Leave a Legacy: Donor-Advised Fund

Leave a Legacy: Donor-Advised Fund

Discover how to maximize your gift and create a legacy.

Donate to Barrow with a planned gift

A donor-advised fund (DAF) is a “charitable savings account” that allows you to receive a deduction the year you need it most and give to charities and causes that are meaningful to you over time. When you set up a DAF at a community foundation or financial institution, you have the ability to choose from a variety of charities, such as Barrow Neurological Foundation, to support each year. Simply contact the community foundation or financial institution with the Foundation’s Tax ID and mailing address:

Barrow Neurological Foundation 2910 N. 3rd Ave., Ste 450 Phoenix, AZ 85013 Tax ID #86-0174371

 

Learn more about maximizing your gift!
Emily Lawson, Senior Director of Philanthropy
Emily.Lawson@DignityHealth.org | 602.406.1051

Common ways DAFs are used:

As a tax-planning vehicle

Selling complicated assets in a tax-advantaged manner

Accounting for charitable contributions

Teaching philanthropy to future generations.

Barrow Planned Giving Options

There are numerous ways to leave a lasting legacy at Barrow. Check out our giving options to identify the opportunity that best fits your financial and charitable goals.

Will or Trust

As you think about your estate planning, consider leaving a legacy gift to Barrow Neurological Foundation in your will or trust to make a meaningful impact for years to come.

Will or Trust

Stock & Appreciated Assets

If you transfer stock to Barrow Neurological Foundation, we will be able to sell the stock tax free, allowing you to avoid any capital gains tax you would otherwise have to pay.

Stock & Appreciated Assets

Retirement Plan Assets

Retirement accounts often are the best assets to donate to charitable organizations, such as Barrow Neurological Foundation, during your lifetime and in your legacy.

Retirement Plan Assets

Donor-Advised Fund

A donor advised fund (DAF) is a “charitable savings account” that allows you to receive a deduction the year you need it most and give to charities and causes that are meaningful to you over time.

Donor-Advised Fund

Charitable Gift Annuity

Create an income for life and a legacy that supports research, patient care, and education at Barrow.

Charitable Gift Annuity

Life Insurance & Investment Annuities

There are many ways to gift life insurance and investment annuities.

Life Insurance & Investment Annuities

Charitable Trusts

Charitable Trusts are a great way to support Barrow Neurological Foundation and receive tax benefits.

Charitable Trusts

Real Estate & Business Interests

Appreciated assets, including real estate, rental property, vacation homes, business assets, and business interests, are great ways to give to Barrow Neurological Foundation.

Real Estate & Business Investments

Gift of Art

With the leadership of the Barrow Neurological Foundation Art Council, individuals can now donate art and advance the mission of Barrow.

Gift of Art

The information provided is not intended as legal or tax advice. For such advice, please consult an attorney, financial or tax advisor.