Gift Planning

You can support the Lerner Research Institute in a variety of ways, including through various gift planning methods. By making a planned gift to the Lerner Research Institute you can begin fulfilling your philanthropic goals and start to take advantage of several benefits, which may include:

• Reducing income tax through a gift deduction
• Avoiding capital-gain tax on gifts of long-term appreciated property
• Retaining a stream of income for life, for you or beneficiaries
• Increasing spendable income
• Eliminating federal estate tax on property passing to charity upon death
• Reducing costs and time in estate settlement

Gift Planning Options

• Gifts under your will
• Charitable lead trusts
• Charitable bequests
• Deferred gifts, including: Retirement plan assets, Life insurance, Gifts of real estate with retained life interest
• Life-income gifts, including: Charitable gift annuity, Deferred-payment gift annuity, Charitable remainder trust

Leave a lasting legacy. To learn more about the benefits of these gift options, please call 216.444.1245 and ask to speak with a member of the Cleveland Clinic gift planning team, or email giftplanning@ccf.org. Please remember to let the person from the Clinic's Gift Planning Team know that you would like your donation to support the Lerner Research Institute.

Did you know that many employers have a matching gifts program? To see if your employer participates, please go to http://www.matchinggifts.com/clevelandclinic/. This is a great way through which your generosity to the Lerner Research Institute can be multiplied.

The Lerner Research Institute of Cleveland Clinic is a 501 c(3) nonprofit organization. All financial contributions are tax deductible to the extent allowed by law.