View our Frequently Asked Questions.

Request a free copy of the REF Estate Planning Guide. This guide allows you to keep all of your important information in one place, including:

• A record of property;
• Family and business contacts including lawyer, executor, trustee and power of attorney;
• Funeral arrangements and who should be notified;
• Banking and insurance details;
• Current desires for distribution of property; and more.

Request a personal gift profile.
It takes time and effort to create an effective plan for the future. We would like to help you by creating a personal profile of the gift type that might best suit your needs and goals. In the meantime, feel free to with any questions.

Ways to make a planned gift include:

• Bequest in Will - The easiest way of making a planned gift to the REF is stating a bequest in a will.
• Gifts of Real Estate - Real property, either in its entirety or in part, can be deeded to the REF.
• Charitable Gift Annuity - A combination of a gift to the REF with an annuity.
• Life Insurance – This is a relatively inexpensive tool to leverage much larger gifts to the REF. You may donate an existing or new policy, or designate all or part of a policy.
• Qualified Retirement Plans – The REF can be named the beneficiary of a qualified retirement plan.  If a qualified retirement plan is donated to the REF on death, there is both an immediate income tax deduction and also estate tax deduction. Download  the Retirement Plan FAQ for more information.
• Deferred Gift Annuity – Similar to a charitable gift annuity, except that the payments are deferred to a future date.
• Charitable Remainder Trust - The assets in a Charitable Remainder Trust are managed by a trustee designated by you. Two types of Charitable Remainder Trusts exist: a Unitrust and an Annuity Trust.
• Charitable Lead Trust - A Charitable Lead Trust can be established with income producing assets. This trust pays the REF an income for a period of years before you or your heirs receive the trust remainder.
• Endowed Gifts- You can provide a permanent source of support for a particular purpose through an endowment.
• Foundations - the REF qualifies as a distributee for all purposes, including distributions from private foundations.

Those who make a planned gift to the REF will be honored in our Legacy Society.

To speak to a planned giving specialist, please contact Paula Reed at (404) 633-3777 or .