How to Give

Epilepsy Foundation » How to Give » Planned Giving 

Planned Giving

Annual ReportPlanned 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.