Leave a Legacy: Stock & Appreciated Assets

Donate to Barrow with a planned gift

Over the past five years, Barrow Neurological Foundation has received more than $8 million in stock gifts from generous donors. These gifts have contributed to the creation of renowned centers dedicated to providing world-class care, chairs that recognize exceptional physicians and scientists, innovative research that saves lives, and art that promotes healing.

If you have been making cash contributions to Barrow Neurological Foundation, you could receive additional tax benefits by gifting stock, bonds, equities, and other 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. Plus, you can get a full-market value tax deduction on the gift. If you really like the stock, you can buy it back on the same day with the cash you planned to donate and reset the basis.

Stock Donation Instructions

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

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 & 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