Bequest

BequestDesignating SAA as a beneficiary in your will is the simplest way to create a legacy gift to SAA without affecting your current financial situation. After providing for your family, you can remember SAA in your will for a specific dollar amount or a percentage of your estate. Estate tax savings may be significant.

Life Insurance and Retirement Assets

Another opportunity to make a significant gift to SAA is with a life insurance policy or an IRA. You can designate SAA as the sole or partial beneficiary of an existing life insurance policy or IRA that is no longer needed by your family, or name SAA as the beneficiary of a new policy. This gift option is straightforward and does not require a will.

Charitable Trusts

Setting up a trust that provides current income for life for yourself and/or loved ones is another way to leave a legacy gift to SAA. You will receive favorable tax benefits and SAA will receive what is remaining in the trust. We partner with a community foundation to facilitate this option. The two most popular life income gifts are charitable gift annuities and charitable remainder trusts.

Charitable Gift Annuity

Charitable Gift Annuities

Ideal for people who want to give an asset (such as stock or cash) and receive a fixed income over the rest of their lives.

Charitable Remainder Trust

A gift of cash, stock, real estate, or complex assets in return for variable payments (a percent of gift). Donors can make additional contributions over time.

Retained Life Estate

Retained Life Estate

An option for people who own a home and intend to remain living here. The donor gifts property in return for an immediate tax deduction.

Stocks - Securities

By giving securities instead of cash, people may benefit with substantial additional tax savings. For example, people who itemize their deductions and donate appreciated stocks - that have been held for over a year - can benefit by not paying taxes on unrealized gains in ADDITION to deducting the market value amount of the charitable donation. Securities can be gifted to the SAA via electronic transfer (in which your broker transfers shares using the SAA DTC number).

Contact Richard@spondylitis.org for detailed information on donating stock.

Other Planned Giving Options

There are many other planned giving options available. Planned gifts have many benefits including the possibility of increasing your income while avoiding capital gains taxes and reducing estate taxes.

This information is not professional tax or legal advice; please consult an attorney or professional advisor about your specific situation.

Stay Informed

Contact Us

Spondylitis Association of America

PO Box 5872
Sherman Oaks, CA 91413

Email

info@spondylitis.org

Toll Free Hotline

(800) 777-8189 U.S. only
or (818) 892-1616

Give With Confidence