Skip to main content
IDF logo
two hands in front of a laptop in a meeting

Make a gift of your legacy

Giving the gift of your legacy leaves an enduring impact—it helps IDF continue our mission to support people living with PI, while advocating on their behalf, lobbying for policy changes, and funding important, cutting-edge research. 

Leave a better future for those living with PI

Choosing the appropriate charitable estate planning method can lower your estate and income taxes, increasing the value of your gift and allowing you to create a more substantial contribution. By giving a legacy gift now, you'll join the IDF Legacy Society, which is dedicated to improving the lives of individuals with PI.

The IDF Legacy Society is a recognition program for donors who include the Immune Deficiency Foundation (IDF) in their estate plans. These types of donations are referred to as "planned gifts," which provide tax benefits to the donor while supporting IDF and the primary immunodeficiency community. No minimum donation is required and all information is kept confidential. The society offers several charitable estate planning options for donors, making it easy to make a lasting impact on the future of the IDF.

Benefits of a legacy gift

  • Reduce estate and income taxes and create a larger gift.
  • Choose from various giving options, including gifts of stock or securities, donor-advised funds, retirement account beneficiaries, life insurance, and will or trust.
  • Receive special recognition in IDF’s annual report, VIP quarterly newsletters, and exclusive engagement opportunities, and invitations to IDF events.
  • Impact future generations by supporting world-class educational materials, cutting-edge research, and impactful advocacy.

Multiple legacy giving options

Stocks, mutual funds, and other securities

By donating stocks, mutual funds, or other securities directly to IDF, you can provide support to the PI community while also receiving potential tax savings and avoiding paying capital gains. This type of planned giving can be a beneficial way to make a meaningful impact.

Donor-advised fund (DAF)

A donor-advised fund (DAF) is a charitable investment account that offers immediate tax benefits and allows you to recommend grants to charities of your choice at your discretion. By designating IDF as a beneficiary of a final grant, the remaining funds in your DAF can be distributed according to your wishes.

Retirement account beneficiary

By naming the IDF as a beneficiary of your retirement plan or IRA, you can support the PI community with any unused retirement assets while potentially avoiding federal income tax for your heirs. This can be easily done in most states through a retirement or IRA designation of beneficiary form.

Life insurance

Life insurance policies can be a simple and effective way to support IDF's mission if the original purpose no longer applies, such as supporting grown children or a spouse. By updating your beneficiary designation form with the policyholder, you can name IDF as a beneficiary for a percentage or specific amount, or even make IDF both the owner and beneficiary of an existing policy, qualifying for a federal income tax charitable deduction if you itemize your taxes.

Will or trust

Including IDF in your estate plan by making a gift in your will or codicil is an easy way to make a lasting impact. You can leave a specific bequest of cash, securities, real property, or a fraction or percentage of your remaining assets. You can view sample language below.

I hereby make, devise, and bequeath to the Immune Deficiency Foundation (EIN: 52-1214782), whose National Office is presently located at 7550 Teague Road, Suite 220, Hanover, MD 21076, ______% of the residue of my estate to be used by the Immune Deficiency Foundation for its general purposes.  

I hereby make, devise, and bequeath to the Immune Deficiency Foundation (EIN: 52-1214782), whose National Office is presently located at 7550 Teague Road, Suite 220, Hanover, MD 21076, the sum of $____________ to be used by the Immune Deficiency Foundation for its general purposes.

Do you already have a will?

If you already have a will, you can amend it with a simple codicil—an addendum that can change a specific part of the will without rewriting the entire document.  

More ways to give

Online giving

Donate online to support vital resources and programs for the PI community.

IDF Giving Circle

Become an annual donor and help IDF sustain our mission to help people living with PI.

IDF Sustainers Club

Become a monthly donor and help IDF sustain our mission to help people living with PI.

IDF is a 501 (c)(3) nonprofit organization and your contributions are tax deductible to the maximum extent allowed by IRS regulations. Please consult your tax advisor to determine the tax deductibility of your contribution. IDF supports the Association of Fundraising Professionals (AFP) Donor Bill of Rights and acts in accordance with the AFP Code of Ethical Principles and Standards.