Legacy Society

Welcome to Gift Planning at the John Locke Foundation

Thank you for your interest in exploring gift planning opportunities at the John Locke Foundation. By making an estate or planned gift, you help to ensure that the John Locke Foundation remains a permanent voice in North Carolina for individual liberty, free enterprise, and limited, accountable government.

If you have any questions or would like additional information about any of the options below, please contact our office at 919-828-3876.

John Locke Foundation’s Legacy Society

Liberty requires vigilance... and each generation must defend it for the next.

You can become a member of the Legacy Society by making the John Locke Foundation a charitable beneficiary of your will, living trust, retirement plan, or life insurance policy. You can also make a gift to the John Locke Foundation and receive income for life via a life income-paying gift, such as a charitable gift annuity, charitable trust, or pooled income gift. Your gift will help defend liberty for future generations.

Will or Living Trust Gift

You can donate through your will or living trust. This allows you to continue supporting the John Locke Foundation when you are gone. A bequest of your assets to the John Locke Foundation also brings a tax benefit to your family. Your estate is entitled to an "estate tax charitable deduction" for the full value of your bequest.

Stock or Property Gift

You can donate stock or property to the John Locke Foundation. If you donate stock or property instead of selling it, you can write off the entire value and avoid capital gains taxes. You can realize significant savings through this type of giving.

Life Insurance or Retirement Plan Gift

You can designate the John Locke Foundation as a charitable beneficiary of your life insurance policy or qualified retirement plan such as an IRA.

Charitable Remainder Trust

This is a gift plan defined by federal tax law that allows you to provide income to yourself or others while making a generous gift to the John Locke Foundation. You irrevocably transfer assets, usually cash or securities, to a trustee of your choice. The Trust may become effective through outright transfers during your lifetime or through transfers at death under your will.

Your Accountant and Attorney

In all cases, we encourage members to consult with their own accountants or attorneys. We can assist in discussing the benefits of such gifts with families to help them understand how little it can cost to ‘do well by doing good’ for the John Locke Foundation.

For more information, please contact us at:

John Locke Foundation
200 W. Morgan, #200
Raleigh, NC 27601
919-828-3876

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