The Easiest Way to Make an Impact
A Gift in Your Will or Living Trust
Interested in helping Texas Medical Association Foundation with our mission but feel overwhelmed by the thought of writing another check or giving up your assets today? A simple, flexible and versatile way to ensure we can continue our work for years to come is a gift in your will or living trust, known as a charitable bequest.
By including a bequest to TMA Foundation in your will or living trust, you are ensuring that we can continue our mission for years to come.
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An Example of How It Works
When Tom and Martha got married, they made a point to put together a will to protect their assets. They both loved TMA Foundation and decided to include a bequest of $75,000 to us in their will.
As Tom and Martha's family grew to include three children, they decided to revise their gift to ensure their children's future financial security. They met with their attorney and simply revised the bequest language so that their gift to TMA Foundation was now a percentage of their estate instead of a specific amount. Tom and Martha now rest easy knowing when they die, their plans will provide for the people and charitable work they love.
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- Contact Lisa Stark Walsh, MA at 800-880-1300, x1666 or 512-370-1666 or firstname.lastname@example.org for additional information on bequests or to chat more about the different options for including TMA Foundation in your will or estate plan.
- Seek the advice of your financial or legal advisor.
- If you include TMA Foundation in your plans, please use our legal name and federal tax ID.
Legal Name: Texas Medical Association Foundation
Address: 401 W. 15th Street, Suite 100, Austin, TX 78701
Federal Tax ID Number: 74-6073346
All prospective gifts are reviewed in accordance with TMA Foundation gift acceptance policies.
Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results. California residents: Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. Oklahoma residents: A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. South Dakota residents: Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.