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Notify us of your beneficiary designation gift
If you check the box in this area, a module will open where you can enter your name and email to notify us of your beneficiary designation gift.
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Thank you for considering a beneficiary designation gift to us. The website link will take you to your retirement plan custodian's website, where you may be able to log in and include Foundation for Physical Therapy Research as a designated beneficiary. Another option is to use the phone number to call your retirement plan custodian. They will assist you in updating your beneficiary designation. If you would like to notify us of your generous beneficiary designation, please complete the Notify us of your Beneficiary Designation section.
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| Thank you for considering a IRA gift to us. A sample letter is available to send to your DAF provider. You may save and print the PDF of your letter. If you have email contact information for your DAF provider, you may send a PDF copy of your DAF letter or you may copy and paste the text into an email. You will need to enter the amount of your recommended grant and your DAF account number on the letter before mailing. If you would like to notify us of your generous gift, please complete the Notify us of your DAF Gift section. | ||||||
Beneficiary Designation Gifts
A beneficiary designation gift is a simple and affordable way to make a gift to support Foundation for Physical Therapy Research. You can designate us as a beneficiary of a retirement, investment or bank account or of your life insurance policy.
(IRA/Investment)
Benefits of a beneficiary designation gift
- Continue to use your account as long as you need to.
- Simplify your planning and avoid expensive legal fees.
- Reduce the burden of taxes on your heirs.
- Receive an estate tax charitable deduction.
- Support the causes that you care about at Foundation for Physical Therapy Research.
How a beneficiary designation gift works
- To make your gift, contact your account administrator or the person who helps you with your account or insurance policy, such as your broker, banker or insurance agent.
- Ask them to send you a new beneficiary designation form.
- Complete the form, sign it and send it back to your broker, banker or agent.
- When you pass away, your account or insurance policy will be paid or transferred to Foundation for Physical Therapy Research, consistent with the beneficiary designation.
How to make a gift of retirement assets
To leave your retirement assets to Foundation for Physical Therapy Research, you will need to complete a beneficiary designation form provided by your retirement plan custodian. If you designate Foundation for Physical Therapy Research as beneficiary, we will benefit from the full value of your gift because your retirement assets will not be taxed at your death. Your estate will benefit from an estate tax charitable deduction for the gift.
Future gifts from your retirement assets
Did you know that 40%-60% of your retirement assets may be taxed if you leave them to your heirs at your death? Another option is to leave your heirs assets that receive a step up in basis, such as real estate and stock, and give the retirement assets to Foundation for Physical Therapy Research. As a charity, we are not taxed upon receiving an IRA or other retirement plan assets. You can use the "Make a Future Gift of Retirement Assets" tool to contact your retirement plan custodian and designate a future gift to Foundation for Physical Therapy Research.
Contact us
If you have any questions about gifts of retirement assets, please contact us. We would be happy to assist you and answer any questions that you have.
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