You can leave a lasting impact on the field of female pelvic medicine and reconstructive surgery through a will, lead trust or gift of insurance. Your gift will benefit the Foundation for years to come, and there may be tax advantages for you. You can create a planned gift through real estate, bequests, charitable remainder trusts and other gifts that provide both you and the PFD Research Foundation with income.
Talk to your personal financial advisor to develop a plan that works best for you. Be sure to let us know that you have made these arrangements so we can recognize your generosity.
The PFD Research Foundation is a nonprofit 501(c)(3) organization (EIN/tax ID number: 52-2323369). Your gifts are fully tax-deductible to the extent allowable by law.
Planned gift options include:
Name PFD Research Foundation in Your Will
To make an estate gift to the PFD Research Foundation, request your attorney to draft a statement in a will that conveys your desire to contribute. Download sample language.
Name the PFD Research Foundation as a Life Insurance Beneficiary
To name the PFD Research Foundation as the beneficiary of the total or a fraction of your life insurance policy:
- Total Amount: Name the PFD Research Foundation, presently located at 1100 Wayne Ave, Suite 670, Silver Spring, MD 20910 as the beneficiary of 100% (one hundred percent) of the proceeds of the policy.
- Fractional Amount: Name the PFD Research Foundation, presently located at 1100 Wayne Ave, Suite 670, Silver Spring, MD 20910 as the beneficiary of _____ % (percentage spelled out) of the proceeds of the policy.
If the policy is a paid-up policy and there are no loans, liens, or debts against it, consider giving it to the PFD Research Foundation. Discuss this first with your legal and financial advisors.
Name the PFD Research Foundation as a 401(K), 403(B) or IRA Beneficiary
Qualified employee benefit plans accumulate tax free during your lifetime. At death, they are subject to tax.
- 100 percent of the account balance is included in the taxable estate of the decedent.
- Any taxable beneficiary who receives a distribution from an IRA, 401(k), or 403(b) as a result of the death of the owner must pay income tax on the entire amount received.
- Some plans could be taxed as much as 85% as a result of these taxes.
The PFD Research Foundation is a qualified 501(c)3 organization, a nonprofit. A gift of plan proceeds exempts them from taxes.
To name the PFD Research Foundation as your qualified plan beneficiary:
- Total Amount: Give 100% (one hundred percent) to the PFD Foundation, presently located at 1100 Wayne Ave, Suite 670, Silver Spring, MD 20910.
- Fractional Beneficiary: Give _____ % (percentage spelled out) to the PFD Research Foundation, presently located at 1100 Wayne Ave, Suite 670, Silver Spring, MD 20910.