Planned Giving
Every gift made to Erikson supports work that has limitless influence
Fortify your legacy with a planned gift to Erikson
Alumni and supporters can contribute to Erikson Institute’s sustainability and longevity by making a commitment through their wills and trusts. Planned gifts allow supporters to signal their support for Erikson Institute in the long-term while balancing their current financial security.
types
Erikson Institute can accept the following estate, living trust and beneficiary gifts:
- Bequests—either unrestricted where the need is greatest or restricted to an area that you designate (for example to scholarships or a specific program). You may choose to give a percentage of your overall estate, a specific dollar amount, or the residual of your estate after all other bequests have been made.
- Other vehicles—You can name Erikson as a beneficiary of your life insurance or retirement plan.
Erikson Institute
451 N LaSalle Dr.
Chicago, IL 60515
Tax ID: 36-2593545
membership
Erikson Institute’s Legacy Society
A planned gift to Erikson Institute sustains your generosity over a lifetime and makes a powerful statement about your legacy.
At Erikson Institute, we celebrate our planned giving donor’s commitment to Erikson through special recognition in Erikson’s Legacy Society. The Legacy Society honors and recognizes the generosity and vision of those who have chosen to leave a legacy to Erikson Institute through their estate or deferred gifts. Legacy donors receive invitations to special activities and recognition in Erikson Institute publications. The Institute will also honor requests for donor anonymity.
Honor Roll recognition on the Erikson website and all printed stewardship materials including Erikson’s annual luncheon programs
Special invitations to Erikson’s Inspire Circle series and other special events
Bequest gifts may reduce overall estate taxes
Promise future funding for Erikson Institute
Legacy Spotlight
Join the Legacy Society
If Erikson Institute is in your will or estate plan, please let us know by completing this form.
Planned Giving
Please complete the form below to confirm your participation in Erikson’s Legacy Society. Wherever you are in your planning, please feel free to reach out to the Erikson Advancement team with any questions.
Questions?
Contact the Advancement team for questions about Erikson’s Legacy Society.
