Legacy Giving

Thank you for thinking of GiveWell in your long-term planning. We appreciate your interest in including GiveWell in your will or trust, or as the beneficiary of a life insurance policy, investment account, or retirement account.

Note: For donors in the Netherlands, we are registered as The Clear Fund, and our RSIN is 8262.78.516. Please use this rather than the EIN listed above.

Donors in the UK can make legacy gifts to GiveWell UK using the following information:

GiveWell UK
Registered Charity Number: 1196392
10 Queen Street Place
First Floor
London EC4R 1BE

Notes for legacy giving

• Suggested language for including GiveWell in your will or trust is below. Please note: we recommend using general language, as the structure of our giving recommendations may change over time.
• It is helpful for us to know when we have been included in the long-term plans of our supporters. If you’ve already included GiveWell in your plans, please let us know by filling out GiveWell’s Legacy Gift Intention Form below.
• If you’re interested in speaking about your giving plans or about GiveWell’s research and programs more generally, we would appreciate the opportunity to connect with you. If you fill out this form, we will be in touch shortly to schedule a call.

A note on beneficiary gift allocations (for life insurance policies, IRAs, brokerage accounts, etc.)

Most financial institutions do not provide space to make a specific designation for your gift. Our default is to allocate gifts made through a beneficiary designation to GiveWell's unrestricted fund. This means that GiveWell will use its discretion to allocate the gift to where it is needed most, including to our operations, subject to our excess assets policy. If you would like to specify a different allocation, for example, to redistribute 100% of the gift to GiveWell's All Grants Fund, you will need to notify us of your desired allocation by filling out GiveWell’s Legacy Gift Intention Form. If this form is filled out, we will keep your wishes on file and allocate accordingly when the gift is made. Please note that we advise against designating a specific top charity as it is quite possible that by the time your gift is made, the composition of our top charity list will be different.

Suggested language for wills and trusts

If you would like GiveWell to distribute all funds to recommended grantee organizations:

"I give, devise, and bequeath [amount, percentage, etc.] to The Clear Fund dba GiveWell, EIN 20-8625442, for redistribution to recommended grantee organizations at The Clear Fund's sole discretion as to the areas of greatest need, and on a schedule to be determined by The Clear Fund."

If you would like to support GiveWell operations and recommended grantee organizations (allowing GiveWell to decide how funds should be allocated between the two). More information about our excess assets policy is available here:

"I give, devise, and bequeath [amount, percentage, etc.] to The Clear Fund dba GiveWell, EIN 20-8625442, for use at The Clear Fund's sole discretion as to the areas of greatest need, and on a schedule to be determined by The Clear Fund."

If you would like to support GiveWell operations and recommended grantee organizations (specifying how funds should be split between the two):

"I give, devise, and bequeath [amount, percentage, etc.] to the Clear Fund dba GiveWell, EIN 20-8625442. X [amount or %] shall be used for redistribution to recommended grantee organizations at The Clear Fund's sole discretion as to the areas of greatest need, and on a schedule to be determined by The Clear Fund, and Y [amount or %] shall be unrestricted and used at The Clear Fund's sole discretion as to the areas of greatest need, and on a schedule to be determined by The Clear Fund."

If you prefer to print this information and mail in the Legacy Gift Intention Form, you can download a printable version of this page here.