Planned Giving

You can make a lasting impact by remembering Direct Relief in your estate plans. Often referred to as “planned gifts,” these opportunities allow you to create a lasting legacy representing your lifelong values while planning for your own future as well as that of your loved ones.

By reviewing various options with your financial advisor, you can determine the estate plan gift that meets your immediate and future financial needs.

Joining the Legacy Society

The Legacy Society exclusively recognizes those caring individuals who have included Direct Relief in their estate plans. Their commitment and dedication are shining examples of generosity that will help Direct Relief continue its efforts to improve the health and lives of people affected by poverty or emergency situations by mobilizing and providing essential medical resources needed for their care.
When you establish any one of the following estate plan gifts and inform us of your intentions, you will qualify for membership in our Legacy Society. Download the Legacy Society Membership Confirmation Form.

For more information about planned giving, including joining the Direct Relief Legacy Society, please contact Dean Axelrod at

Types of Gifts

  • Name Direct Relief in your will or living trust (Bequest)
    • Sample Bequest Language:
      “I hereby give, devise and bequeath to Direct Relief, located in Santa Barbara, CA (tax identification number: 95-1831116), [$_____ specific dollar amount or _____ percent of my residuary estate] to be used for its general charitable purposes.”
  • Make a tax-free distribution from your IRA to Direct Relief
  • Designate Direct Relief as a beneficiary of your IRA or Pension Plan
  • Gift ownership of a Life Insurance Policy

Direct Relief is a 501(c)(3) nonprofit institution recognized by the IRS as a public charity.
Our Federal tax ID number is 95-1831116