Barrow Planned Giving
Discover how to maximize your gift and create a legacy.
Plan your Philanthropic Legacy
There are numerous ways to leave a lasting legacy at Barrow. The chart below outlines some of the advantages of various giving options and their associated benefits. Use this chart to identify the giving option that best fits your financial and charitable goals.
Barrow Planned Giving Options
Barrow Legacy Society
Your planned gift to Barrow Neurological Foundation entitles you to membership in the Barrow Legacy Society. Members ensure the continuation of innovative patient care, medical research and education at Barrow for years to come. Potential benefits of a Legacy Gift:
- Recognition as a member in donor communication materials
- Invitations to special events hosted by the Foundation
- Regular updates on the latest Barrow news
- Personalized assistance with scheduling appointments with physicians and assistance receiving medical records
- Knowing that you’re making a difference for patients and families fighting devastating neurological diseases
Barrow Planned Giving Options
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.
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.
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.
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.
Charitable Gift Annuity
Create an income for life and a legacy that supports research, patient care, and education at Barrow.
Life Insurance & Investment Annuities
There are many ways to gift life insurance and investment annuities.
Charitable Trusts
A charitable lead trust (CLT) provides yearly income to Barrow Neurological Foundation while offering you tax benefits.
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.
Gift of Art
With the leadership of the Barrow Neurological Foundation Art Council, individuals can now donate art and advance the mission of Barrow.
The information provided is not intended as legal or tax advice. For such advice, please consult an attorney, financial or tax advisor.