Planned Giving Toolkit

During your lifetime, you can recommend a grant from your donor-advised fund to impact lives through the Cystic Fibrosis Foundation.

If you would like to make a gift now through your DAF, simply click the link below to find your fund:

Create Your Legacy of Philanthropy

The final distribution of contributions remaining in your DAF after your lifetime can be designated when you create or update your fund.

If you decide to change your beneficiary designation, would you let us know? We would like to recognize you for your generosity and ensure that your gift is used as you intend.

Please don’t hesitate to get in touch if you have any questions about setting up your legacy gift or if you need more information.

Share Your Legacy

Six ways you can make an impact with your donor-advised fund

• Memorialize, honor, or commemorate a loved one or an event.

• Avoid capital gains by first transferring appreciated stock to your DAF and then gifting it in minutes.
• Teach your loved ones about charity and why you believe in giving back.
• Build a sense of community (and make a bigger impact) by forming “giving circles” with other donor-advised fund owners, including friends and family members.
• Bundle your charitable gifts (doing so could result in an opportunity to itemize your deductions in the same year).
• Leave all or a portion of the account to charity simply by changing your beneficiary designation.

We hope you will consider naming the Cystic Fibrosis Foundation as a beneficiary of your account. You may even designate the Cystic Fibrosis Foundation to receive a portion of the account value, leaving the remaining portion for your children or grandchildren to continue your legacy of philanthropy.

The following language may help you and your attorney draft a bequest that meets your needs.

General Bequest

• If you intend to make an outright bequest of cash, securities, or other property by designating a specific dollar amount, a particular asset, or a fixed percentage of your estate to the Cystic Fibrosis Foundation to be used for general purposes:

“I give and bequeath to the Cystic Fibrosis Foundation (chapter name if applicable) located in Bethesda, Maryland, the sum of $________.”

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Residuary Bequest

• If you intend to leave the residue portion of your assets after other terms of the will have been satisfied:

“I give and bequeath to the Cystic Fibrosis Foundation (chapter name if applicable) located in Bethesda, Maryland, _________ (all or a percentage) of the rest, residual or remainder of my estate.”

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Contingency Bequest

• If you wish to make a contingency gift, so that the Cystic Fibrosis Foundation will receive a portion of your estate if your named beneficiary does not survive you:

“If (insert name) is not living at the time of my death, I bequeath to the Cystic Fibrosis Foundation (chapter name if applicable), located in Bethesda, Maryland, the sum of $_____ or ______ percent of the rest, residual or remainder of my estate.”

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*If you are interested in supporting a specific project or program, it is best to discuss your plans with our planned giving professionals before completing your bequest language to confirm your wishes can be met by the Cystic Fibrosis Foundation.

Please note: The policies of the Cystic Fibrosis Foundation do not allow the Cystic Fibrosis Foundation or its representatives to serve as personal representatives, executors, trustees, or witnesses for a will or trust.

To designate the Cystic Fibrosis Foundation as a beneficiary of a qualified retirement plan or other financial account, please use the following information:

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The sum of all primary designations must total 100%, and the sum of all contingent designations must total 100%.

When it is time to update your will, you do not have to start from scratch. You can use a codicil, a document your attorney can prepare to amend your will or trust without re-writing the entire document. The codicil adds a new gift to the Cystic Fibrosis Foundation while reaffirming the other terms of your will. An attorney can prepare an amendment to a revocable trust to add the Cystic Fibrosis Foundation.

Below is a sample codicil, intended only as a guide. Please consult your legal counsel to prepare a codicil.

I give, devise, and bequeath $ ___________ to the Cystic Fibrosis Foundation, 4550 Montgomery Ave, Suite 1100 N, Bethesda, MD 20814 for its charitable uses and purposes.

In all other respects I ratify and confirm all of the provision of my said last Will and Testament dated on the _________ day of ______________, 20__.

IN WITNESS WHEREOF, I sign, publish and declare this instrument to be a Codicil to my last Will and Testament in the presence of the persons witnessing said Codicil at my request this _____ day of ___________, 20__.

_________________________ residing at __________________________
(name)

Witnesses

_________________________ residing at __________________________
(name)
_________________________ residing at __________________________
(name)

The codicil, to be valid, must be signed in the presence of witnesses, and the original must be placed with your other valuable papers. A copy can go to your lawyer, and a copy can go to the Cystic Fibrosis Foundation.

Download Sample Codicil

In your work as an advisor, you value professionalism, integrity, honesty, and taking the utmost care when serving your clients.

As a nonprofit organization, we share your values and take the same care when it comes to helping our donors plan charitable gifts.

We understand that gifts to charities such as the Cystic Fibrosis Foundation can be an important part of your clients’ overall financial and estate plans. That is why we are committed to working with you to ensure that your clients find the charitable arrangements that best meet their needs. We believe that charitable planning is a process that ideally involves the donor, professional advisors, and our gift-planning staff — all working together to arrange the best gift possible.

For more information, please get in touch with Amanda Zar at azar@cff.org or call 301-907-2582.