What Is Planned Giving?
Planned giving, also known as legacy planning or giving, is a form of charitable donation of one’s estate or assets that an individual makes to a nonprofit organization by way of will or other designation. These gifts are typically made by an individual to a cause that is important to them with the assistance of a financial planner. Learn more below about the smart ways to make a difference and leave a legacy.
Build a Legacy with Us
Legacy planning does not require great wealth. What it does require is generosity of spirit – the desire to share what you have for the benefit of others. The Epilepsy Foundation is committed to ensuring that your planned gift makes a real and enduring impact. Every donation touches the life of an individual living with epilepsy.
With the help of generous supporters, the Epilepsy Foundation provides essential programs and services to the 3.4 million Americans who live with epilepsy, as well as their families. By extending support through a planned gift, you make a solemn promise to help us lead the fight to overcome the challenges of living with epilepsy and to accelerate therapies to stop seizures, find cures, and save lives.
Sample, Non-Binding Bequest Language
I give to the Epilepsy Foundation of America, located in Bowie, MD federal tax identification number 52-0856660, ________% of my total estate (or $_____).
Donating stocks or other securities is a way to give without taking money directly out of your bank account. Just like a monetary gift, your stock donation will help support the Epilepsy Foundation’s mission to lead the fight to overcome the challenges of living with epilepsy and to accelerate therapies to stop seizures, find cures, and save lives. It is also a tax-efficient way to make an impact while saving you money.
How to Donate Your Stock
1.) Complete your stock transfer online.
We have invested in a simple, secure online stock donation tool to help you make your donation in a few minutes. This tool automatically fills out the necessary paperwork and allows you to e-sign and complete your gift or print and mail your forms.
Learn More:Donate Stocks Online
2.) Make your transfer manually.
If you’d like to donate stocks through your broker, they can make a transfer with your approval online. For a manual transfer, you can make a direct donation by using the account information listed below:
A/C Name: Epilepsy Foundation – Contingency Account
Epilepsy Foundation Tax ID #: 52-0856660
Qualified Charitable Distributions
If you are 70.5 or older and have a traditional IRA, you are uniquely eligible to save significantly on taxes by donating directly from your retirement account. You may direct up to $100,000 total tax-free per year from your IRA to the Epilepsy Foundation, avoiding income subject to taxation. An IRA gift is a compassionate way to fulfill your required minimum distribution (RMD). By donating your IRA to charity, your required withdrawal can immediately support the 3.4 million Americans who live with epilepsy, as well as their families and caregivers. You can make your IRA donation in just a few minutes through the secure tool. It will automatically complete your paperwork and provide instructions to finalize your gift.
Learn More:Donate IRA
Donor Advised Fund
Resources for Financial Advisors
As a nonprofit organization, we share your values and take the same care when it comes to helping our donors plan charitable gifts to the Epilepsy Foundation. Please use these tools as you help your clients with their charitable plans, and feel free to contact us for more information or assistance. We believe that charitable planning is a process that ideally involves the donor, professional advisors and our gift planning staff—all working together to arrange the best gift possible.
Legal Name: Epilepsy Foundation of America
Tax ID Number: 52-0856660
Want to Connect Further?
Contact us at 1-800-213-5821 or firstname.lastname@example.org
For all planned gifts, consult your legal and/or financial advisor as you consider your options.
Let us know if the Epilepsy Foundation is in your plans!
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