Explore Other Ways to Give

Forge the Future of Texas Policy

Long-Term Giving Options Include:

In Your Will

Our culture is shaped by the policies and laws of our government. Your long-term commitment to Texas Policy Research will help ensure that individual liberty and small government are promoted for future generations.

Your Last Will and Testament is a statement of what matters most to you—the people you love and the values and principles you hold dear.

That is why some principled Texans choose to include Texas Policy Research in their estate planning.

This isn’t just an exercise for the wealthy. No bequest is too small. Every gift is appreciated.

Each and every one of these gifts promotes Texas’ spirit of independence. These contributions strengthen our state, ensuring that Texas remains a bastion of individual freedom!

Gift Appreciated Stock

Donating appreciated stock or mutual funds that you’ve owned for at least one year is another way you can give to Texas Policy Research. In doing so, the Texas Policy Research Initiative, as a 501(c)(3), can recognize the entire contribution without paying long-term capital gains tax. Additionally, this method of giving will allow you to avoid paying capital gains tax on the gifted appreciated stock and also count as a charitable income tax deduction for the full market of the stock. 

Gifting Through Retirement

Did you know that retirement accounts are exposed to federal income taxes that could be as high as 37% upon your death? The good news is that these taxes can be eliminated or reduced through a carefully planned charitable gift.

Consider leaving your loved ones less heavily taxed assets and leaving your retirement plan assets to Texas Policy Research to support our work. As a nonprofit organization, we are tax-exempt and will receive the full amount of what you designate to us from your plan. You can take advantage of this gift opportunity in several ways, such as listing us as a beneficiary of your account, making us a contingent beneficiary, and giving through your IRA. 

You may consider giving through Stocks, Bonds, Mutual Funds, ETFs, UITs, Broker-Deal CDs, or Cash. If you desire to help Texas Policy Research through one of these ways, please let us know!