Planned Giving

If you intend to make a planned gift, please let us know so we can thank and recognize you! Contact Yvonne Lerew, Development Director, [email protected]

A planned gift is made from your assets rather than disposable income, and the gift often comes to fruition after your lifetime. Planned giving is an excellent opportunity for anyone who wants to build a legacy, regardless of their age or income. Every gift – no matter the size – makes a real difference and creates a lasting impact.

Citizens League can accept gifts through:

  1. Wills and Bequests
  2. Life Insurance
  3. Retirement plans
  4. Donor-Advised Funds (DAF)
  5. Charitable Gift Annuities or Charitable Remainder Trusts (administered by Saint Paul & Minnesota Foundation)

If you are considering leaving a planned gift to Citizens League, please refer your legal and financial planning advisors to the following information:

  • Legal name: Citizens League
  • Tax identification number: 41-0722696

Sample Bequest Language:

Sample language for unrestricted gift bequest:

I give ___ (the sum, percentage, or description of property) to Citizens League, Saint Paul, Minnesota, to be used for its general tax-exempt purpose, but without restriction as to use. Tax ID: 41-0722696

Sample language for unrestricted remaining interest gift bequest:

I give, devise, and bequeath to Citizens League, Saint Paul, Minnesota, the rest, residue and remainder of my estate after all debts, expenses and taxes have been paid and all the general and specific bequests have been made, to be used for its general tax-exempt purpose, but without restriction as to use. Tax ID: 41-0722696

Citizens League has an endowment managed by the Saint Paul & Minnesota Foundation (SPMF). Sample bequest language to contribute to Citizens League’s endowment: 

I give ___ (the sum, percentage, or description of property) to Citizens League, Saint Paul, Minnesota to be placed in its endowment fund.

Assistance with Planned Giving

Our partner Saint Paul & Minnesota Foundation (SPMF) can assist with the following:

  • Assistance with structuring, accepting and managing complex gifts such as privately held stock, real estate, agricultural and other unique assets.
  • Establishing Charitable Remainder Trusts or Charitable Gift Annuities to benefit Citizens League. SPMF works with one of the country’s most well-regarded and largest planned gift portfolios, TIAA Kaspick, to manage these funds.
  • Planned giving tools, support and expertise to help turn your support for our work into a lasting legacy that will impact the community for generations to come, such as an illustration of projected income you would receive from life income vehicles.

For more information, please contact us at [email protected] or 651-293-0575.