Making a planned gift is a wonderful way to show your support and appreciation to the National Scleroderma Foundation while accommodating your own personal, financial, estate-planning, and philanthropic goals. Together, we can find your best path to meet your goals both financially and honor your legacy as a member of the Scleroderma Hope Society.
Leaving the National Scleroderma Foundation in your will or revocable trust is easy! We are happy to provide you with any language to support this effort.
Benefits for this option include:
- You can change your bequest or trust designation at any time.
- You control the funding property during your lifetime
- Your bequest or trust designation will not be subject to any potential federal estate tax
- You help support the future of the National Scleroderma Foundation
- You become a member of the Scleroderma Hope Society
Life-income gifts such as gift annuities and charitable remainder trusts can provide donors with an income stream, significant tax savings, and the satisfaction of providing the National Scleroderma Foundation with vital resources.
When choosing this giving option both you and the Foundation benefit. Please consult your financial planner about immediate-payment gift annuity, deferred-payment gift annuity, charitable remainder annuity trust, and charitable remainder unitrust. Regardless of which path you choose you will become a member of our Scleroderma Hope Society.
Charitable lead trusts are simple in nature, however, require support and coordination with an attorney or financial planner who specialized in trusts and estates. Regardless of the complexities this option allows you to direct gifts to the Foundation for a specified period of time and, in turn, receive either a charitable deduction now for gifts made in subsequent years or a reduction in gift or estate taxes on property you wish to pass to heirs.
Retirement planning could make an excellent choice for funding a charitable donation. Your retirement benefits are very likely a large portion of your total net worth. There are several options:
Gifts from Retirement Plans During Your Lifetime. A distribution from your retirement plan would go to you and you would then make a charitable donation to the Foundation.
Estate Gifts. By establishing the Foundation as a beneficiary on your retirement plan, ensure a donation will be made after your death.
Qualified Charitable Distribution or IRA Rollover Gifts. If you are 70½ or older you can instruct your plan administrator to make a direct transfer of up to $100,000 to the Foundation. Several benefits include your gift will count towards your minimum distribution requirements under the 2019 SECURE Act, which begins at age 72; you support the programs that are important to you at the Foundation; your gift is transferred directly to the Foundation and since you do not receive the funds, they are not included in your gross income. No income-tax deduction is allowed for the transfer.
By creating an estate note you will be making an irrevocable pledge to the Foundation in which you have executed an estate note to pay off the pledge from estate assets in case the pledge remains unpaid at death. If you need help in crafting language to support this or to file a pledge with the Foundation, please let us know.
An important but overlooked role of life insurance is its charitable giving opportunities. Life insurance can be the direct funding medium for a gift, permitting the donor to make a substantial gift for a modest annual premium payment.
Regardless of which option you choose, the National Scleroderma Foundation is here to help you navigate your philanthropic goals in supporting our future. To begin the process please contact Mary J. Wheatley, CEO to learn more or to discuss your intentions ensuring your wishes will be best use for the Foundation, please email email@example.com.
If you are directly working with an estate planner or financial advisor the following will be of assistance:
Legal name: National Scleroderma Foundation
Address: 300 Rosewood Drive, Suite 105, Danvers, MA 01923
Federal Tax ID Number: 52-1375827
The Scleroderma Hope Society, is our community of planned and estate givers. Please let us know if you plan to or have already included the National Scleroderma Foundation in your estate or planned gifts. We would like to thank you for your generosity.
To learn more about these opportunities, please contact Mary J. Wheatley, CEO at firstname.lastname@example.org.
*Disclaimer: The National Scleroderma Foundation does not provide financial advice or planning, please seek guidance from your financial planner or counsel.