Leave a Legacy Through Planned Giving
and the Taussig Society
Founders Hal and Norma Taussig with Co-CEO Elizabeth Killough
Whether it’s called Planned Giving, Legacy Giving, or Estate Planning, the concept is the same—making a gift for the future through your estate. Hal led the way on this by using his will to leave all of his personal wealth to the Foundation, including his business, UnTours travel.
Founded in 1992, the UnTours Foundation uses its full endowment as a revolving loan fund investing in world-enhancing entrepreneurs, who are solving social, economic, and environmental problems. We inspire and guide other foundations to do the same and move their endowments into investments that fulfill—and no longer work against—their missions.
By making a planned gift to the UnTours Foundation, you leave a legacy of support for change making, risk taking, earth shaking businesses for many years to come. Just like Hal.
The Taussig Society
Named in honor of Hal Taussig, the trailblazing founder of the UnTours Foundation, the Taussig Society recognizes individuals who have included the foundation in their wills, trusts, retirement plans, or life insurance policies, or who have contributed to our Charitable Remainder Trust.
Will, Trusts, Retirement Plans,
and Life Insurance Policies
- Giving through your will is one of the easiest
planned gifts to make. - Naming the Foundation as a beneficiary in your
retirement plans and/or life insurance policies is
also simple.
An example of a bequest to the UnTours Foundation would be, “I give to the UnTours Foundation, a public charity (EIN #23-2703497) in Media, Pennsylvania, [a percentage of the estate or specific dollar amount] to be used for its general support and charitable purposes without restriction.”
Life Income Gift:
Charitable Remainder Trust
Are you looking to provide a legacy gift for the future but would like income now? Our Charitable Remainder Trust is a great tool. In short, you donate a minimum of $10,000 to our organization, and we invest that money into world-changing businesses.
Annual Return Details
- For donors 70 and older, we pay a fixed 5% annual return on those dollars for as long as you live, after which the original donation stays with the Foundation.
- For donors under 70, we pay a fixed 5% annual return on those dollars for 20 years, after which the original donation stays with the Foundation.
Please always consult with your financial advisor, estate planning attorney, or accountant.
Make Your Plan
We’re here to help you do that. And if the UnTours Foundation is already in your will, we’d love to know! Please contact Elizabeth and share your arrangements.
Plan for your legacy today.
Hal Taussig on a bike
Plan for your legacy today
Hal Taussig on a bike
