By including GBS│CIDP Foundation International in your legacy planning, you can make a difference without making an impact on your current lifestyle or your family’s financial security. The ways to give below cost nothing during your lifetime.
Beneficiary Gifts through Your Will, Trust or Retirement Account
There are many ways you can support our programs and community while also ensuring you meet your retirement goals and provide for your family. Beneficiary Gifts cost you nothing during our lifetime and allow you to make a larger gift than you ever thought possible.
Some examples include:
- Include a bequest gift for GBS|CIDP Foundation International in your will or living trust
- Name GBS|CIDP Foundation International as a beneficiary of your qualified retirement plan (IRA, 403(b), 401 (k), etc.)
- Name GBS|CIDP Foundation International as a beneficiary of your life insurance policy
- Name GBS|CIDP Foundation International as a beneficiary of your donor-advised fund
How it Works
Name GBS│CIDP Foundation International in your will, living trust or as a beneficiary of your retirement plan, life insurance policy or donor-advised fund. During this time, you can designate your gift for a particular purpose that is important to you or allow us to use the gift where the need is greatest at the time it matures. Your estate planner will help you in indicating a percentage, set amount, or the remaining balance to benefit our mission. During this time, we ask if you contact the Foundation to share a copy of your plans to ensure that your dedication and belief in our mission is accurately recorded.
Gift of Stocks
A wonderful way to contribute to the GBS/CIDP Foundation International is to give highly appreciated stock, or low cost basis stock. If you are hesitant about selling them because of the resulting tax consequence, you can gift that stock to the Foundation in kind without any tax liability. The stock will be sold under the tax beneficial status of the 501(c)(3) in the Foundation’s name.
For Appreciated Stock Contributions please instruct your financial institution to transfer the appropriate number of shares of the stock of your choice via:
DTC #0226
Fidelity Investments
Fbo: GBS/CIDP Foundation International
A/C #675-719692
Stillwater Capital Advisors, LLC will provide a letter acknowledging the gift for tax purposes. For questions, call Doug Swope of Stillwater Capital Advisors, LLC, (610) 848-6745 or Toll Free (877) 790-9904
Please also inform the Foundation that you are making such a contribution by supplying us with your name, address and telephone number.
Charitable Gift Annuity
A Charitable Gift Annuity begins when a donation is made to the Foundation that is set aside in a reserve account and eventually invested. Each year the donor will receive a fixed monthly, or quarterly payout from this investment account for the remainder of the donors life. In the event of the donor’s passing the Foundation will receive the remainder of the gift.
For more information on how to create your legacy with the GBS|CIDP Foundation please contact
Madeline Miller at Madeline.Miller@gbs-cidp.org or (610) 667-0131.