Why make a legacy gift to Make the Road NY?

If you’re reading this, you know that the work of Make the Road New York (MRNY) reflects your deepest values, and puts those values into action. And you may be considering the legacy you’d like to leave in this world or curious about legacy giving.

While MRNY fights back against the current administration’s relentless attacks, we are also busy working to ensure the future of our organization, and the ability of our communities to organize for social justice for years to come.

Including Make the Road New York in your will or estate planning will make a real difference for future generations of immigrant families, transgender and queer people, and working-class New Yorkers.

Our organization will always be needed. Our integrated model of service provision, transformative education, and community power-building empowers the most vulnerable, excluded and invisible New Yorkers. Through these efforts, over time, we bend the arc towards dignity and justice.

By including a legacy gift to MRNY in your will or estate plan, you can ensure that our work continues and that future members will have the resources needed to organize and win policies that value the inherent dignity of every individual.

What better legacy to leave?

Read on to learn more and get started today!

Already included us in your estate plan? Let us know by returning this document or filling out our digital form. Make the Road NY will always keep confidential any specific information about your intentions and will always respect any donor’s wishes to remain anonymous.

LEGACY GIVING TOOLKIT

We would be so proud to welcome you to our Caminante Legacy Circle in recognition of your generous legacy gift to ensure our future.

Bequests In Your Will or Living Trust

  • A specific gift leaves Make the Road New York a stated amount of money or asset.
  • A percentage gift designates a percentage of your estate to Make the Road New York.
  • A residual gift leaves Make the Road New York the remainder of your estate after other bequests, debts, and taxes have been fulfilled.
  • A contingent gift to Make the Road New York occurs only if a spouse, family member, or other beneficiary does not survive you.

See sample bequest language here.

Beneficiary Designations

You can designate Make the Road New York as a beneficiary of some or all of your:

  • IRA, 401(k), 403(b) or other qualified retirement plan;
  • life insurance policy;
  • bank accounts; and/or 
  • brokerage accounts.

There may be tax advantages to the above designations. We recommend consulting your legal and financial advisors.

To designate Make the Road New York as a beneficiary, please use the following information:

Legal Name: Make the Road New York
Federal Tax ID Number: 11-3344389
Address: 301 Grove Street, Brooklyn, NY 11237

Income-Generating Gifts

You can work with your advisors to set up a trust that generates income:

  • A charitable remainder trust is an irrevocable trust that would generate an income stream for you or other beneficiaries, with the remainder going to Make the Road New York after the end of the trust term.
  • A charitable lead trust would first disperse income to Make the Road New York, with the assets in the trust reverting back to you or another beneficiary at the end of the trust term.

All of the information above is not intended as legal or tax advice. Please consult with your legal and financial advisors to learn how a gift will work in your circumstances. Laws and regulations governing legacy gifts vary by state.

Please contact Development Director Julie Miles at 718-418-7690 x1203 or via email for questions or more information.

Already included us in your estate plan? Let us know by filling out this form.  Make the Road NY will always keep confidential any specific information about your intentions and will always respect any donor’s wishes to remain anonymous. 

CAMINANTE LEGACY CIRCLE

Caminante, no hay camino. Se hace camino al andar.
Searcher, there is no road. We make the road by walking.

ANTONIO MACHADO
PROVERBIOS Y CANTARES XXIX

Make the Road New York’s name originated from a poem by Spanish poet Antonia Machado. It seems only fitting that our Legacy Circle name is derived from this as well and that those who are helping us make the road for the future are recognized as fellow Caminantes.

Join the Caminante Legacy Circle and be remembered for – and continue – your commitment to social justice.

When you make your legacy gift, you will join a community of allies who share your dedication to dignity, justice, and community building, and are an inspiration to others! You will also receive:

  • Exclusive invitations to Make the Road NY special events
  • Recognition on Make the Road NY’s website and at our annual Gala
  • A special commemorative Legacy Circle gift