Simply put, planned giving enables you to make a meaningful gift to CCA that reflects your beliefs and values while leaving a unique legacy during your lifetime and beyond.
There are different types of ways to make a planned gift.
Stocks and Securities, A great benefit of donating appreciated securities is that you receive charitable donation credit for tax purposes for the full face value of the stock. This is especially valuable if the stock has appreciated significantly since you purchased it. Donating appreciated securities also allows you to avoid capital gains tax. These benefits help you stretch your gift even further.
If you have stock certificates you would like to donate, please send the unendorsed certificate and a signed stock power, available from your financial services provider, in separate envelopes to the following address: Children’s Craniofacial Association, Attn: Christine Andler, 15851 N. Dallas Pkwy., Ste. 245, Dallas, TX 75001.
We also are able to accept electronic transfers into our Merrill Lynch account. Please contact us for account transfer instructions.
Qualified Charitable Deductions (QCDs), commonly called “IRA charitable rollover gifts.” If you’re 70.5 or older, consider creating a tax-wise gift from your IRA to support CCA. It makes an immediate impact on our families, and can come with great financial benefits.
You can give any amount (up to a maximum of $100,000) per year from your IRA directly to a qualified charity such as CCA without having to pay income taxes on the money. Gifts of any value $100,000 or less are eligible for this benefit. QCDs can be counted toward satisfying your required minimum distributions (RMDs) for the year, as long as certain rules are met.
In Your Will or Trust
The following language may help you, your attorney, or your financial advisor as you consider a gift that will meet your financial, family, philanthropic and personal goals. If you do elect to include CCA in your planned giving, we ask you to submit this form to our Development Director, Christine Andler, so we might personally thank you and be sure we clearly understand your goals, so we might honor this incredible gift.
To designate CCA as a beneficiary of a qualified retirement plan or other financial account, please use the following information:
Legal name: Children’s Craniofacial Association
Address: 15851 N. Dallas Pkwy., Ste. 245, Dallas, TX 75001
Federal Tax ID Number: 75-2265649
If you are considering making an outright gift to CCA, we recommend the following language:
Gift of a Specific Dollar Amount
I hereby give, devise and bequeath AMOUNT and No/100 dollars ($DOLLARS) to Children’s Craniofacial Association a nonprofit organization located at 15851 N. Dallas Pkwy., Ste. 245, Dallas, TX 75001, Federal Tax ID #75-2265649, for Children’s Craniofacial Association’s general use and purpose.
Gift of Specific Personal Property
I hereby give, devise and bequeath DESCRIPTION OF PROPERTY to Children’s Craniofacial Association a nonprofit organization located at 15851 N. Dallas Pkwy., Ste. 245, Dallas, TX 75001, Federal Tax ID #75-2265649, for Children’s Craniofacial Association’s general use and purpose.
Residual Gift
I hereby give, devise and bequeath to Children’s Craniofacial Association a nonprofit organization located at 15851 N. Dallas Pkwy., Ste. 245, Dallas, TX 75001, Federal Tax ID #75-2265649, for, ALL OR A PERCENTAGE of the rest, residue and remainder of my estate to be used for Children’s Craniofacial Association’s general use and purpose.
Contingent Gift
If (primary beneficiary) does not survive me, then I hereby give, devise and bequeath to Children’s Craniofacial Association a nonprofit organization located at 15851 N. Dallas Pkwy., Ste. 245, Dallas, TX 75001, Federal Tax ID #75-2265649, DESCRIPTION OF PROPERTY or ALL OR A PERCENTAGE of the rest, residue and remainder of my estate to be used to be used for Children’s Craniofacial Association’s general use and purpose.
Other Ways: You can also name CCA as a beneficiary in your life insurance policy, a charitable gift annuity, a donor advised fund, and more. Please let us know if you have an idea in mind.
