Legacy Giving Options

Your legacy giving options include:

  • A simple bequest that remembers JMI in your will.
  • An estate gift of publicly-traded stock.
  • A life insurance policy that designates JMI as a primary or contingent beneficiary.
  • A bank, investment, or retirement account, that designates JMI as a primary or contingent beneficiary.
  • A gift in trust.
  • Other estate gifts in accordance with JMI’s gift acceptance guidelines.

To learn about other legacy gift options, please contact Austin Moser at 850-386-3131 or amoser@jamesmadison.org.

Join JMI’s Legacy Society as a Charter Member

We invite you to create your legacy for freedom today by including The James Madison Institute in your estate plans.

Your benefits include:

  • The assurance that you have left a meaningful legacy to safeguard the future of our nation.
  • Your name inscribed in a place of honor at JMI’s headquarters in Tallahassee, FL (of course, you may also choose to remain anonymous).
  • Two complimentary tickets to our annual dinner.
  • Our exclusive Legacy Society memento gift.

To join the Legacy Society and help to secure the future of freedom in the Sunshine State, you simply make a commitment to include JMI in your will by sharing this sample bequest language with your attorney and make your intention known to us:

I give to The James Madison Institute, a nonprofit 501(c)(3) Corporation headquartered in Tallahassee, Florida, (Federal Tax ID: 59-2811908) the sum of $______ (or ____% of my estate; or the property described herein) for its general purposes.


JMI LEGACY SOCIETY CONTACT

AUSTIN MOSER

DIRECTOR OF DEVELOPMENT
AMOSER@JAMESMADISON.ORG

If you have questions about joining JMI’S Legacy Society, you or your legal and financial advisors can contact Austin Moser at amoser@jamesmadison.org or 850-386-3131.