Long-Term Giving Options
In Your Will
When we have a healthy economy, the Lone Star State thrives. Your lasting support will help ensure that Texans for Fiscal Responsibility can foster an economy that protects the treasure of future generations.
Your Last Will and Testament is the reflection of what matters most to you—the people you love and the values and principles you hold dear.
That is why some freedom-loving Texans choose to include Texans for Fiscal Responsibility in their estate planning.
This isn’t just an exercise for the wealthy. No bequest is too small. Every gift is appreciated.
Every single contribution is a testament to our members’ dedication to a fiscally responsible state. This combined effort protects Texas’ economic freedom, ensuring a prosperous future for years to come!
Gift Appreciated Stock
Donating appreciated stock or mutual funds that you’ve owned for at least one year is another way you can give to Texans for Fiscal Responsibility. In doing so, the Fiscal Index Foundation, as a 501(c)(3), can recognize the entire contribution without paying long-term capital gains tax. Additionally, this method of giving will allow you to avoid paying capital gains tax on the gifted appreciated stock and also count as a charitable income tax deduction for the full market of the stock.
Gifting Through Retirement
Did you know that retirement accounts are exposed to federal income taxes that could be as high as 37% upon your death? The good news is that these taxes can be eliminated or reduced through a carefully planned charitable gift.
Consider leaving your loved ones less heavily taxed assets and leaving your retirement plan assets to Texas Fiscal Responsibility to support our work. As a nonprofit organization, we are tax-exempt and will receive the full amount of what you designate to us from your plan. You can take advantage of this gift opportunity in several ways, such as listing us as a beneficiary of your account, making us a contingent beneficiary, and giving through your IRA.
You may consider giving through Stocks, Bonds, Mutual Funds, ETFs, UITs, Broker-Deal CDs, or Cash. If you desire to help Texas Fiscal Responsibility through one of these ways, please let us know!