Pride in your Legacy: Leaving a planned gift to GLAD

As you review your estate planning needs, you can leave a lasting legacy by making a bequest to GLAD through your will, through a charitable gift annuity, by establishing a charitable remainder trust, or simply designating GLAD as the beneficiary of your IRA or life insurance policy.

GLAD’s Legacy Society is a group of supporters who have included GLAD in their will, trust, or estate plans. Membership carries certain benefits such as invitations to exclusive GLAD events and briefings, including our annual Legacy Society Brunch, and recognition in GLAD Briefs. For a full list of benefits, scroll to the bottom of this page.

If you’d like to join Legacy Society, or have already made arrangements, please fill out this form to let us know about your plans.

Hear from these Legacy Society members on why they’ve committed to leave their legacy to GLAD and ensure a future a bright future LGBTQ+ people everywhere:

Put GLAD in Your Will

You can provide for GLAD in your will, in a trust funded at the time of your death, or by naming GLAD as the beneficiary of your IRA or life insurance policy. Doing so may reduce the tax owed on your estate. You may:

  • Designate a specific dollar amount
  • Designate a percentage of your estate
  • Designate your residuary estate remaining after all specific bequests
  • Bequeath through a charitable remainder trust
  • Bequeath through a charitable lead trust

For sample bequest language, click here.

Using Annuities & Trusts to Benefit GLAD

Charitable Remainder Trust

A charitable remainder trust allows you to transfer assets, which will be managed by a trustee, and from those assets to provide periodic payments of income to you or some other beneficiary of your choice.
Minimum gift: $50,000

Charitable Lead Trust

Charitable lead trusts are the “reverse” of the charitable remainder trusts and may be particularly desirable in large estates to provide estate tax savings and benefit your heirs after providing payments to GLAD for a specified term of years.
Minimum gift: $50,000

Charitable Gift Annuity

You can make a contribution to GLAD and provide a fixed annual income for life for yourself or someone else whom you designate. The rate you receive is based on your age, currently ranging from 4.8% for age 55 to 10.1% for age 90 and older.
Minimum gift: $25,000

If you would like to talk about planned giving, please contact Jordan Caress-Wheelwright, Assistant Director of Planned and Individual Giving, at jcwheelwright@glad.org or (617) 778-6725.

Legacy Society Benefits

Legacy Society members are truly GLAD family, and membership carries certain benefits:  

  • Invitation to GLAD’s annual Legacy Society Brunch 
  • Exclusive, virtual updates with GLAD attorneys
  • Invitation to annual Donor Appreciation Event in Boston 
  • Personalized updates about key issue areas and casework \New members receive complimentary tickets to a GLAD event of their choosing 

Our Future, Our Terms: Strategic Planning for LGBTQ+ People and Families

Watch GLAD’s virtual event featuring a distinguished panel of LGBTQ+ professionals offering insights and strategies on estate and financial planning, legally protecting yourself and your family, and aligning your financial decisions with your values. Moderated by Annika Bockius-Suwyn of ABS Law. Featuring:

  • Scott Squillace, Squillace & Associates
  • Lisa Wilson, Wilson, Marino & Bonnevie
  • Alix Magner, Morgan Stanley

Learn more about the panelists.

YouTube video