Creating a Legacy of Hope and Support
At the Brian Grant Foundation (BGF), our mission is to empower people impacted by Parkinson’s to lead active, fulfilling lives. By including BGF in your estate plans, you extend that mission into the future, ensuring that individuals and families living with Parkinson’s will continue to find education, resources, and community support for years to come.
Planned giving is one of the most meaningful ways to create a lasting legacy.
Ways to Leave Your Legacy
Bequests (Wills & Trusts): Designate a specific amount, a percentage, or the remainder of your estate to BGF. This flexible and straightforward option makes a lasting difference.
Beneficiary Designations: Name BGF as a beneficiary of your retirement account, life insurance policy, or bank account. It’s a simple step with a powerful impact.
Qualified Charitable Distributions (QCDs): If you’re 70½ or older, you can give up to $100,000 annually from your IRA directly to BGF. QCDs can count toward required minimum distributions and may lower taxable income.
Gifts of Securities or Appreciated Assets: By donating long-term appreciated stocks, bonds, or mutual funds, you avoid capital gains tax and receive a charitable deduction.
Gifts of Real Estate or Property: You may choose to give real estate or other property, either outright or through a retained life interest (subject to BGF acceptance policies).
Charitable Remainder Trusts (CRTs): Establish a trust that provides you or your loved ones with income for life or a term of years, with the remainder supporting BGF’s work.
Life Insurance Gifts: Name BGF as a beneficiary of an existing or new life insurance policy. Premium payments may qualify as tax-deductible contributions.
Donor-Advised Funds (DAFs): If you have a DAF, you can recommend a grant to BGF at any time.
Why Your Legacy Matters
Your planned gift is more than a donation; it’s a promise to future generations. It ensures that:
- People with Parkinson’s live empowered lives.
- Families and caregivers receive education, resources, and hope.
- Programs remain strong, accessible, and sustainable.
Sample Bequest Language
“I give, devise, and bequeath to the Brian Grant Foundation, a nonprofit corporation with principal office in [City, State] (EIN: ________________), (a) __% of my residuary estate; or (b) the sum of $__; or (c) the remainder of my estate, for its general purposes (or for purposes designated).”
Recognition Through the Legacy Circle
We are deeply grateful for the generous supporters who include BGF in their estate plans. Through our Legacy Circle, you may receive:
- A welcome letter and certificate of appreciation
- Recognition in our annual report and website (if you wish)
- Invitations to exclusive events and briefings
- Impact updates about how your gift is making a difference
If you prefer, you can remain completely anonymous. We honor every donor’s wishes with the utmost respect and confidentiality.
How to Begin
- Consult your advisors. Review options with your attorney or financial planner.
- Use our sample language. Adapt it to fit your wishes.
- Let us know. While not required, notifying us helps us steward your legacy thoughtfully.
- Stay connected. As part of our Legacy Circle, you’ll be welcomed into the BGF community with ongoing updates and gratitude.
Important Note
This information is provided as a guide and should not replace advice from your legal, tax, or financial advisors.
Together, we can ensure that no one faces Parkinson’s alone, now and for generations to come.
