Planned Gifts are a powerful way to help Celiac Disease Foundation continue our efforts to meet the growing public health challenge of diagnosing celiac disease and other gluten-related disorders.
Planned gifts can take many forms, but all share these characteristics:
- Your legacy of philanthropy to the priorities you believe are important are thoughtfully addressed in your estate.
- You can take maximum advantage of estate tax planning now, lessening the burden on your loved ones later.
- You can give more to help end the needless suffering caused by undiagnosed celiac disease than you may have ever thought possible.
Planned Gifts can be:
- A gift or “bequest” from your Will or Trust
- Naming Celiac Disease Foundation a beneficiary of your Retirement Plan or IRA. (Note that the law allows you to contribute directly from your IRA now and have those contributions count as part of your minimum distribution.)
- Naming Celiac Disease Foundation a beneficiary of a Life Insurance Policy.
- Naming Celiac Disease Foundation a beneficiary of a savings, checking, brokerage or other transfer on death account.
- A gift to fund a Charitable Gift Annuity (CGA) that guarantees you lifetime payments. To learn more about CGAs and their tax-advantages please click here.
Each of these gifts will allow you to enjoy specific tax advantages as well, so we always recommend that you discuss your personal financial plan with a professional.
Plan on seeing your attorney or visiting your financial institution?
To make Celiac Disease Foundation the beneficiary of a planned gift you only need the following information:
Celiac Disease Foundation
20350 Ventura Blvd., #240
Woodland Hills, CA 91364
Federal Tax ID # 95-4310830
Sample bequest language:
I give to Celiac Disease Foundation, Federal I.D. No. 95-4310830, 20350 Ventura Blvd., #240 Woodland Hills, CA 91364 , (the sum of $______) (all or ___ % of the residue of my estate/trust), to be used for its general purposes.
We recommend that you consult an estate planning professional who can evaluate your individual circumstances and create or update a plan that is appropriate for you. Should you have any questions or need additional information, please contact Marilyn Geller at email@example.com or call 818-716-1513, ext.102.