To help you get started on your plans and legacy, you can use FreeWill, an online tool that guides you through the process of creating a legally valid will or trust. It’s easy to use, accessible online and can be completed in 20 minutes. You can use this resource on its own to document your wishes before finalizing your plans with an attorney to safeguard your estate.
Have you already included a gift in your will or trust?
Please fill out this form to let us know! We would love to thank you for your generosity.
Establish beneficiaries for IRAs, 401(k)s, and other assets
To transfer ownership of assets outside of your will (non-probate assets), you can name the Hirshberg Foundation and loved ones as beneficiaries. These assets include: lRAs, 401(k)s, pensions, life insurance policies, and certain bank and brokerage accounts.
Gifts of Stock
Donating appreciated securities like publicly traded stocks is a tax-effective, easy way to give back. Contact your broker or financial advisor to assist you in making a stock gift transfer. Contact us and we will make sure you receive a tax receipt.
For questions about the FreeWill process, please contact Sarah Banks, Development Director, at [email protected] or call (310) 473-5121. We also invite you to learn about other ways to give. Thank you for your shared commitment to our mission and our vision to cure pancreatic cancer!
Questions about Planned Giving
- What is Planned Giving?
Planned giving refers to any charitable gift or bequest made in lifetime or at death as part of your overall financial and/or estate planning including a will.
- Why do I need an estate plan?
Everyone should make a will or living trust, regardless of wealth. When you create or update your will, you can look after your loved ones and give them an easy map to follow. In short: it provides peace of mind!
- How will my estate plan make an impact?
When you write a will, you can preserve your legacy by leaving a part of your estate to the Hirshberg Foundation.Your gift will continue to fund critical pancreatic cancer research and programs, making an impact for years to come.
- What’s included in my estate plan?
A last will and testament or living trust lists assets and property, charitable gifts, determines guardians for children and pets, and names an executor.
- What should I do before I create my estate plan?
Take stock of your assets and make a thorough list, have a conversation with loved ones about who you want to be your executor, and determine what causes you may want to support.
- What should I do after I make my estate plan?
Print your will and sign it in front of witnesses to ensure it’s legally valid (FreeWill gives you detailed instructions). When you include a gift for the Hirshberg Foundation in your estate plan, notifying us of your gift is enormously helpful for our records, and allows us to show gratitude. Store your will in a safe place!