Planned Giving
When you make a planned gift to the Cancer Research Institute, you are supporting scientists and doctors who are developing breakthrough immunotherapies to conquer cancer—all while gaining financial and tax benefits for you and your family.
There are several ways to make a planned gift, all of which benefit your estate while also helping the Cancer Research Institute. Take a look at a couple of our most popular options below and please do not hesitate to give us a call with any questions you may have – we want to help you find the best choice for you!
If you have already included the Cancer Research Institute in your estate plans, thank you! You are now an important member of the Helen Coley Nauts Society. If you haven’t already, please let us know about your plans so we can thank you accordingly!
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Assets You Can Give
You can use a number of assets to make a planned gift to the Cancer Research Institute. While cash is still the most popular option, the Cancer Research Institute does accept several other assets, allowing you to make a significant gift to the Cancer Research Institute with little expenditure.
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Annuities and Trusts: Gifts That Pay You Income
Using an annuity or a remainder trust, you can make a gift to the Cancer Research Institute while also ensuring that you or your chosen beneficiary is taken care of. These plans allow you to collect a stable form of income for life and can also result in savings on income, capital gains, gift, and/or estate taxes.
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Lead Trusts: Providing for Your Loved Ones
With a charitable lead trust, you can make annual gifts to the Cancer Research Institute for a period of time and have the assets transferred to your chosen beneficiary when the term ends. This enables you to support CRI and provide for your heirs, all while sharply reducing gift and estate taxes.
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Bequests and Other Planned Gifts
Bequests, retirement plan gifts, and life insurance gifts are among the easiest and most helpful ways you can give to the Cancer Research Institute, each with its own unique benefits.
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Planned Giving Resources
Now that you have decided to make a planned gift to CRI, here's where you can find additional information such as our tax identification number and sample language to include in your bequests.
tax identification number and sample bequest language that you may find helpful when setting up your planned gift. - See more at: http://www.cancerresearch.org/giving-to-cri/planned-giving/planned-giving-resources#sthash.xH7xNJPR.dpuf
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Planned Giving Chart
A simple chart that summarizes and compares the tax and other benefits for some of the different planned gifts to CRI, such as bequests, annuities, real estate gifts, and more.
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