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About Bequests
Gift Planning

About Bequests

You may be looking for a way to make a significant gift to help further our mission. A bequest is a gift made through your will or trust. It is one of the most popular and flexible ways that you can support our cause.

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Charitable Gift Annuity

Charitable Gift Annuity

A charitable gift annuity is a great way you can make a gift to our organization and benefit. You transfer your cash or property to our organization and we promise to make fixed payments to you for life at a rate based on your age.

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Flexible Deferred Gift

Flexible Deferred Gift
Luis is a 54-year-old executive at a large healthcare company. He purchased company stock during years when the stock price was low, and now the stock has grown substantially in value.

Luis and his spouse, Maria, sold a vacation home earlier this year and are looking for a way to offset the capital gains tax owed from the sale. Luis enjoys the challenge and responsibility of his job and is not quite ready to retire. But, he is looking at planning options for retirement.

Luis: We needed a charitable deduction to avoid paying the taxes we owed from the sale of our second home. I knew of the American Academy of Neurology Foundaiton and knew it had transitioned into the American Brain Foundation. I wanted to find a way to make a special gift to help further advance research this year.

Maria and I were both in good health, and I still enjoyed working. We were living comfortably on my current salary but were looking for ways to plan for retirement. I wasn't quite certain when I would retire, so we wanted to find an option that would let me be flexible with my retirement date.

Maria: Our tax advisor told us that a flexible deferred gift annuity would help us meet our goals. Instead of selling our appreciated stock and paying high capital gains tax, we could give it to the American Brain Foundation and receive an immediate charitable tax deduction to offset our current tax bill. The flexible deferred gift annuity would permit us to elect to begin taking payments for life when Luis was ready to retire.

Luis: We decided to set up the flexible deferred gift annuity. We will receive a charitable tax deduction in the year that the gift is made and experience immediate tax savings. When I am ready to retire, we will contact the Foundation to begin payments, giving me the flexibility to continue working as long as I would like. In addition, the flexible deferred gift annuity makes it possible for us to receive a large portion of each payment tax-free, and this is an attractive benefit!

Is a flexible deferred gift annuity right for you?

If you are interested in a charitable gift annuity but don't have a present need for the annuity payout, a flexible deferred annuity could be the right gift for you. You decide when you want to begin receiving the annuity payout. The longer you defer the payments, the higher the payout.

Contact us if you would like to learn more about flexible deferred annuities and how this gift could help you.

*Please note: The names and image above are representative of a typical donor and may or may not be an actual donor to our organization. Since your gift annuity benefits may be different, you may want to click here to view a color example of your benefits.