Gift
Planning

>> Philanthropy serves an important role in fulfilling Cleveland Clinic’s vision for the future of medicine. 

Our founding fathers — Frank E. Bunts, MD, George Crile Sr., MD, William E. Lower, MD, and John Phillips, MD — raised money to make their vision of a not-for-profit group practice a reality. Today, gift planning continues to build on that legacy, while also offering Cleveland Clinic supporters a way to make a lasting impact on the world.

Gift planning is a creative process that allows you to express your personal values by integrating your charitable, family and financial goals. A variety of options are available for you to plan for tomorrow, today.

In addition to making a current outright gift (writing a check, transferring securities or signing a multi-year pledge), you can choose a life-income gift (which pays you and/or your spouse an income for life) or a testamentary gift (which occurs after your lifetime). 

What to Give 

Each of these assets offers different advantages, such as tax benefits and ease of transfer.

  • Cash/Check
  • Stocks, Bonds, Mutual Funds
  • Real Estate
  • Tangible Personal Property (art, jewelry)
  • Life Insurance Policy
  • Retirement Plan Assets and/or IRAs
  • Business and/or Partnership Interests

How to Give

Different giving vehicles offer a variety of advantages, including gift, income, estate and capital gains tax benefits, which can maximize the benefits to your family and Cleveland Clinic.

Deferred or Life-Income Gifts

  • Gift Annuity
  • Charitable Remainder Trust
  • Charitable Lead Trust
  • Retained Life Estate

Testamentary

  • Bequests
  • Life Insurance
  • Retirement Plan Assets

Family Philanthropic Fund

  • Designed to engage your whole family in giving and to establish a legacy of philanthropy.

Bequest Language

“I give and bequeath to The Cleveland Clinic Foundation, Cleveland, Ohio (the sum of $____ or ____%) to support its exempt purposes (or insert name of program or project).”

Have you already provided for Cleveland Clinic in your estate plan? If so, thank you! Please notify us so we may welcome you as a member of our Pyramid Legacy Society. The support of Pyramid members allows Cleveland Clinic to continue providing the highest-quality patient care while advancing research and education.

Click here to view our "Ways to Give" brochure.  

Contact Us

Cleveland Clinic’s gift planning professionals can work with you to personalize a plan most beneficial to you and your family. If you or your financial advisor would like more information, please contact Anne Corrette, Manager, Gift Planning, Philanthropy Institute at 216.444.1251, 800.223.2273 x41251 or a.corrette@ccf.org.