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Let us work with you to personalize a plan that's most beneficial to you and your family.
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Help transform healthcare for our patients, our communities and our world.
Our founding fathers — Frank E. Bunts, MD, George Crile Sr., MD, William E. Lower, MD, and John Phillips, MD — raised money to make their vision of a not-for-profit group practice a reality. Today, gift planning continues to build on that legacy, while also offering Cleveland Clinic supporters a way to make a lasting impact on the world.
Gift planning is a creative process that allows you to express your personal values by integrating your charitable, family and financial goals. A variety of options are available for you to plan for tomorrow, today.
In addition to making a current outright gift (writing a check, transferring securities or signing a multi-year pledge), you can choose a life-income gift (which pays you and/or your spouse an income for life) or a testamentary gift (which occurs after your lifetime).
What to Give
Each of these assets offers different advantages, such as tax benefits and ease of transfer.
- Stocks, Bonds, Mutual Funds
- Real Estate
- Tangible Personal Property (art, jewelry)
- Life Insurance Policy
- Retirement Plan Assets and/or IRAs
- Business and/or Partnership Interests
How to Give
Different giving vehicles offer a variety of advantages, including gift, income, estate and capital gains tax benefits, which can maximize the benefits to your family and Cleveland Clinic.
Deferred or Life-Income Gifts
- Gift Annuity
- Charitable Remainder Trust
- Charitable Lead Trust
- Retained Life Estate
- Life Insurance
- Retirement Plan Assets
Family Philanthropic Fund
- Designed to engage your whole family in giving and to establish a legacy of philanthropy.
“I give and bequeath to The Cleveland Clinic Foundation, Cleveland, Ohio (the sum of $____ or ____%) to support its exempt purposes (or insert name of program or project).”
Have you already provided for Cleveland Clinic in your estate plan? If so, thank you! Please notify us so we may welcome you as a member of our Pyramid Legacy Society. The support of Pyramid members allows Cleveland Clinic to continue providing the highest-quality patient care while advancing research and education.
Cleveland Clinic’s gift planning professionals can work with you to personalize a plan most beneficial to you and your family. If you or your financial advisor would like more information, please contact:
Amanda Steyer, Esq.
Senior Director, Gift Planning - Philanthropy Institute
Toll Free: 800.223.2273 ext. 45021