Wills & Bequest Guide

Whether you are creating your first will or updating your current plans, this guide will help navigate the oftentimes challenging elements of estate planning.

What are the benefits of making a bequest? 

  1. You leave a lasting legacy to be remembered 
  2. You lessen the burden of taxes on your family 
  3. You may receive estate tax savings 

How do I make a bequest? 

A bequest is one of the easiest gifts to make. With the help of an advisor, you can include language in your will or trust specifying a gift be made to family, friends or Arthritis Foundation as part of your estate plan. 

What are my options? 

A bequest can be made in several ways:  

  1. You can gift a specific dollar amount or asset 
  2. You can gift a percentage of your estate 
  3. You can gift from the balance or residue of your estate 
  4. You can make a beneficiary designation of certain assets 

Bequest Language 

How to include the Arthritis Foundation in your will or trust

1. Bequest of cash 
 "I give and bequeath to the Arthritis Foundation, Inc., A Georgia Corporation, the sum of $10,000 to be used for the general purposes of the Foundation." 
 
2. Bequest of a percent of the estate 
 "I give and bequeath to the Arthritis Foundation, Inc., a Georgia Corporation, 20% of my estate to be used for the general purposes of the Foundation." 
 
3. Contingent Bequest 
 "In the event that any of the above named beneficiaries shall not survive me, or shall die during the administration of my estate, within ninety (90) days from the date of my death, or as a result of a common disaster, then I give and bequeath that beneficiary’s share of my estate to the Arthritis Foundation, Inc., a Georgia Corporation, to be used for the general purposes of the Foundation." 
 
4.  Residuary Bequest 
 "I give and bequeath to the Arthritis Foundation, Inc. a Georgia Corporation, the rest, residue and remainder of my estate to be used for the general purposes of the Foundation." 
 
5.  Restricted Bequest 
 Bequests may be restricted for specific areas of our work such as research and programs.

For general purposes, planned gifts should be directed to:

The Arthritis Foundation
A Georgia Corporation
1355 Peachtree ST, NE, Suite 600
Atlanta, Ga, 30309

Tax ID:  58-1341679

Aric Grooms, Senior Director of Planned Giving

Tim Fisher, Director of Planned Giving

Ron Tollerud, Director of Planned Giving

Ed Edwin, Director of Planned Giving

Jennifer McGregor, Program Manager, Revenue Strategy and Individual Giving

Contact Us
If you feel we can be of assistance in your planning, please contact us by any of the following methods. If you are considering the Arthritis Foundation in your estate plans, please contact us so that your gift can be put to the most effective use. We want to make sure your gift is best used according to your wishes. We’re happy to provide you with a print or digital copy.

Toll Free: 1-866-528-8687
Email:  legacy@arthritis.org

Connect with us.

We are here to help in your planning and will make every effort to respond to you within 48 hours.

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  • Donate

    Donate

    Every gift to the Arthritis Foundation will help people with arthritis across the U.S. live their best life.

  • Volunteer

    Volunteer

    Join us and become a Champion of Yes. There are many volunteer opportunities available.

  • Live Yes! INSIGHTS

    Live Yes! INSIGHTS

    Take part to be among those changing lives today and changing the future of arthritis.

  • Partner

    Partner

    Proud Partners of the Arthritis Foundation make an annual commitment to directly support the Foundation’s mission.

Donate


Make a Donation

Help millions of people live with less pain and fund groundbreaking research to discover a cure for this devastating disease. Please, make your urgently-needed donation to the Arthritis Foundation now!

Become a Member

Become an Arthritis Foundation member today for just $20. You'll receive a year's worth of Arthritis Today magazine, access to helpful tools, resources, and more.

Make a Honor or Memorial Gift

Honor a loved one with a meaningful donation to the Arthritis Foundation. We'll send a handwritten card to the honoree or their family notifying them of your thoughtful gift.

Volunteer


Volunteer Opportunities

The Arthritis Foundation is focused on finding a cure and championing the fight against arthritis with life-changing information, advocacy, science and community. We can only achieve these goals with your help. Strong, outspoken and engaged volunteers will help us conquer arthritis. By getting involved, you become a leader in our organization and help make a difference in the lives of millions. Join us and become a Champion of Yes.


More About Volunteering

Live Yes! INSIGHTS


Give Just 10 Minutes.

Tell us what matters most to you. Change the future of arthritis.

By taking part in the Live Yes! INSIGHTS assessment, you’ll be among those changing lives today and changing the future of arthritis, for yourself and for 54 million others. And all it takes is just 10 minutes.

Your shared experiences will help:

- Lead to more effective treatments and outcomes
- Develop programs to meet the needs of you and your community
- Shape a powerful agenda that fights for you

Now is the time to make your voice count, for yourself and the entire arthritis community. 

Currently this program is for the adult arthritis community.  Since the needs of the juvenile arthritis (JA) community are unique, we are currently working with experts to develop a customized experience for JA families. 


How are you changing the future?

By sharing your experience, you’re showing decision-makers the realities of living with arthritis, paving the way for change. You’re helping break down barriers to care, inform research and create resources that make a difference in people’s lives, including your own.

Get Started

 

Partner


Meet Our Partners

As a partner, you will help the Arthritis Foundation provide life-changing resources, science, advocacy and community connections for people with arthritis, the nations leading cause of disability. Join us today and help lead the way as a Champion of Yes.

Trailblazer

Our Trailblazers are committed partners ready to lead the way, take action and fight for everyday victories. They contribute $2,000,000 to $2,749,000

Visionary

Our Visionary partners help us plan for a future that includes a cure for arthritis. These inspired and inventive champions have contributed $1,500,00 to $1,999,999.

Pioneer

Our Pioneers are always ready to explore and find new weapons in the fight against arthritis. They contribute $1,000,000 to $1,499,999.

Pacesetter

Our Pacesetters ensure that we can chart the course for a cure for those who live with arthritis. They contribute $500,000 to $999,000.

Signature

Our Signature partners make their mark by helping us identify new and meaningful resources for people with arthritis. They contribute $250,000 to $499,999.

Supporting

Our Supporting partners are active champions who provide encouragement and assistance to the arthritis community. They contribute $100,000 to $249,999.

More About Partnerships