The Elizabeth Glaser Pediatric AIDS Foundation Legacy Society

The Legacy Society honors donors who have made a planned gift to EGPAF. This dedicated group makes a lasting impact by helping EGPAF end pediatric HIV/AIDS through our research, advocacy, and prevention and treatment programs.

How to Join
If you have already included EGPAF in your estate plans or have made another type of planned gift, we encourage you to let us know so we may formally welcome you to the EGPAF Legacy Society. If you are interested in joining the Legacy Society, please feel free to reach out to discuss any questions you may have with EGPAF's Senior Major Gifts Officer, Colleen Hughes.

EGPAF respects all legacy donors who wish to remain anonymous and all donor information shared with EGPAF is confidential.

Benefits of Membership
To recognize your commitment and acknowledge your legacy, EGPAF offers several benefits of membership to our Legacy Society:

  • Recognition in the Annual Report as a member of the EGPAF Legacy Society
  • Invitations to Special Events
  • Planned Giving Updates throughout the year
  • Each new member will receive an individualized letter of thanks from President and CEO, Chip Lyons, along with a special recognition gift

We are grateful that you have or are considering including the Elizabeth Glaser Pediatric AIDS Foundation as part of your legacy. Together, we will make an AIDS-free generation a reality.

eBrochure Request Form

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A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

A charitable bequest is one or two sentences in your will or living trust that leave to the Elizabeth Glaser Pediatric AIDS Foundation a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

"I give to the Elizabeth Glaser Pediatric AIDS Foundation, a nonprofit corporation currently located at 1140 Connecticut Avenue, NW, Suite 200, Washington, D.C. 20036, or its successor thereto, ______________* [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."

able to be changed or cancelled

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to EGPAF or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support ending pediatric HIV/AIDS.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the potential tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to EGPAF as a lump sum.

You fund this trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to EGPAF as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and EGPAF where you agree to make a gift to EGPAF and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.