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Wills and Bequests

Making a planned gift to the Lupus Foundation of America, Heartland Chapter is a special way to support our mission. A planned gift allows you to donate assets, yet defer the time we actually receive them. The best gift plans improve your financial and tax situation, often right away. We encourage you to explore the possibilities and opportunities for creative gift planning.

You can support the Lupus Foundation of America’s mission beyond your lifetime by including the Lupus Foundation of America, Heartland Chapter as a beneficiary:

  • in your will or living trust
  • in your retirement plan or bank account
  • in your life insurance policy

A bequest to the Lupus Foundation of America, Heartland Chapter is fully deductible for estate tax purposes. You may bequest cash, property or appreciated securities. You need an attorney to help you draw up a will that will meet legal requirements. Ask your attorney, accountant or tax advisor about ways to reduce or eliminate estate taxes.

If you plan to make a restricted gift for a specific purpose, please contact us at 314-644-2222 to make certain the organization can meet the conditions you specify.

Gifts of Stock
Gifts of marketable stocks or mutual fund shares that have appreciated (increased in value) can have an immediate impact on the Lupus Foundation of America, Heartland Chapter and also create an immediate income tax deduction for you based on the assets' current value. As there is no capital gains tax when you make the gift, you save on taxes twice. For more information, contact your financial planner or the Heartland Chapter office at 314-644-2222.