Bequests and Planned Gifts

Many donors take steps to include the Neuroendocrine Tumor Research Foundation in their estate plans. Gifts of this nature, or planned gifts, are legally arranged during the donor’s lifetime but are not usually dispersed until a later date.

For donors, a planned gift through a will or living trust is an effective and affordable way to make a major financial contribution and have a lasting impact on NETRF.  Many planned gifts can also have tax advantages.

Tell us about your planned gift to:

• Receive our monthly eUpdate newsletter.
• Be recognized in our Annual Report and other donor listings.
• Receive special invitations to events with NETRF leadership and scientists.
• Share your gift story and be profiled in publications and on our website.

Ways to make a planned gift

We recommend that you contact your financial advisor and attorney to guide you in making this type of gift. Recognizing that this is a very sensitive topic that deserves care and consideration, we provide the information below as a resource for you.

Contact our team at info@netrf.org to learn more about establishing a legacy to support our mission.

Notify us using the form below if you have already arranged for a planned gift or a bequest so that NETRF is aware of your wishes and can celebrate your generosity today!

Sample language

What follows is suggested language you may choose to include NETRF in your will or estate plan.  Please work with your financial advisor and/or attorney in making this intention.  

Unrestricted Gift:  A gift that can be used where need is greatest.

I give, devise, and bequeath to the Neuroendocrine Tumor Research Foundation, 31 St. James Avenue, Suite 365, Boston, Massachusetts 02116, (insert dollar amount, percentage amount, or description of property) to be used for its general purposes. Neuroendocrine Tumor Research Foundation Tax ID: 20-1945347.

Residuary Bequest:  Leaves any remainder after all other distributions have been paid.

I give, devise, and bequeath to the Neuroendocrine Tumor Research Foundation,  31 St. James Avenue, Suite 365, Boston, Massachusetts 02116, (insert percentage amount) percent of the residue of my estate to be used for its general purposes. Neuroendocrine Tumor Research Foundation Tax ID: 20-1945347.

Contingency Gift:  Takes effect only if a primary intention cannot be met.

In the event that (insert name) predeceases me, I give, devise, and bequeath his/her bequest or share to the Neuroendocrine Tumor Research Foundation, 31 St. James Street, Suite 365, Massachusetts 02116, to be used for its general purposes. Neuroendocrine Tumor Research Foundation Tax ID: 20-1945347.

IRA (individual retirement account)

Qualified Charitable Distribution (QCD)

• If you are 70 ½ or older, a qualified charitable distribution (QCD) from your IRA is a tax-beneficial way you can support NETRF and NET research.
• You can transfer up to $100,000.00 annually directly from your IRA to one or more charities like NETRF.
• QCD can be applied towards or satisfy your required minimum distributions (RMD). The 2020 SECURE Act raised the RMD start date to age 72.
• No income tax is owed on the QCD. It may reduce your taxable income leading to tax savings.
• Your gift will be put to work today, allowing you to see the impact of your investment now.
• Donors who direct their IRA distributions to NETRF now or in the future will be welcomed to the NETRF Legacy Society today.

Contact NETRF about Planned Giving

If you would like to learn more about matching gifts, planned gifts, and bequests, or gifts of stock gifts, please fill out the form below. Please add any comments to give us context about your interest or request. Please contact Development Coordinator, Laken Baird at laken.baird@netrf.org or call us at 617-946-1780.