The CFR Legacy Society

The CFR Legacy Society acknowledges those who have made the future vitality of CFR a part of their legacy. All those who confirm in writing that they have included CFR in their will or estate plans, or as a beneficiary of another disposition of assets, are recognized as members of this society. Legacy gifts ensure CFR’s permanence, independence, and excellence for the future.

Planned gifts provide a way to make a charitable contribution and create tax savings. Recognition in the CFR Legacy Society is attained by naming CFR a beneficiary of a:

  • will or bequest
  • retained life estate
  • life insurance policy
  • charitable remainder trust
  • charitable lead trust
  • retirement plan

As with any charitable gift, consult your attorney, accountant, or other tax adviser for information on how a gift of this nature might benefit your tax situation.

For further information, please see the CFR Legacy Society brochure (PDF), or contact Suzanne E. Helm, vice president of development, at shelm@cfr.org or 212.434.9781.