Planned Gift
There are many ways to support PRIM&R through your long-term financial and estate planning. By including PRIM&R in your plans, you help ensure that ethical research remains strong for generations to come.
Planned gifts allow you to make a lasting impact while aligning your philanthropic goals with your financial plans.
Planned gifts allow you to make a lasting impact while aligning your philanthropic goals with your financial plans.
Ways to Give
Naming PRIM&R as a Beneficiary
You may designate PRIM&R as a beneficiary of retirement accounts, life insurance policies, or other financial assets. These gifts are simple to arrange and are typically completed through a beneficiary designation form rather than a will or trust.
Bequests Through a Will or Living Trust
You may include PRIM&R in your will or revocable (living) trust. Bequests can be structured as a specific dollar amount, a percentage of your estate, or the remainder after other distributions. This approach allows you to retain full use of your assets during your lifetime while making a future commitment to support PRIM&R’s work.
Life Income Gifts
Certain gift arrangements allow you to receive income during your lifetime while supporting PRIM&R. These options may provide a charitable tax deduction, predictable payments, and a future gift that advances PRIM&R’s mission.
Charitable Lead Trust
A charitable lead trust allows you to provide financial support to PRIM&R for a set period of time, after which the remaining assets pass to your heirs. This approach may reduce estate and gift taxes while supporting ethical research.
Questions?
We encourage you to consult with your financial or legal advisor to determine the approach that best aligns with your goals. If you are considering including PRIM&R in your plans, we welcome the opportunity to speak with you.
Contact Ivy Tillman, Executive Director, at itillman@primr.org or 617.303.1872 today.