Join PRF Legacy Society and Make an Even Greater Impact Toward the Cure by Making a Planned Gift
Legacy Society member John Marozzi,
pictured here with his granddaughter Zoey.
Now you can make an even greater impact by including PRF in your will, or naming PRF as a beneficiary of your retirement plan or insurance policy. The PRF Legacy Society are forward-thinking individuals who are committed to curing children and young adults with Progeria and to securing PRF’s future by making a planned gift.
Society membership allows you to fulfill your financial and philanthropic goals, while also supporting PRF’s quest to cure Progeria. And because Progeria has a biological connection to heart disease and the aging process, your gift may also impact your family and millions of aging adults. A true legacy.
BENEFITS OF HAVING A WILL
- Provides for your family after your death.
- Allows you to distribute your assets according to your wishes.
- Can save on estate taxes the government would otherwise take.
- Lets you leave a legacy to PRF without giving up assets now.
There are 3 easy ways you can make a lasting impact for children and young adults with Progeria and still enjoy assets you might need during your lifetime:
DESIGNATE PRF A BENEFICIARY IN YOUR WILL
A will is the most popular way to make a future gift.
How: Name PRF in a will or trust and designate a stated dollar amount, specific property, shares of stock, percentage of the estate, or share of your remaining estate.
Benefit: Receive an estate tax deduction
DESIGNATE PRF A BENEFICIARY OF YOUR RETIREMENT ASSETS
Did you know that your retirement plan assets may face multiple taxation for your heirs? When thinking about your estate plan and making the right choices for your family, please consider donating all or part of your retirement assets, such as your IRA, 401k, 403b, pension or other tax deferred plan.
How: Name PRF as beneficiary of your 401K or other retirement plan
Benefit: Leaves less highly taxed assets for your beneficiaries
DID YOU KNOW…
Donating retirement plan assets may avoid income and estate taxes. If you’re 70 ½ or older, you can make a qualified charitable distribution (QCD) of up to $100,000 per year from your IRA. No income tax is owed on the QCD leading to tax savings. A great way to make a significant gift now!
DESIGNATE PRF A BENEFICIARY OF YOUR LIFE INSURANCE POLICY
A life insurance policy can allow you to leave a legacy—not just for the people you love but for organizations and causes that are important to you.
How: (1) Name PRF as beneficiary of all or a percentage of your life insurance policy; or (2) Transfer ownership of your current policy – either paid in full or for which you will continue making premium payments
Benefit: Designating PRF as a beneficiary allows you to make a large gift at little cost. If you transfer the policy to PRF now, you may receive a charitable tax deduction for the present value of the policy and for payment of any future premiums
When designating PRF as beneficiary of your estate, insurance or retirement plan, we recommend including the following identifying language: The Progeria Research Foundation, Inc., is a non-profit corporation, organized and existing under the laws of the Commonwealth of Massachusetts with the principal address of P.O. Box 3453, Peabody, Massachusetts, USA 01961
For questions about how planned giving supports PRF’s mission, language to include in your will or trust, or to learn more about the benefits of joining the PRF Legacy Society, please review our informative brochure or contact: Audrey Gordon, Esq., Executive Director at 978-535-2594, email email@example.com
Once you complete your estate plans, or if you have already included PRF in your plans, kindly complete our Legacy Society Commitment Form so that we can recognize you for your generosity. All information is kept in strictest confidence.
If PRF is already in your estate plans, thank you so much! Please let us know, so you can be part of the PRF Legacy Society.