Planned Giving

Forever In Motion Legacy Society

Through the Forever In Motion Legacy Society, you can make financial provisions today that will meet the future needs of InMotion, and help people with Parkinson’s disease feel better today, tomorrow, and every day. The Forever In Motion Legacy Society is an exceptional group of supporters who have chosen to make a lasting commitment to InMotion through a variety of estate-planning tools including bequest in a will or trust, IRA designates, gifts of life insurance and more.

InMotion will honor members of the Forever In Motion Legacy Society by listing their names on a special recognition wall, on our website and in select InMotion publications. We always honor the wishes of those members who want to remain anonymous.

How to Become a Member of the Forever In Motion Legacy Society

You can become a member by naming InMotion as a beneficiary in your estate plan.

A few examples:

Bequests. You make a gift from your estate to InMotion. Your estate may claim a tax deduction for the full amount of your charitable bequest.

Life insurance. You make a gift of life insurance to InMotion. When you name InMotion as a beneficiary of all or part of your policy, InMotion would receive the death benefit.

Retirement assets. You name InMotion as the beneficiary of all or part of your retirement plan assets upon your death. Your estate avoids paying large income and estate tax bills.

If you have already named InMotion as a beneficiary in your personal estate plan, or to learn more about becoming a member of the Forever In Motion Legacy Society, please contact Wendy Voelker, Chief Development Officer, by calling 216-342-4016 or email [email protected].

We encourage you to consult with an estate planning professional or financial advisor to evaluate tax and financing planning strategies.

Planning for the Future: How to Leave Your Legacy (webinar)

It’s not something we want to think about, but it’s something we all *need* to think about – what happens to our estate when we are gone. Yes – you have an estate! And this webinar can help you get started in planning for how you would like your assets to be directed, including leaving philanthropic gifts to your favorite charities. Our speaker Ellen Halfon is an expert in estate planning & philanthropy, and can answer your basic questions regarding wills, trusts, and other tools for legacy giving. This webinar also shares information about InMotion and how your gift can help support us now and in the future. PLUS – an interview with an InMotion client and his wife, who explain how and why they included InMotion in their estate plan.

Our featured speaker is Ellen Halfon, Senior Philanthropic Advisor, Office of Strategic Initiatives and Global Principal Gifts at Case Western Reserve University. Prior to joining CWRU, Ellen practiced law for more than 30 years in all areas of estate and gift tax planning and estate administration, primarily focusing on sophisticated estate and succession planning for high-net-worth individuals and families. She has significant experience assisting such clients to achieve their philanthropic goals through the use of charitable trusts and other vehicles, and by developing strategies that encourage multigenerational involvement in family philanthropy.

Ellen has served as a Trustee and officer of nonprofit organizations, and currently serves as an InMotion board member. She has lectured regularly and published articles in the areas of estate, gift and charitable tax planning, as well as practice issues for tax-exempt organizations.

This webinar was recorded on November 16, 2022.