Planned Giving
Gifting as easy as 1, 2, 3!
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:
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.
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.
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.
What Next?
Contact the Office of Planned Giving at 210-949-1212 or plannedgiving@transplantsforchildren.org for additional information on bequests or to chat more about the different options for including Transplants for Children in your will or estate plan.
Seek the advice of your financial or legal advisor.
If you include Transplants for Children in your plans, please use our legal name and federal tax ID.
Legal Name: Transplant Association of Texas.
Address: 11107 Wurzbach Rd Suite 201, San Antonio, Texas 78230
Federal Tax ID Number: 74-2514759
Financial Advisor Information
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 201, 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.
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.
Contact Us
Transplants for Children
11107 Wurzbach Road
Suite #201
San Antonio, TX 78230
Transplants for Children is a 501 (c)(3) community-based nonprofit organization.
Copyright © 2023 | Transplants for Children