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Planned Giving
When you give a Planned Gift, you ensure the future viability of MPD medical research. Through careful planning, you may find you can give more than expected and also provide a lifetime of income for yourself or loved ones.
A will is the simplest and most common form of planned giving. Donors can protect their dependents, reduce their estate taxes, and control the way in which their assets are distributed and to whom.
Charitable Gift Annuities are an easy way to make a charitable gift and receive an annual income. You can fund a gift and receive an annual income.
Charitable Remainder Trusts make periodic payments to one or more individuals for life or for a term of years. There are two types of charitable remainder trusts: Unitrust: income fluctuates annually as a fixed percentage of the fair market value of the trust. This type is best for those who want to participate in market gains and can tolerate some risk. Annuity trust: income payments are fixed and determined when the gift is made. This is attractive to individuals who wish to avoid risk. Gifts of Life Insurance. If you have a life insurance policy that you no longer need, a gift of a life insurance policy can be a way to combine charitable objectives with tax advantages for you.
Gifts of Personal Property. Mutual funds, corporate stock, and government, corporate and municipal bonds are the most common types of personal property gifts. They are easy to value and are simple to transfer. Tangible items such as, paintings, photographic exhibits, sculptures, stamp and coin collections, are also treasured.
Retirement Benefits. If you are planning to divide your estate between the MPD Foundation and your heirs, there can be significant tax advantages - both income and estate - to naming the MPD Foundation as beneficiary of your IRA, 401(k) or other qualified retirement plans, and leaving your other assets t o your heirs.
Planned gifts should be designed with care. You and your advisor can determine what is most appropriate and beneficial for you. If you do not have a financial advisor please click here to be directed to an advisor with NorthStar.
For more information about the MPD Foundation's Planned Giving Program, please contact Ann Brazeau, Associate Director, at 312-683-7226.
