Leaving a Legacy

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"Freedom has been the watchword of my political life. I rose from a dusty little frontier town and preached freedom across the land all my days. I believe in faith, hope and charity. But none of these is possible without freedom."
-Barry Goldwater

The Barry Goldwater Legacy Society is a group of men and women who believe the most important legacy they can leave their children is a bequest of freedom.

Members of the society have made liberty part of their personal legacies by including the Goldwater Institute in their wills and estate plans. Through simple bequests--or through planned giving mechanisms such as charitable remainder trusts and charitable lead trusts--members have each chosen to commit a part of their estate to be used in the continuous struggle for a free society.

Making a Difference

When you make a legacy gift to the Goldwater Institute, your resources will be invested in the Institute's permanent endowment. Income from that endowment is used to fund constitutional research and litigation which will advance freedom now and for generations. If you prefer, you may also designate your gift to be used for a specific purpose.        

Honoring Your Support

As a member of the Barry Goldwater Legacy Society you will receive special invitations to exclusive Goldwater Institute events, and your personal legacy will be honored with permanent recognition in the Goldwater Institute Rotunda. Please note that information regarding the nature and amount of your gift is not required for membership, and that your gift may be considered anonymous at your preference.

Opportunities for Participation

The easiest way to make a legacy gift to the Goldwater Institute is simply to include the Institute in your will or estate plan. Your bequest can be a specific dollar amount, a specific piece of property, or a percentage of your overall estate. You can also name the Goldwater Institute as a contingent beneficiary in your will. A bequest can be easily arranged by including the following language in your will:

"I give, devise, and bequeath to the Barry Goldwater Institute for Public Policy, 500 East Coronado Road, Phoenix, Arizona 85004 (insert amount of money, description of property, or percentage of estate) to be used for purposes of public policy research and education."

You may also name the Goldwater Institute as beneficiary of assets which may pass outside a will, such as individual retirement accounts, pension plans, and life insurance policies.

Finally, you may structure your legacy gift as a charitable remainder trust or charitable lead trust.

More information about these options is available by printing, filling out, and returning the confidential reply card found at this link, and through your attorney and financial advisor.

Frequently Asked Questions

What are the options for participation?

Legacy society members can include the Goldwater Institute in their will or estate plan, name the Institute as a beneficiary of a life insurance policy or individual retirement account, or pension plan. A bequest can also include a specific piece of property, dollar amount or percentage of an account. Also, members can establish a charitable remainder trust or charitable lead trust. The nature and amount of the gift is not required for participation.

What information does my attorney or financial advisor need?

Gifts should be directed to the "Barry Goldwater Institute for Public Policy Research." Our Tax ID Number is: 86-0597661. For a copy of a letter verifying our tax-exempt status, please contact us at (602) 462-5000.

Further Questions

For any questions, please contact Lauren Pemberton at (602) 462-5000 ext. 237. She would welcome the opportunity to discuss the Barry Goldwater Legacy Society with you.

"Let us be sure that those who come after will say of us in their time, that in our time we did everything that could be done. We finished the race; we kept them free; we kept the faith."
-Ronald Reagan