Planned Giving

CREATE YOUR LEGACY OF JUSTICE

By making a planned gift to the CBF, you can make a distinct and lasting impact in building a more fair and accessible justice system for everyone in our community. Whether it’s through a gift in your will or trust, naming the CBF as a beneficiary of your retirement fund or insurance policy, or through other means, you can make our community a fairer and better place for many years to come. With a planned gift to the CBF, you can


GIFT PLANNING OPTIONS

Consider these charitable gift planning option that integrate your personal, financial and estate planning objectives:

A GIFT AFTER YOUR LIFETIME

Wills and Trusts
Name the CBF as a beneficiary of your will or trust for a specific dollar amount or for a percentage of your estate or residuary estate.

Retirement Plan
Designate the CBF as a beneficiary of your IRA, 401(k) or other qualified retirement plan. You can leverage your retirement assets to benefit you and your family, reduce federal taxes and support the CBF far into the future.

Life Insurance Policy
Name the CBF as the beneficiary of your insurance policy and you will ensure a significant gift to the CBF after your lifetime.

Donor Advised Funds
As with a retirement plan, you can name the CBF as a beneficiary of your donor advised fund.

A GIFT TODAY

Appreciated Securities
Donate gifts of appreciated stock and receive significant tax benefits by avoiding the capital gains tax that otherwise would apply.

IRA Rollover
If you are 70½ years or older, you can transfer funds directly from your IRA to the CBF. Your gift will count toward your required minimum distribution and is a tax-free rollover.

BLENDED GIFTS

A blended gift is a combination of a current gift of cash or appreciated securities and a commitment to make a future gift through your will, trust or other estate-planning vehicle. This type of planned gift will allow you to realize your philanthropic goals by ensuring long-term financial security for you and your family while also making an immediate impact in your community.


RECOGNIZING YOUR GENEROSITY

Legacy of Justice Society

The CBF Legacy of Justice Society is our way of acknowledging the generosity of our donors who have designated a planned gift to the CBF. Your example will help encourage others to consider making a similar commitment, and you also will have an opportunity to connect with other like-minded CBF supporters.

Join the Legacy of Justice Society

Celebrate the impact of your giving and stay informed of the CBF’s latest efforts to advance access to justice in our community.


SPECIAL OPPORTUNITIES

Planned gifts can be designated for a specific purpose such as the funding of an award, fellowship, scholarship or special purpose fund to address critical and emerging needs or advance innovative initiatives through the CBF. Let us know of your interests and we will work with you on developing the gift that is best for you and will support the CBF for years to come.

We have seen firsthand the CBF’s impact in improving access to our community’s justice system. In putting together our estate plan, we wanted to ensure that we create lasting change in our community. Making a planned gift to the CBF is a unique opportunity for dedicated lawyers to embrace our role as leaders in the fight for equal justice.
Kimball Anderson and Karen Gatsis Anderson
Kimball Anderson and Karen Gatsis Anderson

For more information on how you can leave a legacy of justice gift to the CBF, contact Bob Glaves at bglaves@chicagobarfoundation.org or 312.554.1205.