Planned Giving
Planned gifts are the ultimate expression of your commitment and caring -- an opportunity to invest in the shared vision of a world without epilepsy, where no one suffers seizures and everyone enjoys the freedom to participate fully in life.
The goal of planned giving is to combine your philanthropic goals with your estate planning objectives and attain both. A win-win plan to help others as you achieve your financial goals!
A variety of assets and investment vehicles qualify as planned gifts, each offering unique benefits for you. Key benefits and tax advantages are summarized below. Be sure to consult your legal and financial advisors to select the option that best meets your financial planning objectives.
| Your Goal |
Planned Gifts to Consider |
Primary Benefit¹ |
|
Control income and principal
|
Name Epilepsy Foundation as beneficiary of retirement plan
Bequest via living trust or will
|
Potential estate tax savings
|
|
Dispose of appreciated real estate
|
- Outright gift
- Charitable remainder trust
- Bequest
- Living trust or will
|
Income tax deduction equal to fair market value when title transfers
Reduce or avoid capital gains tax
|
|
Receive regular guaranteed payments
|
Establish a charitable gift annuity
|
Receive payments for life at a rate of up to 12% depending on age
|
|
Convert assets to earn variable income
|
Invest in pooled income fund
|
Immediate income tax deduction
Quarterly lifetime income payments, based on investment return of the fund
Reduce capital gains tax
|
|
Make a generous gift with modest annual payments
|
Purchase new life insurance
Name Epilepsy Foundation as beneficiary of existing life insurance
|
Annual income tax deduction equal to annual policy premium if Epilepsy Foundation owns the policy.
Potential estate tax savings
|
¹ Up to the legal limit as specified by the IRS.
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