Planned Giving

A planned gift to RAND benefits you and your family and supports RAND's mission to improve policy and decisionmaking through research and analysis. By planning for your future, you strengthen RAND's ability to make a difference across a wide range of policy areas, including health, education, national security, international affairs, law and business, the environment, and more.

Planned Gifts

Planned gifts are gift arrangements that have specific tax advantages and often include lifetime income to a beneficiary named by the donor. Many RAND donors have utilized planned giving methods, enjoying such benefits as capital gains tax savings, increased income, and income-tax savings, while at the same time benefiting RAND through philanthropic support. A planned gift can maximize your giving potential and can even allow you to ensure your future financial security or that of a loved one. Find information on a wide variety of such gifts. Through the RAND Legacy Society, a bequest to RAND might afford the opportunity for you to make a larger gift than you ever thought possible.

Gift Pledges

A pledge is a formal statement of intention to make a gift to RAND. It may be followed by an immediate gift, or may simply confirm your intention to make a gift in the future. Many donors choose to complete their gift pledges by making regular payments over a specified period of time. Such a method often allows donors to make a more generous gift than they may have originally considered. Whenever possible, RAND encourages full payment of pledges within three to five years of the original commitment.

Appreciated Securities

A gift of long-term appreciated marketable securities can provide you with tax advantages as well as providing RAND with philanthropic support. RAND's Development Office can advise you or your broker of the specific information needed to facilitate such a gift.

Matching Gifts

Many corporations demonstrate their support for RAND by matching, or multiplying, their employees' gifts, up to a set amount. You may want to ask whether your employer participates in such a program, as well as to determine any restrictions that may apply to their matching gifts. The Pardee RAND Graduate School is an accredited institution qualifying for educational matching gifts.

Closely Held Securities

Securities in a company that is not publicly traded are known as closely held securities. A gift of these securities may provide the donor with significant tax savings.

Gifts with Retained Interest

Your gift to RAND can allow you to hold an interest in that gift for your lifetime, or else for a specified period of years after which the funds become available to RAND. For example, you can set up a charitable trust, which allows you or a beneficiary to receive income from that trust for a specified period, or for life. Or, you can donate your home to RAND while retaining the right to live in it for life.

Gifts of Real Estate

You may claim an income tax charitable deduction based on the full market value of the gift or eliminate certain costs associated with the transfer of real property when you give a gift of your home or real property to RAND. Gifts of real estate can also provide income to you.

Restricted Gifts

Your annual gift or multiyear pledge may be earmarked for specific RAND research units, centers, and programs—including research on the arts; research on child policy; the RAND Alumni Association; the RAND Center for Asia Pacific Policy; the RAND Center for Middle East Public Policy; the RAND Center for Russia and Eurasia; the RAND Drug Policy Research Center; RAND Education; RAND Health; RAND Infrastructure, Safety, and Environment; RAND Labor and Population; and RAND Law, Business, and Regulation—or for the Pardee RAND Graduate School.

Gifts-in-Kind

You may consider giving RAND a personal possession of special interest, such as a work of art. To determine RAND's potential interest in the object you might wish to give, please contact Naveena Ponnusamy, Executive Director of Development, at 1-800-757-4618.



The material presented on this Web page is not offered as legal or tax advice. Seek the counsel of your tax advisor, attorney, and/or financial planner to determine which planned giving strategy will help you best achieve your financial and philanthropic goals.

RAND is a nonprofit 501(c)(3) organization. Tax ID 95-1958142

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