Planned & Tax-Smart Giving

REALTORS^® Legacy Circle

Secure RRF’s Life-Changing Work for Generations to Come

Since 2001, the REALTORS® Relief Foundation has stood beside families rebuilding after disasters. A planned or tax-smart gift ensures that this life-changing work continues far into the future—while also recognizing you today as a major contributor to RRF’s mission.

Your legacy strengthens our ability to respond quickly, compassionately, and effectively when families need us most.

Why Consider a Planned or Tax-Smart Gift?

Create a Legacy of Hope

Your gift helps ensure that RRF will always be there for families facing the unimaginable—today, tomorrow, and for generations to come.

Be Recognized Today

Planned gifts immediately qualify you for recognition as a major supporter of the REALTORS® Relief Foundation.

Give in a Way That Reflects Your Values

Whether through a bequest, beneficiary designation, or a tax-smart current gift, you can make a meaningful impact in a way that aligns with your financial goals.

Historic Highlands, MD 2025 Flooding Grant Recipients

Ways to Make a Planned or Tax-Smart Gift

1. Bequests & Estate Gifts

A bequest is one of the simplest and most powerful ways to support RRF. You can designate a specific amount, a percentage of your estate, or a residual gift after other commitments are fulfilled.
Why donors choose this option:

Easy to establish or update
No impact on current financial resources
Creates a lasting legacy of disaster relief and recovery

Download

2. Beneficiary Designations

You can name RRF as a beneficiary of your:

Retirement plan (IRA, 401(k), 403(b))
Life insurance policy
Donor-advised fund (DAF)
Investment or bank account (via TOD/POD designation)

Why donors choose this option:

Simple form—no attorney required*
May reduce taxes for heirs*
Allows you to retain full control of your assets during your lifetime

3. Gifts of Appreciated Securities (Tax-Smart Current Giving)

A gift of appreciated stock, mutual funds, or other securities held for more than one year may offer significant tax advantages*. You may be able to avoid capital gains tax and receive a charitable deduction for the fair market value of the asset*.

Why donors choose this option:

Often allows for a larger gift at no additional cost
Immediate impact on RRF’s disaster relief efforts
Immediate recognition for the value of the securities transferred*.

To make a gift: Contact us at 312.329.8250 or rrf@nar.realtor for simple transfer instructions.

4. Donor-Advised Fund (DAF) Gifts

If you have a donor-advised fund, you can recommend a grant to RRF at any time. You may also name RRF as a beneficiary of your DAF to extend your impact beyond your lifetime.

Why donors choose this option:

Flexible and convenient
Immediate support for families in crisis
Can be combined with other planned gifts

5. IRA Gifts & Qualified Charitable Distributions (QCDs)

If you are age 70½ or older, you may be eligible to make a tax-free gift directly from your IRA to RRF*. This can satisfy part or all of your required minimum distribution (RMD)*.

Why donors choose this option:

Reduces taxable income
Immediate support for disaster-affected families
Straightforward process through your IRA custodian

Join the RRF Legacy Circle Community

When you make a planned or tax-smart gift, you become part of a special group of supporters who ensure that RRF’s mission endures for decades to come.

Legacy donors receive:

Recognition on the RRF website and via meetings and event signage
Invitations to special events
Opportunities to share your story and inspire others

A planned gift ensures your legacy lives on—and allows RRF to honor your commitment during your lifetime.

Ready to Begin?

We’re here to help you explore the giving option that best fits your goals.

Downloadable Resources

Sample Bequest Language

RRF Legacy Fund Donor Profile

Letter of Intent

Contact Us

For questions or to notify us of your planned gift, please reach out to:

Phone: 312.329.8250
Email: rrf@nar.realtor

* The REALTORS® Relief Foundation is a 501(c)(3) nonprofit organization registered in the State of Illinois. This information is not intended as legal or tax advice. Donors should consult their own tax or legal advisors regarding their individual circumstances.

A Legacy That Lasts

Your planned or tax-smart gift is more than a financial decision—it is a commitment to helping families rebuild after disaster for generations to come. Thank you for ensuring that RRF remains a beacon of hope, strength, and compassion for the next 25 years and beyond.