www.centerforinquiry.net

P l anned G i v i n g

The nation’s tax laws recognize nonprofit organizations like CFI

for the role we play in meeting public needs and providing a

benefit to society. As a result, tax incentives exist to encourage

charitable gifts. That said, this brochure is not intended to

provide legal, tax, or estate planning advice. You should consult

your legal, tax, and/or insurance advisor before engaging in

such giving arrangements.

The CFI development office can discuss with you the planned

giving strategy that might work best for you and your family.

For more information, please call 716-636-4869 x428, email

development@centerforinquiry.net, or visit our website at:

www.centerforinquiry.net/PlannedGiving.

The Center for Inquiry (CFI) is a 501(c)(3) nonprofit educational, advocacy, and research organization headquartered in Amherst, New York, with executive

offices in Washington, D.C., branches throughout the United States, and affiliated groups around the world.

CFI critically examines the claims of both pseudoscience and religion, and throughits programs and activities it promotes rational alternatives to religious systems of

belief and beliefs based on superstition and pseudoscience. CFI carries out its work nationally, internationally, and at the grassroots level,

with local branches providing opportunities for like-minded individuals to meetand share experiences and to engage in activism at the local level.

CFI logo and name registered US trademarks of CFI ©2012 Center for Inquiry

For more information, please contactour development professionals at 716-636-4869 x428

or development@centerforinquiry.net.Visit our website at:

www.centerforinquiry.net/PlannedGiving

This brochure is not intended to provide legal, tax, or estate planning advice. Consult your legal, tax, and/or insurance advisor before engaging

in such giving arrangements.

P l anned G i v i ng

Secu r i t i e s and Rea l E s t a t e

With careful planning, charitable gifts of certain types of

assets can provide even greater tax benefits to you than a

gift of equivalent value in cash. You may find that it is

particularly beneficial to make a donation with appreciated

stocks, bonds, and mutual-fund shares. In addition to receiving

a charitable deduction for the full-market value of the gift,

you can avoid potential taxes on the capital-gain element

of the gifted property. The most favorable tax benefits are

generated by gifts of appreciated, long-term, capital-gain

securities and real estate.

Re t i r emen t Accoun t s

Many people find that making a charity the beneficiary on their

retirement accounts can actually benefit their estate plans.

Talk with your tax advisor to determine if designating CFI as

a beneficiary on your retirement account could be

advantageous for you and your heirs.

L i f e I n su r ance

An important but frequently overlooked aspect of life insurance

is the role it can play in making a gift to your preferred charity.

You can use life insurance to make a substantial gift to CFI with a

relatively modest annual payment. Life insurance can also be used

to replace an asset that has been given to a charity.

G i f t s o f Tang i b l e Pe r sona l P rope r t y

If you are interested in donating goods, such as an automobile,

books, or other valuables, please contact us directly.

SECURE

YOUR

LEGACY

WHILE

SUPPORTING

OURS

planned giving bro_Layout 1 11/1/12 5:05 PM Page 1

YOUR VALUES NEED YOUR SUPPORT

Since 1976, CFI and its affiliates have been at the

forefront of efforts to promote and defend science,

reason, and secular values. Through education,

advocacy, legal activism, and outreach, we’ve been

working to foster a society free from dogma and

pseudoscience, a secular society in which the rights

of all individuals are respected.

Our founders and early supporters—people such as

Paul Kurtz, Carl Sagan, Isaac Asimov, James Randi,

Francis Crick, and Steve Allen—understood that such

a society was achievable, but they also knew it

wouldn’t come about through wishful thinking.

Their vision and commitment started us on our way;

their legacy lives on in our work today.

Now, like them, we need your commitment—yourlegacy—to carry us into the future.

Beque s t /Wi l l s

Ask yourself these questions:

• Do I have a will and estate plan?

• If I die tomorrow, am I satisfied with where my assets will go?

• Have I included bequests for the organizations that I

care about and have supported during my lifetime?

In 2007, Harris Interactive® for Martindale-Hubbell® published

a research study finding that 55% of American adults do not have

a will or trust. Without a will or trust, the state will distribute

your assets according to their wishes, not yours. By taking the

simple step of setting up a will, you can ensure that your assets

will be passed on to the people and the causes you care about.

Bequest gifts are an integral part of the philanthropic tradition

because they enable you to make significant contributions to

causes that are important to you without using any of your assets

today. To give a charitable bequest to CFI, it can be as easy as

adding a simple codicil—an amendment—to your will.

The sample language below is sufficient, or you can call our CFI

development office for more details.

I [name] give, devise, and bequeath [describe your gift, such as the

rest of my estate, an amount of money, percentage of estate, or

description of property] to the Center for Inquiry, Inc., currently at

1310 Sweet Home Rd., P.O. Box 703, Amherst, NY 14226-0703,

to be used for carrying out the general purposes of the organiza-

tion, the sum to be expended by the officials of the organization

as they may determine. The Center for Inquiry is recognized by the

US Internal Revenue Service as a registered 501 (c) (3) nonprofit,

charitable organization chartered to perform an educational and

scientific mission. The Center for Inquiry’s federal tax identification

number is 16-1553469.

Gi f t Annu i t i e s

Did you know you can support the work of the Center for In-

quiry and also receive a fixed income for life? The charitable gift

annuity is among the oldest, simplest, and most popular methods

of providing a deferred charitable gift. How does it work?

1. First, you make a donation to the Center for Inquiry.

2. Next, from this donation, we pay you a fixed amount for

the rest of your life, an amount that you determine based

on your needs. (It can also be set up as a joint and survivor

annuity covering two lives.)

3. Third, after your death the remaining balance of your gift

will be used by CFI to support our mission and continue

our important work.

There are many advantages to a charitable gift annuity:

•Gift annuities act as a kind of “longevity insurance” to

protect your income as you age. In exchange for the gift,

you receive an immediate and secure income for life.

• You receive the same payment set up on a schedule that fits

your needs with no concern about market fluctuations.

• You receive immediate income tax benefits and some future

tax-free income. (The interest rates are based on your age

when you create the annuity.)

We would be happy to provide a no-obligation charitable gift

annuity calculation showing the benefits you can receive.

Please contact the development office for more information.

P l anned G i v i n g

One-time donations, pledges, and sustaining monthly gifts are

the most common ways CFI’s work is supported, but there is

also a range of planned giving options and tools that make it

possible for you to contribute a more lasting gift to CFI, a gift

that will help you achieve your charitable goals while also

reaping both tax and financial benefits, a gift that will help

build your legacy while supporting ours.

planned giving bro_Layout 1 11/1/12 5:05 PM Page 2