Planned Gifts

Legacy of Hope

The Lustgarten Foundation began in 1998 with a diagnosis—after six months seeking answers, then 51-year-old Marc Lustgarten was finally diagnosed with pancreatic cancer. He soon learned there was little treatment available and scant research being conducted to better understand and treat the disease. So, Marc began making plans for a foundation to change the odds for patients like him and to provide what they most lacked: Hope. Though Marc would not live long enough to see his Foundation come to life, we have remained steadfast in our single, focused goal of curing pancreatic cancer. Today, we are the largest private funder of pancreatic cancer research in the world and have directed more than $188 million to scientific and clinical research. Like Marc, you, too, can make a lasting impact on the lives of future pancreatic cancer patients by joining our Legacy of Hope donors. There are many ways to participate in Planned Giving, from allocating a set donation amount in your will to donating a percentage of your estate and assets upon your death. When you donate to the Lustgarten Foundation through your will, you may experience financial and tax benefits, while also ensuring the work of the Foundation will endure until a cure for pancreatic cancer can be discovered. Options include: • BequestsGifts of stockDonor-Advised Funds (DAF)Charitable Gift Annuities (CGA)Qualified Charitable Gift Distributions (QCD)Gifts of Life InsuranceGifts of Real EstateTransfers of IRA or other Retirement Account FundsPooled Income FundsCharitable Remainder Unitrusts (CRUT)Gifts of Personal Items (Art and other Collectibles) By including the Lustgarten Foundation in your plans, you keep hope alive for the people fighting pancreatic cancer today and tomorrow.

Why Join the Legacy of Hope

Planned gifts allow you to support the Foundation during your lifetime and beyond by enabling you to make a much larger donation than you may be able to through ordinary income. And, you don’t have to choose between supporting the fight against pancreatic cancer and securing the financial safety of your family—some planned gifts may even provide long-term income to your survivors. Other gift plans use estate and tax planning to provide for both heirs and nonprofit organizations in ways that may maximize the gift proceeds, while minimizing its effect on the donor’s estate. Let us help you understand which planned gift option may best meet your financial situation and long-term wishes, including what assets are most appropriate to use in funding your donation, the timing of your gift, effect on income tax and estate planning, and any impact on your family and friends. We are here to help you sort through the many options; however, when considering your charitable goals and objectives, we strongly encourage you to seek the counsel of your legal, tax or financial advisor before finalizing any gift intention. Planned giving resources and information provided by the Lustgarten Foundation are offered as a guide to help donors consider what type of gifts may best meet your philanthropic goals. This information should not be considered accounting, investment legal, tax or other professional financial advice. For more information, contact Stephanie DerGarabedian, National Director of Development, at 516-737-1521 or stephanied@lustgarten.org.

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