Planned Giving

Gift Planning

The following gift planning options have special advantages, such as increased tax benefits. At the same time, you will have the satisfaction of knowing that your gift will provide vital future support for research to find a treatment and cure for SMA. There are a number of ways to give, including annuities and trusts, along with a number of assets that can be given such as cash, stocks, and bonds.

Gifts that Provide Income

A Charitable Gift Annuity may appeal to you if you are interested in making a gift to Cure SMA, and would like the dependability of a fixed annual income. In exchange for a gift of $10,000 or more in cash or securities, Cure SMA will provide a fixed, guaranteed income to you and/or your spouse for life.

A Charitable Remainder Trust is another way to plan for your future and for the future of Cure SMA. A gift of $100,000 or more in cash, securities, or real estate allows you to establish a trust that will make variable payments to you and other income beneficiaries, if you wish, for life. The fact that payments from a charitable remainder trust have the potential to increase over time can serve as a useful hedge against inflation.

Future Gifts

Making a bequest to Cure SMA is a simple way to leave a lasting legacy. Made with cash, securities, real or personal property, a charitable bequest is fully deductible for estate tax purposes. You may designate a specific sum or asset, provide for a fixed dollar amount, or gift a residuary of your estate to Cure SMA.

Designating Cure SMA as a beneficiary of a portion or all of your 401k, IRA or other retirement plan can be beneficial to your heirs as well as Cure SMA. Using a retirement account to make a gift to the Cure SMA also frees up other assets that may not carry such burdensome tax consequences—such as cash and securities—to leave for children and other family members. 

If you wish to make a one-time gift of stocks or bonds, please visit Other Ways to Give.

Please note:

Information found on this page is intended to provide general information and is not intended as a legal advice nor should be relied upon as such. Please contact Brett Kinley, Manager of Individual Giving, at brett.kinley@curesma.org or 847.709.6314 to discuss your planned giving options.