Make Literacy Your Legacy of Impact
Ensure classroom and library shelves are filled with books for generations to come.
A gift in your will
A gift in your will or by beneficiary designation is an easy way to make a lasting impact—without affecting your finances today.
WAYS TO GIVE
- •Will or Living Trust: Include First Book as a beneficiary of a specific amount or percentage.
- •Retirement Account: Name First Book as a beneficiary of your IRA, 401(k), or other retirement plan.
- •Life Insurance Policy: Add First Book as a full or partial beneficiary of your policy.
Let Us Thank You!
If you’ve included First Book in your legacy plans, please let us know. We’d love to thank you and recognize your generosity (anonymously, if you prefer). Notify us at Legacy@FirstBook.org.
Ready To Get Started?
Beneficiary Designation for Retirement Plans or Life Insurance Policies
Contact the manager of your IRA, 401(k), other retirement plan, or life insurance policy and ask them to name First Book as a full or partial beneficiary of your plan or policy.
Wills or Living Trusts
Share this sample language with your attorney or estate planner:
General Bequest (a specific dollar amount)
“I give to First Book, a nonprofit organization located at 1319 F Street NW, Suite 1000, Washington, DC 20004 (Tax ID: 52-1779606), the sum of $___________ to be used for its general purposes.”
Percentage Bequest (a percentage of your estate)
“I give to First Book, a nonprofit organization located at 1319 F Street NW, Suite 1000, Washington, DC 20004 (Tax ID: 52-1779606), ________% of my estate to be used for its general purposes.”
Residuary Bequest (what remains after other gifts)
“I give all [or a percentage] of the rest, residue, and remainder of my estate to First Book, a nonprofit organization located at 1319 F Street NW, Suite 1000, Washington, DC 20004 (Tax ID: 52-1779606), to be used for its general purposes.”
Contingent Bequest (if your primary beneficiary cannot accept the gift)
“If [name of primary beneficiary] does not survive me, I give to First Book, a nonprofit organization located at 1319 F Street NW, Suite 1000, Washington, DC 20004 (Tax ID: 52-1779606), the sum of $___________ [or other property] to be used for its general purposes.”
This content is intended to be used for informational purposes only. It should not be relied upon as legal, tax, accounting or other professional advice. To determine how a gift or estate planning decision might affect your particular circumstances, it is expressly recommended that you consult an attorney, financial advisor or other qualified professional.