Charitable Bequests, IRA Rollovers, and Other Planned Gifts

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Choose the right type of planned gift for your charitable and financial goals—and support the Cancer Research Institute. Every gift model provides a different set of tax or income benefits. The two most popular gifts among CRI supporters are bequests and IRA rollovers. Don’t forget that your gift may take many forms including cash, real estate, retirement assets, stocks and bonds, and even insurance.

Charitable Bequest

A bequest is one of the easiest gifts to make. With the help of an attorney, you can include language in your will or trust specifying a gift to be made to family, friends, or Cancer Research Institute as part of your estate plan, or you can make a bequest using a beneficiary designation form. You may make a gift of a specific dollar amount or a specific asset, of a percentage of your estate, or from the balance or residue of your estate.

Learn more about charitable bequests

IRA Charitable Rollover

If you are 70½ or older, an IRA charitable rollover is a way you can help support cancer research and benefit this year. You can avoid taxes on transfers of up to $100,000 from your IRA to our organization, and make a gift that is not subject to the deduction limits on charitable gifts. An IRA rollover will support our mission to save more lives by fueling the discovery and development of powerful immunotherapies for all cancers.

Learn more about charitable IRA Rollovers

Other Planned Charitable Gifts

Other planned charitable gift options include Beneficiary Designation Gift, Charitable Gift Annuity, Charitable Lead Trust, Sale and Unitrust, Bargain Sale, Give It Twice Trust, and Life Estate Reserved.

Learn about more planned gift options

Contact Us

We are pleased that you have an interest in learning about the many benefits of making a planned gift to support cancer immunotherapy research. If you have any questions about the best way for you to benefit through a planned gift, please call the Cancer Research Institute (FEIN: 13-1837442) at 1-800-99-CANCER or legacy@cancerresearch.org. A member of our Planned Giving Team will be very pleased to help you.

Contact the CRI Planned Giving Team

*Immunotherapy results may vary from patient to patient.

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