Leave a Legacy of Hope
Your legacy can be a beacon of hope for those living with cystic fibrosis. By including our organization in your estate plans, you ensure that vital research, treatment, and support services continue to advance. Planned giving allows you to make a significant, lasting impact on the fight against cystic fibrosis. Whether through a bequest, trust, or other planned gift, your generosity will help us move closer to a cure and improve the quality of life for countless individuals.
Planned gifts offer benefits that can include increased income, substantial tax savings, a tailored opportunity to meet your philanthropic goals, and the satisfaction of making a very significant gift to CRFI during your lifetime.
Bequests, Charitable Gift Annuities, Charitable Remainder Unitrusts, Charitable Remainder Annuity Trusts, and Life Insurance are some of the vehicles commonly used to make Planned Gifts.
Bequests are the most common Planned Gift, providing an easy way to include CFRI as a beneficiary in your Will or Living Trust. A simple document requiring no special financial or technical expertise, your designated bequest amount would come directly to CFRI, tax-free to your heirs and CFRI, at the time of your passing.
CFRI would be happy to provide you with sample language to construct your bequest according to your personal preferences and financial situation, and recommends you consult with your financial advisor and attorney in preparing this document.
An example of such a bequest is:
“I hereby give, devise, and bequeath [specific amount or percentage of estate or description of asset] to the Cystic Fibrosis Research Institute (CFRI), a nonprofit organization located at 1731 Embarcadero Road, Suite 210, Palo Alto, California 94303, for its general use and purpose.”
Donor Advised Funds
Welcome financial advisors and donors!
Financial advisors, as your clients seek advice and counsel, please consider recommending CFRI as a beneficiary. CFRI can answer your questions and provide further information for individual donors, families, advisors, and financial institutions.
Donors, CFRI thanks you for your interest in making a gift to CFRI from your Donor Advised Fund (DAF). Your DAF gift may be unrestricted, or, should you prefer, CFRI will happily honor your designated preferred area(s) including research, education, advocacy and support. In addition, your gift may be in honor or in memory of a loved one.
Making a gift to CFRI via a Donor Advised Fund is entirely free of cost, as neither the current participating funds (Fidelity Charitable, Schwab Charitable, BNY Mellon and Great Kansas City Community Foundation) nor CFRI charge any fees to send or receive your gift!
We are fortunate to serve those with CF locally, nationally and internationally, providing resources and support to our diverse CF community.
If you have any questions, please contact Stacie Reveles at sreveles@cfri.org or (650) 665-7586.