Wills and Estate Planning

Your Legacy, Their Future: The Bill Roby, Sr. Legacy Society

A Lasting Commitment to Veterans

When you include USA Cares in your will or estate plans, you’re making a promise that veterans and their families will not be left alone in times of crisis. Your legacy gift ensures that when bills pile up, the lights go dark, or rent comes due, help will be there.

Why It Matters

Every day, veterans face hardships that can push them to the breaking point. Your planned gift provides stability that reduces the risk factors that can lead to veteran suicide. It is a way of turning your values into action that lasts beyond your lifetime.

The Bill Roby, Sr. Legacy Society

To honor those who choose this lasting commitment, we created The Bill Roby, Sr. Legacy Society. Named for longtime board member and advocate Bill Roby, Sr., the society recognizes supporters who share his compassion and dedication to veterans.

By joining, your impact continues beyond your lifetime, bringing hope and stability to families who have sacrificed so much for our country.

Ways to Leave a Legacy

You can create a legacy of support in several ways:

  • Bequest in your will or trust: Include USA Cares, Inc. as a beneficiary to help keep veteran
    families stable and safe.
  • Gift of real estate or property: Contribute assets that can be used to provide housing or
    prevent eviction for military families.
  • Gift of retirement or investment assets: Name USA Cares as a beneficiary of an IRA, 401(k), or brokerage account to ensure veterans get urgent help when they need it.
  • Gift of life insurance: Assign a policy or name USA Cares as a beneficiary to extend your
    impact far into the future.

Retirement accounts, investment accounts, and life insurance policies typically have a beneficiary form that controls the distribution of those assets. When making estate plans, be sure to update those forms to reflect your wishes.

Benefits of Membership

When you notify us of your planned gift, you join a community dedicated to reducing the crises that can lead to veteran suicide. As a thank-you, members of The Bill Roby, Sr. Legacy Society also receive:

  • A commemorative lapel pin
  • Recognition in the USA Cares Annual Report (with the option to remain anonymous)
  • Premium table placement at the Groundhog Day Breakfast

Tax Information

  • Legal Name: USA Cares, Inc.
  • Address: 11760 Commonwealth Drive, Louisville, KY 40299
  • Tax ID (EIN): 05-0588761
  • Type of Organization: 501(c)(3) nonprofit

Your Plans

If you have already included USA Cares in your plans, thank you. Please let us know so we can honor your generosity and plan for the future of USA Cares. All information is kept confidential. We acknowledge and respect those who wish to remain anonymous.