Planned Giving

    Home » Give » Planned Giving With a planned gift to Phil’s Friends, you can combine your desire to give to charity with your overall financial, tax, and estate planning goals. Your planned gift gives you a special connection with us and will help touch those affected by cancer—for now and for years to come.

    Please consider designating Phil’s Friends as a beneficiary when you review your estate planning. A planned gift will help us continue to fulfill our mission. In addition, your generosity and dedication to empowering those battling cancer will help inspire others to make planned gifts to Phil’s Friends.

    Your planned gift can be made through:
    • Bequest in your will
    • Insurance policy
    • IRA or other retirement plan
    • Charitable trust, annuity, or pooled income fund
    • Gift or real estate, securities or other assets
    Planned gifts can offer tax benefits such as a charitable tax deduction, a reduction in capital gains tax on appreciated property, securities and collectibles, and removal of assets from potential Federal estate tax.

    Before making a planned gift to Phil’s Friends, we recommend that you consult your tax advisor or attorney for full advice on the effect of your gift.

    To learn more about planned gifts to Phil’s Friends, please call the Phil’s Friends office at 224.653.8315.
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