Create a Lasting Legacy with Planned Giving

Ensure IRTA’s ability to help others for years to come with a legacy donation.
Planned giving could be the largest and most lasting gift you ever make. It’s also one of the most advantageous ways to support your association. By making a planned gift, you can establish your legacy and help us continue to build meaningful relationships with our members and protect their retirements for years to come.

Create a Lasting Legacy with Planned Giving

Ensure IRTA’s ability to help others for years to come with a legacy donation.
Planned giving could be the largest and most lasting gift you ever make. It’s also one of the most advantageous ways to support your association. By making a planned gift, you can establish your legacy and help us continue to build meaningful relationships with our members and protect their retirements for years to come.

Many ways to give

Your legacy donation is easy to create. You can have a lasting impact through:

Your Will

Include IRTA in your will or living trust. This can be as simple as writing one sentence in your will or trust. Your gift can be modified throughout your lifetime, as circumstances change. Feel free to contact us to request sample wording to share with your attorney.

Your Retirement Plan

Name IRTA as a beneficiary of a qualified retirement account or IRA. As a nonprofit organization, IRTA bypasses any taxes and receives the full amount of your gift. Contact your plan administrator or custodian to name IRTA as beneficiary.

Your Life Insurance

Designate IRTA as a beneficiary of a life insurance policy, 401(k), or other pension fund account. You can name IRTA as a policy beneficiary, and we will use your gift to support future generations.

Additional ways to give

  • Sponsoring a retired-educator-in-need
  • Gifts of real estate
  • Donating with stock, annuities, pooled income funds, or cryptocurrency
  • Non-cash assets
  • Individual campaigns
  • Honoring someone special
  • Lead and remainder trusts and endowments
We would be happy to discuss these options with you and share how your legacy gift will benefit IRTA’s future.
Contact us at 217.523.8488

Share your philanthropic contribution and let others know of your foresight and generosity to impact our future. You may also choose to remain anonymous.

Timeline of Donations

Bequest
$307,986.00 Uhl Family Trust
Dec 2022
Bequest
$28,906.00 Helen Snider
Jun 2021
Foundation Donation
$100,000.00 Mark Kennedy
Dec 2022
Bequest
$6,483.00 Carolyn Phelps
Jul 2022
Bequest
$21215.00 Carolyn Phelps
Aug 2022
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Get in Touch

Please provide your email and phone number so we can contact you to discuss your valued contribution to Illinois Retired Teachers Association.

About the IRTA Association

The Illinois Retired Teachers Association defends pension and healthcare protection via its lobbying efforts. We also provide access to important insurance benefits at discounted group rates, as well as social opportunities for our members.

About the IRTA Foundation

The Illinois Retired Teachers Association Foundation assists retired educators with living expenses, provides scholarships to aspiring teachers, works to protect the rights of the elderly, and provides grants to educators.

About the IRTA PAC

The Illinois Retired Teachers Association Political Action Committee is a not-for-profit, unincorporated association designed to protect and improve benefits for pensioners from the Illinois Teachers’ Retirement System.

Bequest Policy

It is the general policy of IRTA that all gifts shall be presumed to be for all charitable purposes (i.e. unrestricted) unless there is an explicit restriction. This allows the organization to apply the funds to the most pressing needs at the time of funding. The information found on this page is intended for informational purposes only. We recommend consulting with a trusted financial advisor before making decisions involving your estate.