Planned Giving


Today’s life-saving cystic fibrosis treatments are made possible because of research funded by visionary individuals who are committed to helping those with CF.  Their generosity has funded research that has saved thousands of lives.  Adding a gift to your will or living trust can help us reach our mission of improving the quality of life for those with cystic fibrosis and their families.

Your planned contribution not only enables you to be recognized for your generosity and dedication to supporting the cystic fibrosis community, but it also offers considerable tax benefits.  If you incorporate our foundation into your estate planning now, you can help us make a difference for years to come.

There are a variety of planned gift options to consider, including:

Giving to BEF through your will or living trust is often referred to as a “bequest.” A bequest from your estate may include cash, securities, real estate, and/or personal property.  It can be for a specific amount or for a percentage of your estate.

Giving through your retirement plan is an excellent option with added tax benefits.  The assets you designate will be eliminated from your taxable estate upon your death and your retirement assets pass free of income taxes.  This allows the foundation to receive the full value of your generous gift.

A charitable gift annuity is a philanthropic arrangement where an individual donates assets, typically cash or securities, to a charitable organization in exchange for a guaranteed income stream for themselves or someone else for a specified period.  The annuity payments are usually fixed and can be made for the lifetime of the annuitant(s) or for a predetermined term.  After the death of the annuitant(s) or the expiration of the term, the remaining assets in the annuity fund are retained by the charity to support its mission.  This arrangement allows individuals to support charitable causes they care about while also providing themselves or a loved one with a steady income stream.

Charitable Remainder Trusts:  A charitable remainder trust (CRT) is a philanthropic financial tool where a donor transfers assets into a trust, providing income to the donor or other beneficiaries for a specified period or lifetime.  After this period, the remaining assets in the trust are donated to the charity.  The donor may receive tax benefits for the charitable contribution, and the trust offers flexibility in income payments, which can be either fixed or variable.

Charitable Lead Trusts:  A charitable lead trust (CLT) is a philanthropic arrangement where a donor transfers assets into a trust that pays a fixed or variable income to one or more charitable organizations for a specified period or lifetime.  After this period, the remaining assets in the trust are typically passed on to non-charitable beneficiaries, such as family members.  CLTs allow donors to support charities during their lifetime while potentially reducing estate taxes for their heirs.

Benefits of Planned Giving

Tax Benefits

There are potential tax benefits associated with charitable giving, such as income tax deduction for charitable donations and possible reduction in capital gains taxes if appreciated assets are donated such as stocks or real estate. 


Giving a gift to the foundation in your will guarantees that your priorities and commitment to this cause will go on after you pass away, having a long-lasting effect on the cause you are passionate about.

How to Make a Planned Gift

Get Your Questions Answered

If you have any questions or need additional information, please contact:
Bob Plansker
President and CEO
Boomer Esiason Foundation
483 Tenth Ave Suite #300
New York, NY, 10018
Tax ID #11-3142753

Disclaimer: All materials on this website are provided for informational purposes only and do not contain legal advice, legal opinions, or any other form of advice regarding any specific facts or circumstances.  You should not act upon any such information without seeking qualified legal counsel on your specific needs.