• George W. Bush Institute

    George W. Bush Institute

  • Through our three Impact Centers -- Domestic Excellence, Global Leadership, and our Engagement Agenda -- we focus on developing leaders, advancing policy, and taking action to solve today’s most pressing challenges.

Freedom Hall Society

Leave a lasting legacy and make a planned gift to the George W. Bush Presidential Center today.

The George W. Bush Presidential Center's Freedom Hall Society honors friends of the Bush Center who make a gift through a bequest, trust arrangement, or other estate-plan provision.

Planned gifts, such as bequests or charitable trusts, can provide financial and tax benefits for you and your family while enabling you to leave a lasting legacy. Your gift can provide significant support for the Bush Center and for the Bush Institute as it advances freedom and develops future leaders.

TOGETHER WE CAN BUILD A WORLD THAT IS FREE AND JUST, A WORLD THAT RESPECTS PEOPLE'S DIGNITY AND REWARDS THEIR ENTERPRISE AND CREATIVITY.
PRESIDENT GEORGE W. BUSH

Freedom Hall Society Benefits

As members of the Freedom Hall Society, you will receive:

  • Invitation to a Bush Center event
  • Subscription to the Bush Center Newsletter
  • George W. Bush Presidential Center Calendar

You can become a member of the Freedom Hall Society by informing us that you have arranged for one of the following gifts:

  • A bequest to the Bush Center in your will or through a revocable trust
  • The creation of a charitable lead or charitable remainder trust for the benefit of the Bush Center
  • The naming of the Bush Center as the beneficiary of a retirement plan or life insurance policy
  • Deeding of oil, gas, or mineral interests

Planned gifts in any of these forms may be made in memory or in honor of family and friends.

If you have already included the Bush Center in your will or estate plans, please let us know so that we can recognize you as a member of the Freedom Hall Society.  All information will remain confidential.

Prior to making a commitment to the Bush Center, please consult with a financial and legal adviser to help determine which planned giving vehicle is ideal for you.

To learn more about the Freedom Hall Society, please contact Dee Rindt at (214) 200-4384 or drindt@bushcenter.org.

Click to view our Gift Acceptance Policy

Sample Language for Bequests

You can include a gift to the George W. Bush Presidential Center in your will or trust. Below are sample provisions that your advisors can use to memorialize your charitable intentions toward the Bush Center. Please contact our General Counsel and Board Secretary, Guy Kerr at gkerr@bushcenter.org or (214) 855-4309 for assistance in wording your bequest.

Specific Bequest
With a specific bequest, you may stipulate that a certain percentage of your estate, a certain dollar amount or particular assets be given to the Bush Center. Examples of such language may include:

  • "I give (the sum of $______ or ______) to the George W. Bush Foundation (Tax ID #20-4119317), Dallas, Texas, for its general purposes."
  • "I give the following described property to the George W. Bush Foundation (Tax ID #20-4119317), Dallas, Texas, for its general purposes: [describe property]."

Residuary Bequest
With a residuary bequest, you may state that all, or a portion, of the estate be given to the Bush Center after specific gifts are distributed to other beneficiaries. Examples of such language may include:

  • "I give all of the rest, residue and remainder of my estate to the George W. Bush Foundation (Tax ID #20-4119317), Dallas, Texas, for its general purposes."
  • "I give _____% of the rest, residue and remainder of my estate to the George W. Bush Foundation (Tax ID #20-4119317), Dallas, Texas, for its general purposes."

Restricted Bequest
If you want to designate how the Bush Center uses your bequest, your will or trust should specify a particular purpose. To ensure that your goals can be accomplished, please contact us before you sign your estate planning documents. An example of such language may include:

  • "I give [amount, description of asset, percentage of estate, remainder, etc.] to the George W. Bush Foundation (Tax ID #20-4119317), Dallas, Texas, to be used for [purpose]."

Restricted Bequest for Endowment
If you want your bequest to be held in perpetuity while the income stream is used to support the Bush Center, your will or trust must specify that the gift creates an endowed fund. To ensure that your goals can be accomplished, please contact us before you sign your estate planning documents. An example of such language may include:

  • "I give [amount, description of asset, percentage of estate, remainder, etc.] to the George W. Bush Foundation (Tax ID #20-4119317), Dallas, Texas, for the creation of [name of donor endowment fund], with the income being used for [purpose] in accordance with its endowment spending policy."

Guidelines for minimum levels for new named endowment funds are available at X.

CONTACT US

Please let us know if you have included the Bush Center in any of your planning so we can properly record your gift intention and welcome you as a new member of the Freedom Hall Society. Notifying us of your plans is also a great way to encourage others to follow your lead in supporting the mission of the Bush Center.

The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results.

 

Dee Rindt, Associate, Stewardship
Phone: (214) 200-4384
Fax: (214) 200-4378
Email: drindt@bushcenter.org

Legal Name: The George W. Bush Foundation

Address:
George W. Bush Presidential Center
2943 SMU Boulevard
Dallas, TX 75205

Federal Tax ID Number: 20-4119317

Glossary

Annuity: A contract or legal obligation to pay specified amounts over a specified period of time to specified individual(s) in exchange for cash, securities, or other tangible property.

Beneficiary: One named in a will, trust, or other legal document to receive an interest in an estate. One named in a trust to receive either income or the remainder of the trust. The income recipient or “annuitant” of a charitable gift annuity. The one who receives the death benefit paid by a life insurance policy. 

Bequest: A direction in a will to distribute property or money, a “legacy.”

Charitable Gift Annuity: A contract to pay a fixed dollar amount annually to one or two beneficiaries for life issued by a charitable organization in exchange for a contribution. 

Charitable Lead Trust: An irrevocable trust that pays income to charity for a number of years and then distributes its remainder to one or more individuals.

Charitable Remainder Trust: An irrevocable trust that pays income to one or more individuals either for life or for a number of years and then distributes its remainder to one of more charitable organizations. 

Irrevocable Trust: A trust that cannot be changed or dissolved.

Life Estate: A gift of property in which the donor retains the right to use the property for life.

Life Income Gift: A charitable gift plan allowing a donor to make a contribution and, as a result, receive an income for one or more individuals. 

Personal Property:

  • Tangible: physical objects such as jewelry, artwork, antiques, automobiles, and clothing
  • Intangible: items the value of which is not tied to their physical form such as royalties or patents

Probate: The legal process of proving the validity of a will, used loosely to mean the administration of an estate.

Real Property: Land and the buildings, fixtures, and other items that are attached to it in a relatively permanent manner. 

Revocable Trust: A trust that can be changed or dissolved by the grantor or others.

Trust: An arrangement whereby property is held and managed for the benefit of others. 

Trustee: Party legally responsible for carrying out the terms of a trust.

Will: A legal instrument disposing of a person’s property at the time of his or her death.

Donor story

"Rachel and I respect and admire President and Mrs. Bush's principled leadership.  A planned gift to the Bush Center enables me to leave a lasting legacy that honors President and Mrs. Bush and advances the work they continue to do for our Nation and the world." 
— Jack Oliver, Leader, Public Policy and Government Affairs, Bryan Cave Leighton Paisner