Filene Legacy Gifts
Investing in the future… while honoring the past. Establish your legacy with the Filene Research Institute.
You can help ensure the future of the cooperative model of credit unions as a choice for generations to come.
Your Legacy gift or memorial will mean the difference between the ongoing maintenance of credit unions and the evolution of extraordinary ones.
Legacy Gift Options
Ways to invest:
- Cash Donation: The simplest way to make a Legacy gift is with cash.
- Memorials or Honorariums: Gifts made in Memoriam or in honor of an individual's service.
- Gift through a Donor’s Will: Testamentary gifts allow a donor to bequest a percentage of an estate, bequest a specific gift amount, or bequest a residuary estate. Please consult your financial advisor for this method of donation.
- Retirement Funds, Life Insurance, and Financial Accounts: Naming the Filene Research Institute, Inc. as a beneficiary is a generous way to make a Legacy gift outside of a will. Please consult your financial advisor for this method of donation.
The Legacy Gift program exists to support the mission of the Filene Research Institute:
Through independent research and innovation programs, the Filene Research Institute explores issues vital to the future of credit unions and consumer finance.
Directing your Gift:
There are two ways you can direct your Legacy Gift:
Taking the next step:
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