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.
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.
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.
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.
Charitable Gift Annuity
Create an income for life and a legacy that supports research, patient care, and education at Barrow.
Life Insurance & Investment Annuities
There are many ways to gift life insurance and investment annuities.
Charitable Trusts are a great way to support Barrow Neurological Foundation and receive tax benefits.
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.
The information provided is not intended as legal or tax advice. For such advice, please consult an attorney, financial or tax advisor.