Leave a Legacy: Real Estate & Business Interests

Leave a Legacy: Real Estate & Business Interests

Discover how to maximize your gift and create a legacy.

Donate to Barrow with a planned gift

Give a long-lasting legacy. When Barrow Neurological Institute was still in its early days, a generous gift of property in central Phoenix was utilized to fund neuroscience research. Eventually, funds from this gift were used to recruit a talented neurosurgeon, Robert F. Spetzler, MD. At Barrow, Dr. Spetzler went on to cement his legacy as one of the world’s greatest neurosurgeons and served as President and CEO of the Institute from 1986 to 2017.

Appreciated assets, including real estate, rental property, vacation homes, business assets, and business interests, are great ways to give to Barrow Neurological Foundation. Additionally, you do not have to gift all of a particular asset. There are ways to gift part of an asset and retain the remaining portion. There are some valuable benefits associated with gifting an appreciated asset, including leaving a long-lasting legacy.

All gifts must be reviewed prior to acceptance and comply with Barrow Neurological Foundation’s gift acceptance policy.

 

Learn more about maximizing your gift!
Robyn Nebrich-Duda, Director of Planned Giving & Philanthropy
Robyn.Nebrich-Duda@DignityHealth.org | 602.406.1037

Ways to give

Gift of property

A gift of property allows you to save on appreciation taxes. Barrow Neurological Foundation can sell the asset tax free and you will receive a full-market-value tax deduction for the gift.

Give to a donor-advised fund (DAF)

A DAF is a charitable savings account that provides the same tax savings and deductions as giving to a charity. For more complicated gifts, Barrow Neurological Foundation partners with groups that will create a DAF to sell or hold an appreciated asset, such as a closely held stock or S-corporation stock.

Barrow Planned Giving Options

There are numerous ways to leave a lasting legacy at Barrow. Check out our giving options to identify the opportunity that best fits your financial and charitable goals.

Will or Trust

As you think about your estate planning, consider leaving a legacy gift to Barrow Neurological Foundation in your will or trust to make a meaningful impact for years to come.

Will or Trust Gift

Stock & Appreciated Assets

If you transfer stock to Barrow Neurological Foundation, we will be able to sell the stock tax free, allowing you to avoid any capital gains tax you would otherwise have to pay.

Stock & Appreciated Assets

Retirement Plan Assets

Retirement accounts often are the best assets to donate to charitable organizations, such as Barrow Neurological Foundation, during your lifetime and in your legacy.

Retirement Plan Assets

Donor-Advised Fund

A donor advised fund (DAF) is a “charitable savings account” that allows you to receive a deduction the year you need it most and give to charities and causes that are meaningful to you over time.

Donor-Advised Fund

Charitable Gift Annuity

Create an income for life and a legacy that supports research, patient care, and education at Barrow.

Charitable Gift Annuity

Life Insurance & Investment Annuities

There are many ways to gift life insurance and investment annuities.

Life Insurance & Investment Annuities

Charitable Trusts

Charitable Trusts are a great way to support Barrow Neurological Foundation and receive tax benefits.

Charitable Trusts

Real Estate & Business Interests

Appreciated assets, including real estate, rental property, vacation homes, business assets, and business interests, are great ways to give to Barrow Neurological Foundation.

Real Estate & Business Interests

Gift of Art

With the leadership of the Barrow Neurological Foundation Art Council, individuals can now donate art and advance the mission of Barrow.

Gift of Art

The information provided is not intended as legal or tax advice. For such advice, please consult an attorney, financial or tax advisor.