Texas Watch Foundation Legacy Society
About our Legacy Society
The Texas Watch Foundation thanks you for your consideration in leaving a gift for safety, accountability, and justice. We'd like to recognize you as a member of the Texas Watch Foundation Legacy Society in our annual report, and we'll ship you a Texas Watch star lapel pin upon receiving confirmation of your plan.
Leaving a legacy gift will not only help us continue our work educating the public on the importance of the 7th amendment, but also it will give you and your family tax benefits.
Legacy gifts are made at no cost to you during your lifetime.
A note of gratitude
Thank you to Mr. Brad Wiewel for his language of this site. We are grateful for your guidance in establishing our Legacy Society.
Life Insurance, IRA, or other Retirement Assets
Please consider naming the Texas Watch Foundation as your primary or contingent (secondary) beneficiary on your investment accounts, including 401(k), 403(b), IRA, Annuities, or Life Insurance policy. These assets require separate beneficiary forms. The beneficiaries can be easily modified. For workplace accounts, you may be able to make your designation online or through your HR department. For private accounts, contact your investment firm to request a beneficiary designation form.
Please use the following language:
“I designate the Texas Watch Foundation to receive the sum of [$ ______ or ____ % of my account/policy].”
Because most retirement plans are tax-deferred and therefore subject to income tax to your beneficiaries, retirement assets make ideal gifts to the Texas Watch Foundation. Naming the Texas Watch Foundation as the beneficiary of retirement assets upon death generates no income taxes. The benefit to the Texas Watch Foundation will be meaningful at your passing. Your legacy will be carried far into the future!
Wills, Living Trusts, and Bequests
Gifts directed through a will or living trust with a predetermined dollar amount or percentage of your estate can be designated to the Texas Watch Foundation.
No charitable gifts can be made from your estate without a stated designation through a will. Please use the following bequest language:
“I, [name], give, devise and bequeath to the Texas Watch Foundation the sum of [$ ______ or ____ % of my estate].”
Qualified Distribution from IRA
If you're required to take distributions from your IRA, you can donate up to $100,000 of those distributions from your IRA annually to the Texas Watch Foundation as a Qualified Charitable Distribution (QCD). Your IRA administrator must send a check directly to Texas Watch Foundation. Please be sure to notify us if this is a way you'd like to support us so that we can acknowledge your generosity appropriately!