Join the ITEP Legacy Society
Create a legacy of giving for fair and equitable tax policy.
We all have a vested interest in sustainable tax policies. Remember the Institute on Taxation and Economic Policy in your will or trust and help build a fairer economy for the next generation. Since 1980, ITEP has provided policymakers, advocates and the public with important research and analysis regarding state and federal tax policy.
Your support ensures ITEP can continue fighting for fair and adequate taxes at the state and federal levels.
Ways to leave a legacy
Beneficiary Designation
Name ITEP as a beneficiary of a retirement account, life insurance policy, or donor-advised fund — often the simplest way to give.
Talk to Us
ITEP works with you and your professional advisor to choose the planned giving option that best fits you and your family.
All donations made to ITEP, a 501(c)(3) organization, are tax deductible.
Make a gift in your will or trust
When you leave a gift to the Institute on Taxation and Economic Policy (ITEP), you’re supporting work to move the nation toward more progressive federal and state tax policies that raise enough revenue to fund our common priorities.
How it works
- All gifts make a difference, no matter the size.
- Make a gift for a set amount or a percentage that adjusts no matter what the future may bring. You can change the amount or beneficiaries at any time.
- Ensure your gift is made only after you’ve taken care of your family first.
Sample language
"I [name], of [city, state ZIP], give to the Institute on Taxation and Economic Policy, a 501(c)(3) organization incorporated in the District of Columbia, with a current business address of 1301 Connecticut Avenue NW, Ste 220, Washington, DC 20036, and a tax identification number of 04-2688165, ([___ percent] of my residuary estate or [the sum of $____]) for its general purposes."
What you need to know
Organization legal name and address
Institute on Taxation and Economic Policy
1301 Connecticut Avenue NW, Ste 220
Washington, DC 20036
Federal Tax ID #
04-2688165
With your support, we can continue making a difference
Our Legacy Society members
Katherine Blauvelt
Howard Chernick
Joan Entmacher
Alan Essig
Robert Donnalley
Nick Johnson
Richard D. Pomp
Meg Wiehe
Have you already made a legacy gift to ITEP? Please let us know!
Institute on Taxation
and Economic Policy
ITEP is a non-profit, non-partisan tax policy organization. We conduct rigorous analyses of tax and economic proposals and provide data-driven recommendations to shape equitable and sustainable tax systems.
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Promote Fair Tax Policy
Your gift to ITEP promotes tax justice. With your help, we do research that supports taxing millionaires and billionaires, taxing big corporations and raising revenue for the things our people, our communities and our planet need.
Together, we can create a country with more economic justice, more racial justice, more climate justice… and more tax justice.