Tools For Professional Advisors

In your work as a professional advisor, we understand that you need to know which organizations match the values and giving priorities of your clients. EGPAF has a 25-year track record of wisely investing resources from donors, including individuals, foundations, corporations and governments. We take accountability and stewardship seriously, making funding EGPAF a smart investment. EGPAF has a 25-year track record of wisely investing donor resources, from individuals, foundations, corporations, and governments. Approximately 90% of EGPAF's total expenditures directly support program services. We have a stellar report card from nonprofit oversight agencies including Charity Navigator, the American Institute of Philanthropy, and the Better Business Bureau. We take accountability and stewardship seriously, making funding EGPAF a smart investment.

Please use these tools as you help your clients with their charitable plans, and feel free to contact EGPAF's Major Gifts Officer, Colleen Hughes, at chughes@pedaids.org or 202-470-1041 for more information or assistance. 

Tools for Professional Advisors
Legal Name: Elizabeth Glaser Pediatric AIDS Foundation
Federal Tax I.D. Number: 95-4191698
Incorporated in: Santa Monica, CA

Partner With Us
We understand that tax-deductible gifts to charitable organizations such as EGPAF can be an important part of your clients' overall financial and estate plans. That's why we're committed to working with you to ensure that your clients find the charity that best meets their needs. We believe that charitable planning is a process that ideally involves the donor, professional advisors and our development staff all working together to arrange the best gift possible.

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 gift 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 receive an immediate federal income tax charitable deduction. 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 receive an immediate federal income tax charitable deduction. 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.