Planned Giving
You can include the United MSD Foundation in your estate plan through a bequest or charitable gift annuity. Planned gifts have an enormous and lasting impact on the United MSD Foundation, creating a legacy for MSD families that lasts for generations. Planned gifts also form part of an overall financial plan that can provide you with significant benefits. For example, planned gifts can help you maintain control of your assets during your lifetime, take advantage of a number of tax benefits, leave a legacy at the United MSD Foundation, and possibly even provide income to yourself or others during your or their lifetime. Unlike gifts of cash, planned gifts typically come from assets in your estate, rather than disposable income.
BEQUESTS
With the help of an advisor, include language in your will or trust specifying a gift.
IRA CHARITABLE ROLLOVER
If you are 70 1/2 years old, you can donate up to $100,000—TAX FREE—directly from your IRA.
RETIREMENT ASSETS
Make a gift of your unused retirement assets by listing the United MSD Foundation as a beneficiary.
INSURANCE
If you have a life insurance policy that has outlasted its original purpose, consider making a gift of your insurance policy.
Let’s Connect
Connect with MSD families and get valuable information from medical researchers and doctors.