Planned giving integrates the donor's charitable gift with his or her overall financial, tax, and estate planning goals to maximize benefits to both you and Uniting Against Lung Cancer.
Planned gifts typically come from a donor's assets rather than income, and can be either outright or deferred. Some types of gifts include:
- Trusts, Charitable Lead Trusts, Charitable Remainder Trusts
- Charitable Gift Annuities
- Real Estate
- Life Insurance
- Mutual Funds
- Pooled Income Funds
- Donor Advised Funds
As there are many ways you can plan your estate and include Uniting Against Lung Cancer, we recommend that you consult your legal counsel, tax attorney, and/or financial planner about your estate planning wishes.
Although a simple handwritten document can be legally valid, we recommend consulting an attorney to draft the final version or to alter your current will to include Uniting Against Lung Cancer.
For cash or stocks:
I give (bequeath) to Uniting Against Lung Cancer, 27 Union Square West, Suite 304, New York, NY 10003, the sum of $_______ (or ______shares of stock in _______) for its general purposes.
To leave all or part of your estate to Uniting Against Lung Cancer:
I give (bequeath) to Uniting Against Lung Cancer, 27 Union Square West, Suite 304, New York, NY 10003, the rest of (or ____% of) my estate for its general purposes.
Gifts of Securities
If you hold appreciated securities, you can "gift" them to Uniting Against Lung Cancer. This form of giving often provides the donor with the tax deduction on the current value of securities without any capital gain implications. You may want to contact your financial adviser for guidance.