Estate Planning
When you choose the Pat Summitt Foundation in your estate planning, you ensure that our mission continues long into the future. Planned gifts cost nothing today, yet they leave a profound legacy—helping us continue the fight against Alzheimer’s disease and supporting families and caregivers for decades to come.
No matter the size of your gift, your generosity strengthens our Foundation and inspires others to make a difference.
Ways to Give:
Bequests
The simplest way to leave a legacy is by naming the Pat Summitt Foundation as a beneficiary in your will or living trust. You can designate a specific dollar amount, a percentage of your estate, or the residual balance after loved ones are provided for. The benefit: you retain full control of your assets during your lifetime and reduce estate taxes for your heirs.
For sample language to include in your will or living trust, click here.
Beneficiary Designations
Did you know you can support our work without changing your will? You can name the Pat Summitt Foundation as a beneficiary of your tax-deferred accounts or policies, including:
- Retirement Plans (IRA, 401(k), 403(b))
- Life Insurance Policies
- Donor-Advised Funds (DAFs)
- Pay-on-Death (POD) or Transfer-on-Death (TOD) bank accounts
For instructions on completing beneficiary designations, click here.
IRA Charitable Rollover (Qualified Charitable Distributions)
If you are age 70½ or older, you can make a tax-free gift directly from your IRA to the Pat Summitt Foundation. If you are subject to Required Minimum Distributions (RMDs), this contribution can satisfy all or part of your annual requirement.
Join the Legacy Society
When you notify us that you have included the Pat Summitt Foundation in your estate plans, we welcome you as a member of our Legacy Society.
As a member, you will receive:
- Special recognition in our annual reports (optional).
- Invitations to exclusive updates and annual events.
- The satisfaction of knowing your legacy is actively shaping the future.
