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Make an impact while planning for your future

Make your will for free

We also offer the ability to create a free Revocable Living Trust

Everybody needs a will

Whether you’re 18 or 108, everyone should have a will in place. People use wills to choose who gets their property, name guardians for minor children, provide a plan for pets, and more.

Through a will, many people also choose to leave a part of their estate to Plan USA and make an impact on the causes they love, for years to come.

Why give in your will?

Continue to use assets or property during your lifetime
Potentially reduce your estate tax burden
Leave a lasting legacy to Plan USA

Common gifted assets in wills and trusts

  • Financial accounts
  • Real estate
  • Vehicles
  • Brokerage accounts
  • Crypto and NFTs
  • Personal property

Make your will online – for free!

Plan USA has partnered with FreeWill to offer an online estate planning tool that makes it easy and cost-free to make your plan. In as little as 20 minutes, you can help support our mission for future generations.

We also offer the ability to create a free Revocable Living Trust


Popular resources

Estate planning checklist

Ten important documents to get your affairs in order.

Download

Sample bequest language for your will or trust

This language may help you and your attorney as you consider a gift that will meet your financial and personal goals.

Download

Sample codicil

When it’s time to update your will, you can use a codicil—an addition or supplement that explains or modifies your existing will.

Download

Supporters Like You Make All the Difference

“The impact we can make on a child’s life will, we believe, have an enormous ripple, like a pebble dropped into a pool, whereby their improved health and education will have a positive impact on every person they come into contact with throughout their life.”

— Carol Rees and John Foley, Plan USA Legacy Circle members

Roberta FitzGerald’s story

“I saw the impact I was making over the years.”

When Roberta FitzGerald stepped off the plane in the Philippines more than 30 years ago, she felt someone tug on her skirt. She looked down and heard a little boy saying, “Mommy, mommy.” Poverty in the country at that time was extreme and widespread.

“I saw that the need was so great,” Roberta remembers.

Over the course of many international trips, that moment stuck with her. And when a friend mentioned sponsoring a child for an organization called Plan, she was interested in learning more. For Christmas of 1986, she made the decision to become a child sponsor. Her first child lived in the Philippines.

Now, Roberta sponsors two children: Jhonny, 3, from Brazil, and Ngoc, 11, from Vietnam. She’s made a difference in many children’s lives over the years. She remembers another child in the Philippines whose father was a seasonal fisherman. The job wasn’t enough to keep the family afloat. So, the child’s mother got involved in a small cooperative store organized by Plan, and the family became self-sufficient year-round.

Another child, Lap, lived in a modest wooden house when Roberta started sponsoring. But, over time, Plan helped the community and the child’s family learn new skills and flourish. Roberta watched their home transform in photos, from wood to much more stable, safe cinder blocks. Best of all, Lap got a bookcase and a small desk so he could do his homework.

“I saw the impact I was making over the years,” Roberta says.

Because Roberta has endowed one of her child sponsorships, she will provide access to life-changing sponsorship programs for generations of children even after the end of her lifetime. An endowed sponsorship pays the annual sponsorship fees for one child in perpetuity, and as one child graduates from the program another one can be added to take his or her place. In this way Roberta’s impact will continue, child after child, for years to come.

Roberta says that with Plan, you can be confident your contribution is going exactly where you intend.

“You see the progress and the accomplishments, how these families and communities change for the better,” she says. “It gives you great satisfaction to be part of the process.”

Read more

Frequently Asked Questions

Yes! Gifts of any size are deeply appreciated. Many people choose to leave a percentage of their estate, which scales up or down with your estate size.

Yes! Knowing in advance about your intentions is quite helpful to our staff, but you are always welcome to not share your gift.

We’ve partnered with FreeWill to help you make a will or trust at no cost to you. You can use this to complete your plans, or you may choose to use the same tools to get your affairs in order before visiting an attorney (who is likely to have a fee associated with finalizing your plans).

Yes. You are always free to revise or update your estate plans.

Yes! FreeWill will never share your personal information without your permission.

We’re here to help you meet your goals!

Our team would be happy to speak with you in confidence about your giving goals, with no obligation.

Name: Angelica Scanu

Title :Associate Director, Planned Giving

Phone: 401-562-8400

Email: angelica.scanu@planusa.org

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More ways to make an impact

Beneficiary designations

Gifting assets not covered by your will — like 401(k) or IRA accounts — may help your heirs avoid unwanted taxes, even if you’re below the estate tax threshold.

Learn more

Popular tax-smart gifts

Many people are increasingly choosing to give non-cash assets, so they can have a bigger impact at less cost to them.

Learn more

Gifts that pay you back

Give assets while providing yourself or others with income for a period of time or distributions at a later date.

Learn more