Let the Radiation Oncology Institute (ROI) show you the advantages of gift planning on our enhanced website, which describes a number of ways to make a legacy gift to the ROI. You can simply name the ROI as a beneficiary of a retirement plan or a life insurance policy, you can include the ROI in your will or trust to receive a fixed dollar amount or specific percentage of the estate after other gifts are made, or you can create a charitable remainder trust, which not only has significant tax advantages, but also pays you and possibly another person income for life.
The website will help you plan your gift by amount of gift, by age, or by assets. You will also find examples of types of gifts and will discover information on donor-advised funds, which have become popular since the new tax laws were enacted last year. If you want additional information, you can request guides on a number of topics.
Remember, this advice works for the many charitable organizations that you support. Usually gifts like these are made to benefit multiple charitable causes that reflect the interests of the donor during his or her lifetime.
If you make a planned gift to benefit the ROI, we encourage you to let us share that news with others. By letting us recognize you for your gift, you are setting the example for others to follow. Information about the Legacy Circle is on the website and you can read the stories of some of our Legacy Circle members as well.
Of course, if you prefer, we can keep the gift anonymous. In either case, we would like to know about your gift so we can thank you.
Visit the enhanced interactive website to learn more about planned giving. If you have questions or need assistance, please contact Janet Hedrick, ROI Director of Development, by email or by calling 703-839-7340.
The information on the website and provided by ROI staff is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results.