What is Planned Giving?
Planned giving is when an individual makes a donation, during their lifetime or at death, as part of a financial or estate plan. Individuals at all income levels can make a meaningful gift to The Franklin Institute through a planned gift.
A Gift in Your Will or Living Trust
The Franklin Institute has partnered with FreeWill, an online tool that guides you through the process of will in under 20 minutes, completely free of charge. In addition to taking care of your loved ones and their future, you can use this tool to support the Institute and continue our mission for years to come. Get started on your free plans today.
Beneficiary Designations
Did you know that there are additional assets not covered in a standard will or trust? If you have an IRA, 401(k), life insurance policy, or any additional accounts, these are called "non-probate assets," and they need to be planned for separately. Using this online tool, you can log all of your assets, name The Franklin Institute as a beneficiary to inspire the next generation and receive printable instructions on how to set each one up with your broker. Plan your beneficiaries today.
Already made a gift to the Institute in your will or trust? Please fill out this form so we can keep our records up to date and welcome you to the Benjamin Franklin Legacy Society.
You may also contact us by calling the Planned Giving Office at 215.448.1148, or by email at plannedgiving@fi.edu.