Planned Giving

Planned giving is a powerful way to support Glenwood’s mission while achieving your personal and financial goals. Your gift ensures that individuals with autism and behavioral health needs receive life-changing care for generations to come.

WAYS TO GIVE

• Bequests (Will or Trust)
  • Include Glenwood in your will or trust to make a lasting impact without affecting your current finances.
    • Request sample language from your attorney.
• Gifts or Stocks
  • Donate appreciated securities for a tax-smart way to give. Receive a deduction on the full market value, no matter the purchase price.
    • Contact us to learn how to transfer your investment gift.
• Retirement Accounts
  • Name Glenwood as a beneficiary of your IRA, 401(k), or 403(b). This reduces tax burdens for your loved ones while supporting a cause you value.
    • Ask your plan administrator for a beneficiary form.
• Insurance Policies
  • You can simply acknowledge Glenwood as a beneficiary on an insurance policy.

This information is provided to help you explore giving opportunities and is not intended as legal, tax, or financial advice. We strongly encourage you to consult your attorney, financial advisor, or tax professional when considering any planned gift.

CONTACT US

Including Glenwood as a beneficiary in your estate plans is one of the most thoughtful expressions of giving that one can do.

If you would like to explore how to incorporate Glenwood in your estate plans, please contact Dr. Chris Theriot, CFRE, Vice President of Development. With more than two decades of experience, Dr. Theriot can help guide you in making your legacy giving goals a reality.

If you have already included Glenwood in your estate plans, we would love to hear from you so we can express our sincere gratitude for your generosity.

Address: 150 Glenwood Lane, Birmingham, AL 35242 – ATTN: Dr. Chris Theriot
Phone: 205-795-3376

Together, we can create a legacy of hope and opportunity that lasts for generations.