Planned giving is a meaningful and often easy way of making a charitable gift.  Some assistance and planning from your attorney, tax advisor, insurance agent or other financial advisor may be needed to complete the donation.

A planned gift to the International Institute will ensure that immigrants and refugees in Rhode Island will continue to receive high quality services.  Since 1921, International Institute Rhode Island has continued to serve as a first-stop, full-service center providing services to immigrants and refugees of all nationalities throughout Rhode Island and Massachusetts.    The support of donors and volunteers has made this vision a reality for over 85 years.

The 1921 Society of the International Institute of Rhode Island

The 1921 Society of the International Institute of Rhode Island, formed in 2007, recognizes and thanks individuals who remember IIRI though a bequest or other planned gift.  The name – The 1921 Society of IIRI – was selected to recognize the year that the IIRI was founded.

Who qualifies for membership?

• Individuals who remember IIRI in their will and who notify us of their intention

• Individuals who make a gift to IIRI by means of a charitable remainder trust,
  charitable annuity, life insurance policy or other estate plan.

As a member of the 1921 Society, you will be invited to special IIRI events and be recognized (anonymously, if you prefer) in our Annual Report.  All members of the Society will receive a special gift of appreciation.

To join, simply notify the International Institute of Rhode Island that you have included us in your estate plan.  Please note we do not require you to tell us the specific details of your estate gift.

BEQUESTS

Making a Bequest in Your Will

In addition to providing for family and loved ones, a charitable bequest in your will is a thoughtful way to leave your legacy.  The easiest and most familiar way to make a planned gift is a bequest in your will.   Bequests can be made in number of ways:  stated dollar amount, percentage, specific assets (such as savings bond), or a residual portion of your estate.  We encourage you to always seek legal counsel when creating or revising your will.

How do I make a bequest gift to the International Institute of Rhode Island?

Making a bequest gift is one of the simplest ways to make a gift.  Below are three examples of language that may assist you and your attorney:

• A specific bequest “I leave the sum of (amount) to the International Institute of RI.”

• A residuary bequest “I leave (x percent) of all the rest, residue, and remainder
  of my estate to the International Institute of RI.”

• A contingent bequest “I give (amount) to my nephew, John Doe, if he is living,   otherwise to the International Institute of RI.”

OTHER PLANNED GIFTS

Charitable Gift Annuities
A charitable gift annuity is a simple contract in which the donor makes a personally significant gift and receives income-for-life in exchange.

Charitable Trusts
Trusts are a good way to manage assets and can be created with the help of certified legal and financial advisors.  The types of trusts available vary widely, but the three most frequently used for charitable purposes are living trusts, charitable remainder trusts, and charitable lead trusts. 

Life Insurance and Retirement Plans
One of the easiest planned gift to make might be to designate a life insurance policy or a percentage of your life insurance policy or retirement plan to IIRI. You can keep your family and loved ones as beneficiaries while making a charitable planned gift.

If you are interested in considering a planned gift, we encourage you to speak with your family’s financial and/or legal advisors in order to find the vehicle that best suits your needs.   For general information about planned giving options the Planned Giving Design Center (http://www.pgdc.net/) has excellent resources.

If you would like more information about planned giving or would like to tell us about a planned gift you have already made to IIRI, please contact:

William Shuey, Executive Director, at 401.784.8638, or
Jessica Barry, Development and Communications at 401.784.08619