Leave a Legacy That Strengthens Delaware's Future

How Planned Giving Can Help Sustain Independent Public Policy Research for Generations

Every generation has individuals who invest in a better future—not only for themselves, but for the people who follow.

At the Caesar Rodney Institute, we believe Delaware deserves independent, fact-based research that informs public debate, promotes individual liberty, and helps policymakers make sound decisions. That work depends on the generosity of supporters who understand that lasting change requires long-term commitment.

One of the most meaningful ways to make that commitment is through planned giving.

What Is Planned Giving?

Planned giving—sometimes called legacy giving—allows individuals to support the causes they care about through their estate plans. A planned gift ensures your values continue to make an impact long after your lifetime.

Many people are surprised to learn that creating a legacy gift can be simple and may not affect their current financial security.

A planned gift can often be made by including a charitable organization in your:

• Will

• Living trust

• Retirement account (IRA, 401(k), or similar plans)

• Life insurance policy

• Donor-advised fund

• Appreciated securities or other assets

Because every person's financial situation is unique, we encourage donors to discuss planned giving options with their attorney, accountant, or financial advisor.

Why Legacy Giving Matters

Public policy research doesn't happen overnight.

The issues facing Delaware today—education, healthcare, energy, taxes, economic development, and government accountability—require thoughtful research and long-term commitment.

Unlike organizations that depend primarily on government funding, the Caesar Rodney Institute relies on individuals who believe in independent scholarship and informed public discussion.

Legacy gifts help ensure that mission continues regardless of changes in the political climate or economic conditions.

Building the Caesar Rodney Institute Endowment Fund

The Caesar Rodney Institute is working to build an Endowment Fund that will provide permanent financial support for our mission.

Unlike annual donations that are used to support current operations, endowment gifts are invested to create a lasting source of funding. Income generated from the endowment helps sustain research, educational programs, public outreach, publications, and policy analysis year after year.

As the endowment grows, so does CRI's ability to remain an independent voice serving Delaware citizens.

Every planned gift—large or small—helps strengthen that foundation.

Your Legacy Can Reflect Your Values

Many supporters have spent their lives advocating for constitutional government, educational opportunity, economic freedom, and accountable leadership.

A legacy gift is an opportunity to ensure those values continue influencing Delaware's future.

For some families, that may mean leaving a percentage of their estate.

Others choose to designate the Caesar Rodney Institute as a beneficiary of a retirement account or life insurance policy.

Some donors make a specific dollar gift.

There is no "right" amount.

The significance of a legacy gift is measured not only by its size but by the lasting impact it creates.

Simple Ways to Leave a Legacy

One of the easiest methods is including language in your will or trust directing that a gift be made to the Caesar Rodney Institute.

You may also name CRI as a full or partial beneficiary of:

• Individual Retirement Accounts (IRAs)

• 401(k) or 403(b) plans

• Life insurance policies

• Charitable remainder trusts

• Other planned giving vehicles

Because beneficiary designations can often be updated with a simple form, many planned gifts require no changes to your will.

Why People Choose Planned Giving

Many supporters choose planned giving because it allows them to:

• Continue supporting causes important to them.

• Leave a lasting impact without affecting current income.

• Potentially reduce estate taxes or simplify estate planning.

• Help future generations benefit from independent public policy research.

• Preserve the values they believe strengthen Delaware.

Partner With Us in Building Delaware's Future

For more than three decades, the Caesar Rodney Institute has provided research, education, and thoughtful analysis on issues affecting every Delawarean.

With your help, that work can continue for generations.

Whether you are considering a legacy gift today or simply beginning to explore your options, we would be honored to discuss how your generosity can help strengthen the future of the Caesar Rodney Institute.

Contact Us

If you would like more information about planned giving or the Caesar Rodney Institute Endowment Fund, please contact us. We are happy to answer general questions and provide information you can share with your professional advisors.

The Caesar Rodney Institute encourages all donors to consult with their attorney, accountant, or financial advisor before making estate planning decisions. This article is intended for informational purposes only and should not be considered legal or tax advice.

Leave a Legacy That Lasts

If the Caesar Rodney Institute has made a difference in your understanding of Delaware's public policy issues, consider making CRI part of your legacy. Together, we can ensure that independent, fact-based research continues to inform and strengthen Delaware for generations to come.

CONTACT US TODAY