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Make a Transformational Gift in Three Easy Steps

Not everyone wants to commit to making a gift in their wills or estates. Some prefer the increased flexibility that a beneficiary designation provides by using:


  • IRAs and retirement plans
  • Life insurance policies
  • Commercial annuities


It only takes three simple steps to make this type of gift. Here's how to name the Transplants for Children as a beneficiary:


  1. Contact your retirement plan administrator, insurance company, bank or financial institution for a change-of-beneficiary form.
  2. Decide what percentage (1 to 100) you would like us to receive and name us, along with the percentage you chose, on the beneficiary form.
  3. Return the completed form to your plan administrator, insurance company, bank or financial institution.

Wills and Trusts

You want to leave money to Transplants for Children in your will. You also want the flexibility to change your will in the event that life circumstances change. You can do both.


In as little as one sentence you can complete your gift. This type of donation to Transplants for Children in your will or living trust helps ensure that we continue our mission for years to come.

IRA Charitable Rollover

 If you are 70½ years old or older, you can take advantage of a simple way to benefit Transplants for Children and receive tax benefits in return. You can give up to $100,000 from your traditional IRA directly to a qualified charity such as ours without having to pay income taxes on the money.


This law no longer has an expiration date so you are free to make annual gifts to our organization this year and well into the future.

Donor Advised Funds

 A donor advised fund, which is like a charitable savings account, gives you the flexibility to recommend how much and how often money is granted to Transplants for Children and other charities.


You transfer cash or other assets to a tax-exempt sponsoring organization such as a public foundation. You can then recommend-but not direct-how much and how often money is granted. In addition, you avoid the cost and complexities of managing a private foundation.


In return, you qualify for a federal income tax charitable deduction at the time you contribute to the account. This also allows for a centralized giving and record-keeping system in one location.


Transplants for Children does not offer a donor advised fund program, but does accept gifts from such funds for a variety of purposes.

NEXT STEPS

  • Contact the Office of Planned Giving at 210.949.1212 or by plannedgiivng@transplantsforchildren.org for additional information on bequests or to chat more about the different options for including TFC in your will or estate plan.


  • Seek the advice of your financial or legal advisor.


  • If you include TFC in your plans, please use our legal name and federal tax ID.


Legal Name: Transplant Association of Texas.  Address: 11107 Wurzbach Rd Suite 202, San Antonio, Texas 78230  Federal Tax ID Number:  74-2514759 


Questions

Estate & Planned giving can be somewhat complicated and is always very personal to both the donor and the organization. 


If you have questions feel free to reach out and a TFC planned giving officer will help walk you through the many ways you can support our mission. 

Information For Financial Advisors

 Note to the attorney: The language shown below represents recommended bequest provisions. It may be rewritten or adapted by the attorney for the donor to satisfy an individual situation.


Legal Name: 

 Transplant Association of Texas.  Address: 11107 Wurzbach Rd Suite 202, San Antonio, Texas 78230  Federal Tax ID Number:  74-2514759 


Recommended Language: Unrestricted Bequest 

I give to the Transplant Association of Texas dba Transplants for Children, a corporation, located at 11107 Wurzbach Rd, San Antonio, Texas 78230, the sum of [specific $ amount or property/percent of estate/percent of residuum].


Recommended Language: Restricted Bequest 

I give to the Transplant Association of Texas dba Transplants for Children,  ______________ GIFT FUND, located at 11107 Wurzbach Rd, San Antonio, Texas 78230, [specific amount or property/percent of estate/percent of residuum].


( When a bequest is designated for a restricted purpose, it is wise to insert the following to accommodate future changing conditions):


If at the time this bequest is received by the  Transplant Association of Texas dba Transplants for Children,, or any time thereafter, the Directors of said organization determine that all or part of the funds can no longer be utilized to best advantage for the purpose designated herein, then all or any part of said funds may be used for such other purpose which, in the sole discretion of said Directors, shall most clearly carry out my intention.


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