Planned Giving
Click on a panel below for information related to your Planned Gift.
Real Estate Gifts
Gifts of real estate — including personal residences, second homes, income property, and vacant land — offer a wide variety of tax and other benefits. Contact the House Research Institute Development Department for more information on Real Estate giving.
(213) 353-7027
(213) 353-7027
Life Income Gifts
The Institute offers charitable gift annuities through the California Community Foundation. (Text from article on CGA)
For additional information please contact a House Research Institute Development professional at 213-989-7402.
Personal Property Gifts
Gifts of personal property — including works of art and valuable collectibles may enable you to make a significant gift with possible tax benefits to you. Likewise, gifts of intangible personal property, such as copyrights, patents, and mineral rights, can provide an on-going income to the Institute.
Donors over 70 1/2 years of Age
In December, 2010 President Obama signed into law the tax bill which extends many of the Bush-Era federal income tax cuts and the Pension Protection Act of 2006. This law has extended the provision that allows some people to make qualified charitable distributions from their IRAs. Individuals over age 70 ½ can exclude from income up to $100,000 a year in IRA distributions if it’s distributed directly to the House Research Institute, a 501(c) 3 organization.
You may want to consider this distribution election:
• 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
• 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
How to include House Research Institute in your Estate Plans
The easiest way to include the Institute in your estate plans is through a simple bequest.
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:
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.”
