The Legacy Society is NCRF’s planned giving program, which individuals may join by providing for NCRF in their estate planning.
- Has the court reporting profession been good to you?
- Have you planned for your future?
- Do you want to protect your assets?
NCRF offers you an opportunity to leave a lasting legacy for future generations of court reporters through our planned giving program, the Legacy Society.
NCRF started the Legacy Society as a means for you to give back to your profession through your personal estate planning. By naming NCRF as the beneficiary of a will or an insurance policy, you can ensure your legacy for future generations of court reporters. By planning ahead, you will determine the fate of your assets rather than a government agency. Plus, you will enjoy the satisfaction of knowing that you’re giving back to a profession that has a long and honored history.
Legacy Society members
Deanna Baker, FAPR, RMR
Forrest M. Brown, FAPR, RDR (Ret.)
Joyce Z. Casey, FAPR, RDR, CRR, CRC
Priscilla Dlugolenski
R. Douglas Friend, FAPR, RDR, CRR (Ret.)
Wade Garner, RPR, CPE
Teresa R. Gaudet, CPE
Ellen Corbett Hannum, RMR, CMRS
Nancy Hopp, FAPR, RDR, CRR, CMRS
Shirley Houston, FAPR, RPR, CLVS
Tom Houston
Deanna K. Johnson, FAPR, RPR, CRI, CPE
Tami Keenan, FAPR, RPR, CPE
Rachel Lerschen, FAPR, CM
Christi Macri, FAPR, RMR, CRR, CRI
Adam Miller, FAPR, RPR, CRI, CLVS
Patricia Miller, CRI, CPE
Roger Miller, FAPR, RDR
James Mizanin, FAPR, RDR, CMRS, CRI, CPE (Ret.)
Reesa Parker, FAPR, RPR, CRR (Ret.)
Gary Sonntag, FAPR, RDR
Glenn Sonntag, RDR, CLVS (Ret.)
Melanie H. Sonntag, FAPR, RDR, CRR, CRC
William E. Weber, FAPR, RDR, CRR
Freida Sclafani Williams, RPR, CMRS (Ret.)
Nativa P. Wood, FAPR, RDR, CMRS
Legacy Society giving and benefits
There are several ways you can support NCRF’s Legacy Society. Each may have important income or estate tax benefits to you and your heirs.
- Outright gifts: Outright gifts can be used immediately. A gift of appreciated stock or mutual fund shares can be particularly advantageous from a tax standpoint because it avoids a capital gains tax.
- Bequests: While taking care of your loved ones, you can also make a bequest to NCRF’s Legacy Society through your will. You can leave a particular asset, a percentage of your estate, or a portion of assets remaining after other specific bequests for your family. A bequest to NCRF’s Legacy Society is fully deductible for estate tax purposes.
- Life insurance: You can name NCRF as the beneficiary of all or a portion of a life insurance policy. Amounts left to NCRF are fully deductible for estate tax purposes.
Additional benefits
- You’ll enjoy deep satisfaction knowing that you’re returning something to a profession that has been good to you.
- You are helping your profession by providing critical resources to continue important programs.
More about NCRF's Legacy Society
What NCRF will do with your support
- Support court reporting students through NCRF’s Student Initiatives Program. This program awards scholarships for their education. It also pays NCRA student membership dues for students who transcribe two or more histories under NCRF’s Oral Histories Program.
- Provide outreach education about our technology to nonreporting groups through our Legal Education Program. This program provides teaching tools for reporters to conduct seminars for law students, first-year lawyers, and judges on how to make a good record.
- Raise awareness of our profession to the public through NCRF’s Oral Histories Program. NCRF has partnered with organizations to transcribe histories of national significance such as the Veterans History Project at the U. S. Library of Congress.
- Develop and maintain strategic alliance contacts and partnerships with people and organizations that are directly affected by our profession.
- And more!
Estate planning is critical to everyone
- If you don’t plan ahead, the government will determine the fate of your assets. Be sure your will is up to date.
- By planning ahead, you control where your assets will go. You also get peace of mind, and your family won’t have the tremendous stress of straightening out your estate.
- Remember charitable giving in your planning. Charitable giving not only helps you protect your assets, but can include impressive tax reductions, avoidance of capital gains taxes, and markedly reduced estate taxes.
- You can take advantage of the special benefits that legacy gifts provide.
Designation and tax information
Use the following legal designation for NCRF’s Legacy Society for your will or on a beneficiary designation form for a life insurance policy:
“National Court Reporters Foundation, a nonprofit 501(c)(3) charitable corporation organized under the laws of the District of Columbia and having its principal office at 12030 Sunrise Valley Drive, Suite 400, Reston, VA 20191.”
Our Federal Tax Identification Number is: 54-1153729.
NCRF strongly encourages you to consult with your personal financial planner, tax consultant, or legal counsel when considering a gift of this type to NCRF’s Legacy Society or to any other organization.
Contact
For questions or additional information about this program and other NCRF programs, please email
ncrfoundation@ncra.org.