Planned Giving

Planned gifts provide sustained support that enables:

• Long-term Research into Alpha-1 cures and treatments
• Endowed Programs that continue in perpetuity
• Universal Screening Initiatives reaching millions
• Medical Education for future healthcare providers
• Patient Support Services for generations of families

A planned gift reflects what matters most to you—whether it's:

• Honoring a loved one affected by Alpha-1
• Supporting medical research and innovation
• Preventing others from enduring years of misdiagnosis
• Ensuring access to life-saving treatments
• Advancing early detection through newborn screening

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:

• ✓ Simple to arrange—often just one sentence in your will
• ✓ Can be modified if circumstances change
• ✓ No cost to you during your lifetime
• ✓ Estate tax deduction for the full value of your gift
• ✓ Create a lasting legacy

Name the Foundation as a Beneficiary

Designate the Mark Egly Foundation as a beneficiary of:

• Retirement accounts (IRA, 401(k), 403(b), pension)
• Life insurance policies
• Bank or investment accounts
• Donor-advised funds

Why This Works:

• Takes just minutes to complete a beneficiary form
• Can be changed at any time
• Assets pass directly to the Foundation, avoiding probate
• Particularly tax-smart for retirement accounts (avoiding income tax and estate tax)

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:

• ✓ Secure, fixed income for life (rates based on age)
• ✓ Immediate charitable income tax deduction
• ✓ Portion of payments may be tax-free
• ✓ Support the Foundation after your lifetime
• ✓ Bypass capital gains tax on appreciated securities

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:

• ✓ Immediate income tax deduction
• ✓ Avoid capital gains tax on appreciated assets
• ✓ Create income stream for you or loved ones
• ✓ Reduce estate taxes
• ✓ Ultimate gift to the Foundation

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:

• ✓ Support Alpha-1 research immediately
• ✓ Reduce or eliminate gift and estate taxes
• ✓ Pass more wealth to heirs
• ✓ Ideal for those with substantial estates

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:

• ✓ Immediate charitable income tax deduction
• ✓ Continue living in your home
• ✓ Reduce estate taxes
• ✓ No capital gains tax on appreciation
• ✓ Flexibility to change living arrangements later

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:

• ✓ Create a larger legacy than cash donations might allow
• ✓ Tax deduction for premiums (if Foundation owns the policy)
• ✓ Estate tax savings
• ✓ Simple to arrange

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:

• ✓ Satisfies Required Minimum Distribution (RMD)
• ✓ Avoids income tax on the distribution
• ✓ Reduces taxable income
• ✓ May lower Medicare premiums and Social Security taxation
• ✓ Make an immediate impact on Alpha-1 research

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:

• Avoid capital gains tax on appreciation
• Receive full fair market value deduction
• Make a larger gift than cash might allow

Donate real estate, farmland, commercial property, or undeveloped land:

• Avoid capital gains tax
• Receive fair market value deduction
• Eliminate property maintenance and taxes
• Create significant legacy gift

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:

• Research initiatives or programs
• Endowed funds or scholarships
• Educational programs
• Patient support services
• Annual awards or recognition programs

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:

• Recognition in our annual report (optional)
• Exclusive updates on Foundation impact and research breakthroughs
• Special events and appreciation gatherings
• Opportunities to connect with other Legacy Society members
• Satisfaction of knowing your legacy will save lives

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:

• Estate planning attorney
• Financial advisor
• Tax professional
• Accountant

They can help you choose the best option for your circumstances.

Reach out to our planned giving team to:

• Discuss your philanthropic goals
• Explore options that fit your needs
• Obtain our legal information for estate documents
• Ask questions in confidence

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:

• Thank you for your generosity
• Ensure your wishes are documented
• Invite you to join the Legacy Society
• Recognize your gift (if desired)

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:

• Technical information about gift structures
• Sample bequest language
• Gift illustrations and calculations
• Charitable deduction information
• Asset transfer instructions

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.

• [Download Our Planned Giving Guide]
• [Request a Personalized Gift Illustration]
• [Contact Our Planned Giving Team]
• [Include the Foundation in Your Will]
• [Inform Us of Your Planned Gift]

Thank you for considering a planned gift to the Mark Egly Foundation. Your generosity today creates hope for tomorrow.