Planned Giving

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Planned Giving

Planned giving is one of the most meaningful ways you can make an impact. A gift to the Pulmonary Fibrosis Foundation (PFF) will leave a lasting benefit for generations to come and will allow the Foundation to continue our valuable work with the PF community, and maybe someone very close to you.

Bequests

 

A bequest is a gift of money or property promised to an organization in your will and provides a straight forward option for leaving a donation to the Pulmonary Fibrosis Foundation. Advantages of a bequest include:

  • Ability to control your assets during your lifetime and allows you to make a gift without impacting your current financial situation
  • Qualification of an estate tax charitable deduction
  • Expand the impact of your philanthropy for years to come
  • Ensure a lasting legacy and continued support for a cause that’s near and dear to you

An example of language used in a bequest is outlined below:

 

“I give (or bequeath) to the Pulmonary Fibrosis Foundation, located in Chicago, Illinois, a non-stock charitable corporation, tax ID number 84-1558631, for general charitable purposes, the following assets: ________________.”

 

In many cases, it makes sense to name the PFF as a percentage beneficiary of your estate; that way your estate plan can reflect your overall intent and goals regardless of valuation fluctuations.

 

For more information or support with a bequest, please contact us.

 

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Additional Planned Giving Opportunities

You can leave a lasting legacy to the Pulmonary Fibrosis Foundation in a number of alternative ways. Additional financial options include:

We recommend you obtain legal or financial advice from appropriate advisors when you are planning your estate. The advice provided on this website is designed to provide general ideas for your consideration and we encourage you to work with your personal financial advisor to select the best option for your financial goals.

 

Albert Rose Legacy Society

In 2000, Albert Rose and his family were impacted by pulmonary fibrosis and its devastating consequences. Mr. Rose didn’t want the disease to continue to impact other families, so he pledged one million dollars to form an organization that would fight this disease: the Pulmonary Fibrosis Foundation. We are proud to honor Mr. Rose and his legacy by introducing the Albert Rose Legacy Society.

Today, the PFF is one of the largest funders of pulmonary fibrosis research, patient education, and advocacy.  We forge meaningful collaborations with the nation’s top research institutions, industry partners, and government agencies with the shared goal of finding a cure for this horrific disease.

To create a life-giving legacy and join the Albert Rose Legacy Society, simply include the Pulmonary Fibrosis Foundation in your will, trust, retirement plan, or insurance policy. Like Mr. Rose, you can leave a lasting benefit and help us one day achieve our vision, a world without pulmonary fibrosis.

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Help Your Clients Make a Difference

We understand the importance of gifts given to the Pulmonary Fibrosis Foundation and act with the utmost care and respect when honoring a donor’s wishes. When recommending the Pulmonary Fibrosis Foundation for your client’s financial or estate plans, you can be confident in knowing the gift has the power to make an impact and create hope for PF patients and their families.

 

For estate planning purposes, our legal name is Pulmonary Fibrosis Foundation and our tax ID number is 84-1558631.

 

If you are a financial advisor and your client would like to direct a gift to the Foundation, the PFF is already included in their estate plan or you are administering an estate and have a gift to distribute, please contact us so we can honor the donor’s wishes.

 

Please note: For tax years beginning in 2020, the CARES Act allows that eligible taxpayers are entitled to an above-the-line deduction of up to $300 for qualified charitable contributions. An eligible taxpayer is an individual who did not elect to itemize deductions (to file Schedule A as part of their Form 1040). A qualified charitable contribution is a cash contribution to a public charity.  Please consult your tax advisor for further information. Thank you for your support of the pulmonary fibrosis community. 

The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor.