Planned Giving Explained

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We are pleased to offer the following eBrochures that will provide additional information on methods of supporting us through a planned gift. The Estate Information Form provides a worksheet that will help your loved ones locate important papers and identify key advisor relationships.

Simply check the title(s) that you would like, fill out the form below, and your selections will be emailed to you within minutes. You may read them, save them, and/or print them.

1. Please email me the following eBrochure(s):

Legacy Giving Overview

Legacy Gifts - Summary of Goals and Benefits

Wills & Bequests

Gifts of Real Estate and Retirement Assets

Charitable IRA Rollover

Estate Information Form

2. Please provide your contact information

Name: *
Zip Code:
Email: *
Day phone:
Evening phone:

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For more information or to contact The Parkinson’s Institute with questions or to discuss planned giving, please contact Richard M. Lamport, our planned giving specialist, at  415-970-2380.

Please note, individual financial circumstances will vary. The information on this site does not constitute legal or tax advice, either in whole or in part. Donor stories and photographs are for purposes of illustration only. As with all tax and estate planning, please consult your attorney or estate specialist. All material is copyrighted and is for viewing purposes only. Use of this site signifies your agreement with the terms of use. The content in this Planned Giving section has been developed for the Parkinson's Institute and Clinical Center by Future Focus. Please report any problems to section webmaster.

675 Almanor Avenue | Sunnyvale, CA 94085
408.734.2800 main | 408.734.8455 fax (Main) | 408.734.9208 fax (Clinic Secure)