Planned Giving Your Legacy Can Illuminate the Future
Join the 1749 Legacy Society
Since 1749
Thank you for standing with us
Year after year, our supporters have chosen to stand with us in publishing, distributing and illuminating the works of Emanuel Swedenborg. Because of them, a tradition of spiritual inquiry stretching back to 1749 endures.
Many of our most committed friends have found this meaningful: including the Foundation in their long-term plans. Whether your gift comes now or later, your values are continued for generations.
Membership
Every planned gift of any size makes you a member
The 1749 Legacy Society is named in honor of the year Emanuel Swedenborg began recording the spiritual insights that would shape his life’s work. Membership is how we honor those whose vision extends beyond the present moment.
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Personal acknowledgment from Foundation leadership
A real conversation or letter from Foundation leadership.
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An annual update on the impact your legacy is creating
What your intention is already making possible.
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Invitations to special programs and conversations with the people behind the work
Members hear about new translations first.
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Recognition in Foundation publications, if desired
Entirely your choice. Many members prefer to remain anonymous, and we honor that.
“My mother found and fell in love with Swedenborg’s writings in the 1940s. I consider it giving her money to something she loved. I am very happy with my decision to help ensure the future of the Swedenborg Foundation by including the Foundation in my will and by naming the Foundation as the primary beneficiary of one of my Traditional IRAs.”A life member, on why he included us in his plans
Four ways to join
Common options, in plain language
Most people start here
Include us in your will
Name the Swedenborg Foundation as a beneficiary of a specific dollar amount, a percentage of your estate, or the remainder after other gifts are fulfilled. A short clause added to an existing will or trust is all it takes.
Takes a few minutes
Name us on your account
Name the Foundation as a beneficiary on a retirement account such as an IRA or 401(k), a life insurance policy, or a payable-on-death bank account. This is often the simplest form of planned giving.
Helps us this year
Give directly from your IRA
If you are 70½ or older, you may direct up to $111,000 a year from your IRA straight to the Foundation. The amount is not counted as taxable income, and once required distributions begin it counts toward them.
Pays you an income
A gift that pays you back
Transfer assets into a trust that pays income to you or to loved ones during your lifetime, with the remainder passing to the Foundation. This can be an effective strategy for appreciated assets. Your attorney would set this up after an initial consultation to get all the details.
An invitation to connect
I would love to speak with you personally
A genuine, confidential conversation. I want to understand what matters most to you, what drew you to Swedenborg’s work, and how a gift might reflect your intentions. No obligation at all.
Tim Bilger, Acting CEO
For your attorney
The exact wording for your attorney, ready to copy
Choose the sentence that fits your situation. Click the button beneath it to copy the words, then paste them into an email to your attorney or financial advisor. Each sentence is ready to use exactly as written.
Legal name: Swedenborg Foundation, Inc.
Address: 70 Buckwalter Road, Suite 900 PMB 405, Royersford, PA 19468
Tax ID: 13-1362850
Organization: a nonprofit corporation exempt under section 501(c)(3)
A set amount
I give the sum of to the Swedenborg Foundation, Inc., a nonprofit corporation, tax identification number 13-1362850, of Royersford, Pennsylvania, for its unrestricted purposes.
A percentage of your estate
I give percent of my estate to the Swedenborg Foundation, Inc., a nonprofit corporation, tax identification number 13-1362850, of Royersford, Pennsylvania, for its unrestricted purposes.
The remainder, after your family is provided for
I give the remainder and residue of my estate to the Swedenborg Foundation, Inc., a nonprofit corporation, tax identification number 13-1362850, of Royersford, Pennsylvania, for its unrestricted purposes.
On a beneficiary form, full address
Swedenborg Foundation, Inc., Tax ID 13-1362850, 70 Buckwalter Road, Suite 900 PMB 405, Royersford, PA 19468, Phone: 610-430-3222
On a beneficiary form, where space is short
Swedenborg Foundation, Inc., Tax ID 13-1362850, Royersford, PA
This page is general information only. It is not legal, tax or financial advice, and tax figures change from year to year. Please consult your own attorney or advisor before making any decision. Supporters outside the United States are very welcome, and tax treatment will depend on the law of your own country.
Tell us more
Already included us? Please tell us.
Many supporters arrange a gift and never mention it, which means we never get to say thank you. Telling us commits you to nothing, and you may remain anonymous. Knowing also helps us plan honestly for the years ahead.
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See what drives so many to give
Our Tribute Wall and Gratitude Wall collect the names of those honored by our supporters. See who has been remembered.
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