SBP’s Legacy Giving Circle honors individuals who support us by including SBP in their charitable bequest or beneficiary designation.

When you make a legacy gift to SBP, it represents a deep personal commitment to the continued success of SBP’s mission – to shrink the time between disaster and recovery. While these gifts often honor or memorialize loved ones, they also provide an investment in SBP’s future and leave a lasting legacy that will fortify people against unnecessary suffering by providing tools for a prompt, efficient and predictable recovery.

In 2015, Congress passed an IRA charitable rollover provision that allows donors ages 70 1/2 and over to make direct contributions up to $100,000 from IRAs. Designating SBP as a beneficiary or making a gift to SBP in your will enables you to maintain your lifestyle and commitments today while creating a predictable path home for families impacted by future disasters. 

A bequest may be right for you if:

  • You would like to leave a lasting legacy at SBP.

  • You want the flexibility to change your mind.

  • You want continued access to your wealth, should you need it.

  • You are concerned about outliving your resources.

How it Works 

  1. You make SBP a beneficiary in your will, or a designated beneficiary of your retirement plan, life insurance policy, or other asset.
  2. SBP receives your gift when your estate is settled.

Sample Gift Language

A bequest can deliver a specific gift to SBP (“I bequeath to SBP (Tax ID # 26-2189665), located at 2645 Toulouse Street, New Orleans, LA 70119 the sum of Ten Thousand [$10,000] Dollars”). Or it can deliver a percentage of the balance remaining in your estate after taxes, expenses and specific bequests have been paid — what’s known as the residue (“I bequeath Ten [10%] Percent of the residue of my estate”). Alternatively, SBP can be named as a contingent beneficiary if one or more of your specific bequests cannot be fulfilled.

When you notify us that you have named SBP in your will or estate plan, you will become a member of SBP’s Legacy Giving Circle, which is our way of recognizing your remarkable commitment to the future of SBP and its mission to shrink the time between disaster and recovery. 

For more information on the Legacy Giving Circle or to let SBP know that you have left them in your will or estate plan, please contact Greg Loushine at 281.780.2073 or gloushine@sbpusa.org.

SBP cannot render tax or legal advice. Please consult your professional advisor about your specific situation before making a charitable gift.