When you make a bequest to Breastcancer.org, you ensure that the next generation will receive access to expert information, vital resources, and a comforting community to help them through a breast cancer diagnosis, treatment, and beyond.
Naming Breastcancer.org in your will as a beneficiary can be one of the simplest and tax-wise ways to make a gift. Bequests can be set up for a specific amount or as a percentage of the remainder of your estate and can be made in the form of cash, stocks, or real estate.
"I give to Breastcancer.org, a non-profit 501(c)(3) corporation, located in Ardmore, Pennsylvania, organized and existing under the laws of the Commonwealth of Pennsylvania, the sum of $_______ [or ______% of the rest, residue and remainder of my estate] to be used for its general purpose."
A charitable bequest can also be designated for a specific purpose. It is best to have both the designation and the language approved by Breastcancer.org to avoid any potential difficulties in the execution of the will, and to ensure that Breastcancer.org meets your gift intention.
Make an immediate impact
Make a qualified charitable distribution from your retirement plan or consider assets like appreciated stocks or real estate.
To transfer securities from your brokerage account to the Breastcancer.org account, you will need to contact your brokerage firm with the following information:
Please Transfer shares to Wells Fargo Advisors via DTC:
DTC # 0141
Further Credit to FCC account number 13300681
Notify Michael Gibson directly at our brokerage firm when you have completed this transaction:
Michael Gibson, CFP® Wells Fargo Advisors
One South Broad Street, 7th Floor Philadelphia, PA 19107
Email: firstname.lastname@example.org | Tel: 267-321-7219
Turn your mandatory distribution into a gift for Breastcancer.org!
A qualified charitable distribution (QCD) allows individuals who are 70½ years old or older to donate up to $100,000 total to one or more charities directly from a taxable IRA instead of taking their required minimum distributions. For married couples, each spouse can make QCDs up to the $100,000 limit for a potential total of $200,000.
A distribution must be made directly from the trustee/administrator of your IRA directly to Breastcancer.org, satisfying the required minimum distribution rule (you cannot receive the distribution prior to gifting to charity without incurring tax liability). No charitable deduction is allowed, but the distribution is excluded from your income for federal tax purposes.
If you are interested, contact your IRA administrator and ask them to make a charitable distribution to Breastcancer.org. Include Breastcancer.org's Federal Tax Identification Number: 23-3082851.
For a QCD to count toward your minimum annual IRA distribution, it must be made by the same deadline as a normal distribution, which is usually December 31 of the tax year in question.
For more information about planned giving or if you have already included us in your estate plan but have yet to notify us, please contact us.Contact us
— Last updated on February 14, 2022, 11:51 PM