Supporting NBTS through a planned gift today not only demonstrates your commitment to our shared mission—it also creates an enduring legacy in service of a world without brain tumors. There are many ways to make a future gift to NBTS while also making plans that work well for you and your loved ones.
We recommend discussing your plans with your estate planning attorney, to make sure that all of your goals are accomplished through your estate plans and that you use your assets in a way that is most beneficial to you. Your attorney will also help you to consider any tax consequences or benefits to your plans. To help you get started, here is a checklist that you can use and discuss with your attorney. If you don’t yet have an estate planning attorney, you can use this directory to find one.
Giving to NBTS through your will or living trust is often referred to as a bequest. Making a future gift through a will or living trust is a very flexible way to give. Giving in this way allows you to keep your assets for your lifetime and support NBTS in the future. A bequest can be for a specific amount or for a percentage of your estate, depending on what works best for you. You can use any assets you wish to make a bequest, whether you decide to use cash, securities, real estate, or any personal property. A bequest is also revocable, meaning that you can change your plans at any time. If you would like to make a bequest to NBTS, please feel welcome to contact us for sample language to provide to your attorney.
Another way to make a future gift to NBTS is by designating NBTS as the beneficiary or a partial beneficiary of one of your assets. For example, this could include your retirement account, a bank account, or a life insurance policy. Like bequests, beneficiary designations are flexible, and you can adjust your designation at any time. To make NBTS the beneficiary of one of your assets, you will need to contact the financial institution or company that manages this asset. You will need to complete a simple beneficiary designation form, or in the case of a bank account, you will need to change the account type to a payable on death (POD) account. Please contact us if you have any questions about beneficiary designations.
Join the NBTS Legacy Society
You can become a part of the NBTS Legacy Society simply by letting us know that you have included NBTS in your estate plans. If you are comfortable with sharing a redacted copy of your will, living trust, or completed beneficiary designation form, sharing these plans helps to ensure that NBTS can carry out your wishes in the future.
If you have any questions about making a future gift to NBTS, or if you would like to join the NBTS Legacy Society, please contact our Development Office at email@example.com or 617-237-1731.
National Brain Tumor Society does not provide legal, tax, or financial advice. We strongly recommend that you consult professional advisors on all legal, tax, or financial matters, including planned giving considerations. This communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of avoiding tax-related penalties.