By making a deferred gift to Cleveland Clinic, you have the flexibility to commit today, but postpone the contribution's impact until a later date. There are several deferred gift options to chose from when making a gift to Cleveland Clinic, including:
Real Estate With Retained Life Interest
Gifts of real estate can help fulfill your philanthropic goals while saving taxes because of its double tax benefits, including an immediate charitable deduction and the avoidance of capital-gain tax.
Retirement Plan Assets
Donations from IRAs or qualified retirement plans qualify for an estate-tax deduction and are not subject to income taxes due to Cleveland Clinic's tax-exempt status.
Life Insurance
Life insurance is an asset that's frequently overlooked as a means for making a gift. If you or your family no longer depend on your life insurance policy, contributing its value may be a convenient way to fulfill your philanthropic goals.
Contact Us
For a confidential discussion about the benefits of making a deferred gift to Cleveland Clinic, please call Institutional Relations and Development at 216.444.1245 and ask to speak with a member of our gift planning team or email giftplanning@ccf.org.
