Cato’s Sponsors make possible the Institute’s strong defense of liberty, and a growing group of Sponsors have chosen to be more involved with Cato by creating planned gifts that meet their philanthropic and financial priorities. Legacy Society Sponsors have created planned gifts—from simple charitable gift annuities, bequests, and beneficiary designations for retirement assets, to complex trusts and endowed chairs—that are now more important than ever for growing Cato’s ability to pursue its mission for more free and prosperous societies.

Please inform Cato if you’ve created a planned gift to the Institute so we can welcome you into our Legacy Society. This community of Sponsors receives the same benefits as individuals contributing at least $5,000 annually, which include special event invitations and complimentary access to Cato books, research, and commentary like our monthly audio magazine. And as a Legacy Society Sponsor you will enjoy the ultimate benefit of denying the government even more of your hard-earned money with a smart planned gift for a cause that matters to you!

And if you’re interested in joining this community, there is a wide range of charitablegiving opportunities, many providing you with significant tax advantages or costing you nothing today:

  • Providing a gift in your will
  • Naming Cato as a beneficiary of an investment account like an IRA and 401(k) plan
  • Creating a charitable trust or donor-advised fund (gifts of appreciated securities you’ve owned more than one year are as good as ever for avoiding capital-gain taxes)
  • Making a donation to fund a charitable gift annuity that pays you predictable income for life

For many, a planned gift is the pursuit of a transformative, personal philanthropic vision. By becoming an active partner in Cato’s Legacy Society, we will be able to work together to plan meaningful ways to recognize your legacy on behalf of our shared values through the Institute’s future activities.

Recent Legacy Society partnerships have enabled the Institute’s growth across our research, communications, and student activities. Because Cato is committed to the principles of liberty at the foundation of modern prosperity, planned gifts from Sponsors are enabling our pursuit of critical long-term investments to ensure our values will flourish over the years ahead.

Legacy Society Sponsors are committed in a concrete way to the defense of individual liberty, limited government, free markets, and peace. It would be a great honor for Cato to welcome you as a new member of this community. By working together for a free society, we can increase our chances for success over the coming opportunities to shape America and the world. n