We invite you to join Theodore Roosevelt’s legacy of conservation, leadership, and citizenship. Among the doors he opened and legacies he built, T.R. left our generation 230 million acres of public land set aside for Federal Bird Reserves, National Parks, Forests, and Monuments. Are you ready to join this tradition?
How it Works
To become a member of the Theodore Roosevelt Presidential Library Heritage Society, simply notify us you are including the Foundation in your estate plan, retirement plan, or other deferred gift–such as a trust. Estate gift provisions are simple, often revocable and changeable at any time, and can also provide tax benefits.
With this kind of revocable estate gift, you can ensure that your money is available per emergency, while still being part of a publicly-recognized legacy society through the Theodore Roosevelt’s Presidential Library Heritage Society.
How to Make a Gift
Estate attorneys and tax professionals are helpful guides for these processes, and we encourage all donors to consult with their relevant advisors. A typical bequest via a will might read: “I hereby give, devise and bequeath [insert gift] to the Theodore Roosevelt Presidential Library Foundation, Federal Employment Identification Number 47-1324043, located at 107 W Main Ave Ste 50, Bismarck, ND 58501.”
For gifts reserved through a retirement account, the process is as simple as accessing your account and denoting the Theodore Roosevelt Presidential Library Foundation as one of your percentage beneficiaries. This process often takes minutes, is fully revocable, and qualifies you for membership in the Society.
There are other ways to plan a gift that can provide income streams to you or your designees, or that may aid the intergenerational transfer of assets. Please click here to look at our descriptions of charitable remainder and charitable lead trusts. Of course, these gifts also qualify you for membership in the Heritage Society.
Benefits of the Society
The Theodore Roosevelt Presidential Library Heritage Society takes the best of the T.R. tradition, houses it within a National Archives and Records Administration-affiliated presidential library, and combines it with your vision for the future.
Please let us know that you have included us in a planned gift, and we will be happy to enroll you in the Heritage Society. Your name, or the name of someone you honor, will be included in a physical medium of recognition on-site at the Presidential Library in North Dakota, as well as in other published recognition materials.
For more information, please contact us at firstname.lastname@example.org