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Planned Giving

One Family’s Commitment to Conquering Glaucoma

Schuyler and Susie Bailey included agift to Glaucoma Research Foundationin their estate plan to give greater hopeto patients and help end glaucoma.

Schuyler and Susie Bailey included a gift to Glaucoma Research Foundation in their estate plan to give greater hope to patients and help end glaucoma.

In 1970, Susie and Schuyler Bailey’s son Peter was diagnosed with a rare type of glaucoma by Dr. Robert Shaffer, one of the founders of Glaucoma Research Foundation. Peter was only 3 months old. At the time, Schuyler recalls, Dr. Shaffer said preserving sight in an eye like Peter’s for the next 50 years would be a miracle. The Baileys were understandably crushed. “When something like that happens, you can’t find the right words,” Schuyler says. “‘Devastated’ is the closest.”

It was families like the Baileys who inspired our three founders to create an organization that would give greater hope to patients for better treatments—and ultimately an end to glaucoma.

“When Drs. Robert Shaffer, John Hetherington and H. Dunbar Hoskins founded Glaucoma Research Foundation, we, of course, wanted to be a part of it,” Susie adds. As a result of their dedication, the Baileys have been faithful annual donors ever since and have also included Glaucoma Research Foundation in their estate plan.

Peter is 46 now, with a degree in history from Stanford University. He lost sight in one eye the summer before college and has limited vision in the other.

Our innovative research programs, such as the multiyear collaborative Catalyst for a Cure Biomarker Initiative, continue to inspire the Baileys and give them hope for a cure.

“The research is vital and we are very excited about the progress and dedication of the Catalyst for a Cure team,” Susie says.

“They have a bold vision to look at glaucoma differently. Our support of their work is very meaningful to us. We want to help conquer glaucoma,” Schuyler adds.

Nancy Graydon, executive director of development, notes that through their estate, the Baileys will support Glaucoma Research Foundation and provide for their family. “It is not all or nothing,” Nancy says. “Donors can include a specific dollar amount or percentage of their estate to support our mission and also ensure their loved ones are taken care of.”

Leave a Lasting Legacy
Contact Nancy Graydon at ngraydon@glaucoma.org or (415) 986-3162 ext. 231 to learn how you can leave a lasting legacy at Glaucoma Research Foundation like Susie and Schuyler.

eBrochure Request Form

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A charitable bequest is one or two sentences in your will or living trust that leave to Glaucoma Research 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 Glaucoma Research Foundation, a nonprofit corporation currently located at San Francisco, CA, 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

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.

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 Glaucoma Research Foundation 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 our mission.

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.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

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 Glaucoma Research Foundation 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 Glaucoma Research Foundation 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 a third party where you agree to make a gift to Glaucoma Research Foundation and they, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

Personal Estate Planning Kit Request Form

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