Click on a panel below for information related to your Planned Gift.
• If you don’t itemize your deductions and aren’t therefore getting any income tax benefits
• If you itemize your deductions but they may subject to limitations on your charitable deductions
• To lower your AGI since you will not be taking distribution as ordinary income
• So these distributions can count toward your Minimum Required Distribution
For more information contact our Development Department
The legal name to be used when making gifts to the Institute through wills, trusts, and other gift-transfer documents is: HOUSE RESEARCH INSTITUTE,
Confirmation of House Research Institute’s tax-exempt status is provided in the form of a letter from the district director, Internal Revenue Service, U.S. Department of the Treasury. To download a copy of this document (in PDF format), please click here.
House Research Institute’s federal tax I.D. number is …..
We recommend the following language for making a gift to the Institute by will or revocable trust:
“I hereby give to the House Research Institute, a California not-for-profit corporation, with its principal place of business at Los Angeles, California: The sum of $________________ [amount] AND/OR the following described property: ________________ [description] AND/OR ________% [percent] of the residue of my estate.”