Bequests, Wills, and Other Ways to Give 


This information is intended to help you and your financial advisors decide the best route to take when considering your gift to the Society.

The TSA is grateful for any planned gift. If you designate the Society as a beneficiary*, you will become a White Lotus Legacy Circle member—no matter the size of your commitment.

BEQUESTS

The Society gratefully accepts bequests from people in their last wills and testaments, and from trusts. 

Unrestricted Bequests: An unrestricted gift is especially helpful to the Society. This type of bequest is directed to the Society’s greatest needs at the time it is received. 

Restricted Bequests: This type of gift must be used for a specific purpose or purposes. It is a great way to support specific programs or services about which you are most passionate, such as buildings and grounds, the library, archives, and programs.

Please consider a clause in your restricted bequest to enable the Society to make good use of your gift should conditions change. We suggest language such as: “If, at a future time, in the judgment of the Society’s board of directors it is no longer practicable to use this bequest for its intended purposes, the board has the right to use the income or principal for a purpose they deem necessary and most closely related to the intent described herein.” 

Residual Bequests: This type of bequest is made when you intend to provide the remainder of your assets after other terms of the will have been satisfied. Suggested language for a residuary bequest can be: “All the rest, residue and remainder of my estate, both real and personal, I give to the Theosophical Society in America, an Illinois non-profit corporation, Tax ID #36-2167934;  1926 North Main Street, Wheaton, IL 60187 for its general purposes.” 

Percentage Bequest: This type of bequest is made when you direct a percentage of your estate to the Society. Language for such a bequest could be: “I give, devise and bequeath to the Theosophical Society in America, an Illinois non-profit corporation, Tax ID #36-2167934; located at 1926 North Main Street, Wheaton, IL 60187, 50% (or such other percentage as you may wish) of my estate to be used for its general purposes.”

WILLS
OTHER SIMPLE WAYS TO GIVE

This information may be helpful to you should you decide to make the Society a beneficiary of your estate:

Full name: Theosophical Society in America
Address: 1926 North Main Street, Wheaton, IL 60187
Tax ID #36-2167934
Type of Organization: An Illinois non-profit 501(c) (3) corporation


Please contact Director of Philanthropy, David Forsell, at 630-384-8329 or giving@theosophical.org to learn more.

*As one of your primary beneficiaries, not contingent.

 

Please note that information on this page is not meant to be legal or financial advice. When considering a planned gift to the Theosophical Society in America through a legacy gift, please consult your attorney and/or tax advisor, who are in the best position to assess your personal circumstances and offer guidance. The Theosophical Society in America is a 501(c)(3) non-profit organization.

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