Gift Planning

Ways to Give

To read about one of the basic ways to make a planned gift, hover over the appropriate box, and then select for more information.

Gifts by Will
Bequests allow you to secure an estate-tax deduction for the value of your gift.
Gifts That Pay You Income
You can support the DRI Foundation and retain income for yourself and loved ones.
Gifts That Protect Your Assets
Lead trusts allow you to benefit the DRI Foundation now, then your heirs.
Gifts of Retirement Plans
Consider retirement-plan benefits for a significant gift to the DRI Foundation.
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Gifts by Estate Note
An estate note is an irrevocable pledge or debt against the donor's estate.

Then see What to Give to choose the category that best fits your situation.


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