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Legacy Gifts
Planning a Gift to The Parkinson's Institute (The PI)


RECENT NEWS! Congress has passed a new law extending the IRA charitable rollover. For more information, click here.

This section offers ideas that will enable you to be a partner in providing comprehensive patient care, while discovering new treatment options to improve the quality of life for all Parkinson’s disease (PD) patients. Planned or legacy giving provides the resources necessary to sustain excellence and preserve the future of The Parkinson’s Institute.

There are as many different ways to support The PI as there are needs for your support. Planning a gift is more than just finding a need. There are a lot of factors to consider. If you are not familiar with the concepts and strategies of charitable gift planning, you might want to take a moment to consider our quick guide to legacy gifts (Planned Giving Options) and Factors in Planning.

Legal Name:
Parkinson's Institute
Tax ID Number:
94-3061594
Sample Bequest Language

The stories that follow share some of the different ways people can become partners with us in changing lives. Take a moment to see how they - perhaps in circumstances similar to yours - have found ways to support the needs of others and causes that are important to them - the way The Parkinson’s Institute is important to you. In turn, they have enriched their own hearts as well. Just click on the links below.


Types of Gifts

 

Assets to Consider

Bequests in Wills and Trusts

 

Retirement Assets

Charitable Remainder Trusts

 

Appreciated Stock

Retained Life Estate

 

Real Estate

Charitable Lead Trusts

 

Life Insurance

Bargain Sales

 

Tangible Personal Property

If you have already included Parkinson's Institute in your estate plans, please let us know by calling us or filling out our estate intention form. We would like to assist you in making certain your intentions will be carried out. If you have not written a will yet, regardless of your charitable intent, please consider this for it is a gift to your loved ones.

Individual circumstances will vary - as with all tax and estate planning, please consult your attorney or estate specialist. Some of the gift arrangements are revocable and others cannot be changed once established. Some work better with cash and others with appreciated assets. There are many variations, enough so that a giving plan can be tailored to your needs, desires and capabilities. We will be glad to answer questions and offer suggestions confidentially based on your personal circumstances. Please call us or e-mail us (see contact page). You may also use our information request form.

link to News and Information pageView our News and Information page. You can also join our e-mail news and information list and receive quarterly e-mails of news relating to legacy giving and of general interest. Just enter your e-mail address and name here and click go. Your e-mail will not be shared (see privacy).

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You can find additional information with our frequently asked questions, glossary, and the site map.

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)