Your legacy gift to the Mark Egly Foundation creates lasting change that extends far beyond your lifetime. Through thoughtful planned giving, you can ensure that future generations benefit from early Alpha-1 diagnosis, groundbreaking research, and compassionate patient care—all while potentially receiving significant tax benefits and financial advantages.
When you include the Mark Egly Foundation in your estate plans, you join a community of visionary individuals committed to transforming Alpha-1 care for generations to come.
Planned gifts provide sustained support that enables:
A planned gift reflects what matters most to you—whether it's:
Planned giving offers options that work with your financial situation, family goals, and charitable intentions. Many planned gifts provide income during your lifetime while supporting the Foundation after you're gone.
Leave a Gift Through Your Will or Trust
Include the Mark Egly Foundation in your will or living trust—a simple, flexible way to make a significant future gift without affecting your current finances.
Bequest Options:
Specific Amount
Designate a fixed dollar amount to the Foundation.
Example: "I give $50,000 to the Mark Egly Foundation."
Percentage of Estate
Leave a percentage of your estate's value.
Example: "I give 10% of my estate to the Mark Egly Foundation."
Residual Bequest
Give what remains after other bequests are fulfilled.
Example: "I give the remainder of my estate to the Mark Egly Foundation."
Specific Assets
Designate particular property, securities, or accounts.
Example: "I give my XYZ Company stock to the Mark Egly Foundation."
Contingent Bequest
Name the Foundation as a backup beneficiary if primary beneficiaries predecease you.
Benefits of Bequests:
Name the Foundation as a Beneficiary
Designate the Mark Egly Foundation as a beneficiary of:
Why This Works:
Tax Advantage for Retirement Accounts:
Retirement accounts are subject to income tax when passed to heirs but not when left to charity—making them one of the most tax-efficient assets to donate.
Receive Fixed Payments While Supporting Alpha-1
Transfer cash or securities to the Foundation in exchange for guaranteed fixed payments for life (for you or you and a loved one).
Benefits:
Example:
At age 75, a $50,000 gift annuity could provide approximately $3,000+ annually for life, plus an immediate tax deduction.
Create Income While Reducing Taxes
Transfer assets into a trust that pays you (or others) income for life or a term of years, with the remainder going to the Foundation.
Two Types:
Charitable Remainder Annuity Trust (CRAT)
Fixed dollar amount paid annually
Charitable Remainder Unitrust (CRUT)
Percentage of trust assets paid annually (fluctuates with investment performance)
Benefits:
Provide Current Support While Preserving Wealth
A charitable lead trust pays income to the Foundation for a period of years, then returns assets to you or your heirs at reduced gift/estate tax rates.
Benefits:
Donate Your Home While You Still Live There
Deed your home, farm, or vacation property to the Foundation now while retaining the right to live there for life.
Benefits:
Create a Significant Gift with Manageable Premiums
Options:
Name the Foundation as Beneficiary
Designate the Foundation to receive all or a portion of your life insurance proceeds.
Transfer Existing Policy
Donate a paid-up policy you no longer need, receiving an immediate tax deduction.
New Policy Gift
Purchase a new policy naming the Foundation as owner and beneficiary; premium payments are tax-deductible.
Benefits:
Make Tax-Free Gifts from Your IRA
If you're 70½ or older, transfer up to $105,000 annually (as of 2025) directly from your IRA to the Foundation without paying income tax.
Benefits:
How It Works:
Contact your IRA administrator to request a qualified charitable distribution (QCD) directly to the Mark Egly Foundation.
Transfer stocks, bonds, or mutual funds directly to the Foundation to:
Donate real estate, farmland, commercial property, or undeveloped land:
In certain circumstances, collectibles, artwork, jewelry, or other valuable items may qualify for charitable deductions.
Significant planned gifts may qualify for naming opportunities that permanently recognize your generosity:
Contact us to discuss how your planned gift can create a lasting tribute to you or a loved one.
Join Our Community of Visionaries
When you make a planned gift commitment to the Mark Egly Foundation, you're invited to join our Legacy Society—a special group of individuals who've made arrangements to support Alpha-1 research and education beyond their lifetimes.
Legacy Society Benefits:
Privacy Respected:
Legacy Society membership is entirely optional and can be anonymous if you prefer.
Review the planned giving options above and consider which aligns best with your financial situation and charitable goals.
Discuss planned giving with your:
They can help you choose the best option for your circumstances.
Reach out to our planned giving team to:
Planned Giving Contact:
[Contact information to be added]
Work with your advisors to finalize your planned gift arrangement. We're here to provide information and support throughout the process.
Let us know about your planned gift so we can:
Legal Name:
The Mark Egly Foundation
Federal Tax ID (EIN):
[EIN to be added]
Legal Address:
[Address to be added]
Sample Bequest Language:
"I give [amount/percentage/remainder] to the Mark Egly Foundation, a nonprofit organization located at [address], Federal Tax ID [number], for its general purposes."
For specific designations, contact us for appropriate language.
Q: Will a planned gift affect my current finances?
A: Most planned gifts (like bequests) don't affect your current finances at all. Other options may actually provide income during your lifetime.
Q: Can I change my mind?
A: Some planned gifts (like bequests and beneficiary designations) are revocable and can be changed. Others (like gift annuities) are irrevocable. We'll clearly explain which type you're considering.
Q: What if I don't have a large estate?
A: Planned gifts of any size are meaningful and appreciated. Even modest bequests combine with others to create significant impact.
Q: Will my family be taken care of?
A: Absolutely. Planned giving is designed to allow you to provide for loved ones first while also supporting causes you care about.
Q: Do I need to specify how my gift will be used?
A: You can designate your gift for a specific purpose (like research or education) or leave it unrestricted for greatest flexibility. We honor donor intent.
Q: How do I know my gift will be used wisely?
A: The Foundation is committed to transparency, accountability, and responsible stewardship of all gifts. We're happy to share financial reports and impact metrics.
We welcome collaboration with your professional advisors. We can provide:
For Advisors:
[Professional advisor resources page link]
Planned giving can seem complex, but it doesn't have to be. Our team is here to answer your questions, explore options with you, and connect you with resources—all without obligation.
Schedule a Confidential Conversation:
[Contact information to be added]
When you include the Mark Egly Foundation in your estate plans, you create a legacy that:
✓ Funds research leading to cures and improved treatments
✓ Educates healthcare providers to recognize Alpha-1 symptoms
✓ Identifies undiagnosed patients before irreversible damage occurs
✓ Supports families navigating an Alpha-1 diagnosis
✓ Advocates for universal newborn screening
✓ Honors those who've been affected by this condition
Your planned gift is an investment in a future where Alpha-1 Antitrypsin Deficiency is diagnosed early, treated effectively, and ultimately prevented.
"The greatest use of life is to spend it for something that will outlast it."
— William James
Let your legacy be a world where no one suffers from undiagnosed Alpha-1.
Thank you for considering a planned gift to the Mark Egly Foundation. Your generosity today creates hope for tomorrow.