Planning Your Estate
When you make a planned gift to benefit future generations, you become our Partner in Research.
Estate planning can meet the needs of your family and your philanthropic goals. When working on estate and financial planning, our professional team will work closely with you and your advisors to find out which gift best meets your personal financial goals.
Benefits vary, and many gifts can do the following:
- provide regular payments for you and/or your spouse or another beneficiary
- reduce your taxes with a charitable income tax deduction
- reduce or avoid capital gains taxes
- save estate and gift taxes
Bequests to Salk in your will are easy to make and provide a vital source of funding for biomedical research.
Gifts that give back can help you meet a number of financial goals including retirement planning, providing for elderly relatives, and funding educational expenses. Such gifts can be funded with cash or appreciated securities. Options include:
- designated beneficiary of a retirement plan
- charitable gift annuity
- charitable remainder trust
- charitable lead trust
- retained life estate
For more information, please contact Cheryl H. Dean, Esq., Senior Director, Planned Giving at (858) 453-4100 x1228 or cdean@salk.edu
