Make a Gift in 3 Easy Steps
Download our FREE guide Beneficiary Designations: The 3 Easiest Ways to Leave Your Legacy.View My Guide
Not everyone wants to commit to making a gift in their will or estate. Some prefer the increased flexibility that a beneficiary designation provides by using:
- IRAs and retirement plans
- Life insurance policies
- Commercial annuities
It only takes three, simple steps to make this type of gift. Here's how to name Mary Bird Perkins Cancer Foundation as a beneficiary:
- Contact your retirement plan administrator, insurance company, bank or financial institution for a change-of-beneficiary form.
- Decide what percentage (1 to 100) you would like us to receive and name us, along with the percentage you chose, on the beneficiary form.
- Return the completed form to your plan administrator, insurance company, bank or financial institution.
See How It Works
An unrestricted gift to support comprehensive programs and services across the entire continuum of cancer care allowing the Cancer Center team to designate where it's needed most at the time.
A restricted gift to support a specific philanthropic pillar, program and/or a specific diagnosis within our focus areas of prevention, research, innovation, education, patient care patient support and survivorship.
A minimum gift of $100,000 establishes a Named Endowed Fund. You can create the fund in your name or in the name of someone you wish to honor or remember. The Fund can be designated for comprehensive support or priority support based on what is most meaningful to you. For further information on this key form of giving, please contact the Development Office.
Matching funds can be a powerful tool in helping the Cancer Center leverage your gift. This fund can be used to match donations to establish endowed funds, securing innovative, comprehensive care for patients today and in the future.
An Example of How It Works
Robert and Carol treasure the financial help they've been able to give their children and the Foundation over the years. The couple recently updated their will to leave stocks and real estate to their kids. They left the Foundation a $75,000 IRA to be transferred following their lifetime. Because the Foundation is tax-exempt, all $75,000 will help support our mission.
If Robert and Carol had left the IRA to their children, approximately $18,000* would have gone to pay federal income taxes-leaving only $57,000 for their family's use. Robert and Carol are happy knowing they are making the most of their hard-earned money thanks to their updated estate plan.
*Based on an assumption of a 24 percent marginal income tax bracket.
Make Sure You Have a Plan for All Your AssetsDownload our FREE Personal Estate Planning Kit
- Contact Carter Rose Stone at (225) 215-1298 or email@example.com for additional information on beneficiary designations and how they can help support the Foundation with our mission.
- Talk to your financial or legal advisor to learn which assets will or will not trigger taxable income when paid to a beneficiary.
- If you name the Foundation in your plans, please use our legal name and federal tax ID.
Legal Name: Mary Bird Perkins Cancer Foundation
Address: 4950 Essen Lane, Baton Rouge, LA 70809
Federal Tax ID Number: 20-2046461