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 secure CDF’s future and legacy for generations to come.
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.
- You can create a legacy gift with a provision in your will or living trust that includes a specific dollar amount, asset, or a percentage of your residuary estate.
- Naming Celiac Disease Foundation a beneficiary of your Retirement Plan or IRA.
- Did you know that when retirement plans (pension funds, 401ks, 403bs, and IRAs) are left to an individual other than a spouse, they can be subject to income taxes and estate taxes? The two taxes combined could make up 80% of remaining benefits. If bequeathed to CDF, these funds would escape the income and estate taxes and reduce the size of your total taxable estate. To learn more, consult your individual plan administrator and ask for a beneficiary designation form.
- 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.
- Establish a Charitable Remainder trust.
- The Charitable Remainder trust provides lifetime income to you and/or loved ones and offers significant tax advantages. In contrast, the Charitable Lead Trust allows you to transfer assets to your family at a reduced tax cost while benefiting CDF now.
- 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.
- Make a meaningful gift to CDF and receive payments for life. A CGA is a gift plan that provides you with a cash flow for your lifetime. The remainder of the trust is a gift to CDF. In addition to lifetime income, you may qualify for attractive tax benefits.
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 firstname.lastname@example.org or call 818-716-1513, ext.102.