Estate Planning

The Fisher House Legacy Society

The Fisher House Foundation Legacy Society is a special group of donors like you who wish to ensure that the Fisher House mission continues for many generations. Including a gift in your estate to Fisher House Foundation is a powerful way to support our nation's military heroes for decades to come. Whatever the size of your estate, you will have the personal satisfaction of knowing that you are helping keep families connected during their loved one's medical treatment.

Free Will

FreeWill's secure online platform makes it simple to create your will. If you prefer to finalize your plans with an attorney, you can save time by documenting your wishes first through the FreeWill platform before seeking legal advice.

If you have already included a bequest to Fisher House Foundation in your will or trust, please fill out this simple form so that we can thank you and update your record.

Legacy Society Benefits

We are grateful to everyone who includes Fisher House Foundation in their estate plans. When you provide Fisher House with your intentions, you will be listed as a member of the Legacy Society in Fisher House Foundation's Annual Report, inspire others to give, and help ensure that your wishes are met.

Gift Arrangements to Consider

Annuities

A charitable gift annuity supports the Foundation and provides fixed payments to you for life in exchange for your gift of cash or securities. The minimum age to create an annuity is 55, and the dollar amount is $20,000.

If you want to learn more, contact Kathleen Hogan, Director of Individual Giving, at 888-295-8560 or khogan@fisherhouse.org.

Appreciated Securities

You can bequeath gifts of stock, mutual funds, IRAs, or cryptocurrency. If you would like to avoid capital gains tax on appreciated stock, mutual funds, or cryptocurrency today, speak to your financial advisor or accountant about donating these assets.

Beneficiary Designations

You can make Fisher House Foundation a beneficiary of assets that are typically not covered in your will, such as IRAs, 401(k)s, pensions, payable-on-death bank and brokerage accounts, and life insurance policies.

Use this simple online service through our partners at FreeWill to plan for these assets; name Fisher House Foundation as a beneficiary at no immediate cost; and receive instructions on setting beneficiary designations up with your broker.

Bequest

A bequest in your will or trust is an easy way to provide for families while also helping to secure Fisher House Foundation's future. You can either leave Fisher House Foundation a specific dollar amount or a percentage of your estate.

If using an attorney to create your will, please include Fisher House Foundation’s EIN (#11-3158401) and complete mailing address (12300 Twinbrook Parkway, Suite 410, Rockville, MD 20852) in your will.

If you elect to use FreeWill, this information will appear automatically when you make your selection.

For Consideration

Please understand that by documenting your bequest, you are in no way making your bequest binding or irrevocable. You can revise your estate plan if your circumstances change, although we do ask that you notify us as a courtesy if that happens.

The information on this website is not a substitute for professional financial advice. While we have done our best to ensure that the information provided is accurate and provides valuable information, professional advice can help you with your specific circumstances.

If you would like a member of the Fisher House team to contact you regarding your estate plans, kindly fill out this form.