Planned Giving Explained

Planned Giving Home

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Site Map

Planned Giving Home
     Estate Intention Form
     Information Form
     FAQs
     Glossary
     Site Map
     News and Information
     Factors in Planning

     A Quick Guide to Legacy Gifts

     Terms of Use and Privacy Statement

Methods of Giving
Bequests: Wills and Trusts
     Bequest Language
     Living Trusts
     Endowments
     Bequest Control
     Bequest Benefits
     Importance of a Will
     Codicils
Charitable Remainder Trusts
     Additional Information
     Flip Unitrusts
     CRT Graphic Example
     CRT Example
Charitable Lead Trusts
     Additional Information
Retained Life Estates
Bargain Sales

Assets to Give
Retirement Assets
Appreciated Assets
     Tangible Personal Property
Real Estate
Life Insurance

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.

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