The Lupus Foundation of America Greater Ohio Chapter, Inc., (LFA, GOC) could not provide the programs and services it does (including this web site) without your generosity. Your donation makes a difference to the 1.5 million people living with lupus, their families, friends and employers who through the LFA, GOC seek information, support and hope for a cure.
The LFA, GOC is a tax-exempt, charitable organization and is eligible to receive tax-deductible contributions under the IRS Code 501(c)(3). Our Federal ID # is 34-1229407.
Make checks payable to the Lupus Foundation of America Greater Ohio Chapter, Inc.
Mail contributions directly to our chapter office:
Lupus Foundation of America Greater Ohio Chapter, Inc.
12930 Chippewa Road - Cleveland Ohio - 44141
Your gift is 100% deductible from your taxable income if you itemize your deductions. You may deduct the full amount of the contribution up to 50% of your adjusted gross income in any one year. You may carry any excess forward for an additional five years.
Your gift will support the the LFA, GOC's programs of life-enhancing research, education, support and advocacy.
If you are a federal employee, you can donate to the LFA, GOC through the Combined Federal Campaign. The LFA, GOC is listed under the National Community Health Charities Federation. Designate your contribution to the Lupus Foundation of America Greater Ohio Chapter, Inc. CFC Agency #51890.
The LFA, GOC is a member of the Community Health Charities organization. If your employer participates in the Community Health Charities campaign, please check the number #9963 code to designate a gift to the Lupus Foundation of America Greater Ohio Chapter, Inc.
You can give to the Lupus Foundation of America Greater Ohio Chapter, Inc. through your local United Way Campaigns. Please check with your local campaign for more information about their donor choice programs.
Many employers match contributions made by their employees to qualifying charitable organizations. Contact your personnel or community relations department for a copy of their matching gift forms. Complete any forms that are given to you and include it with your gift. The LFA, GOC will fill in the required verification information and mail the form to the appropriate company contact.
If you have questions, please contact the us at 1 (888) 665-8787, or via email at Kathy@LupusGreaterOhio.org.
You may make a gift to the LFA, GOC in memory or honor of a loved one or friend. We will notify the honoree or the family of the remembered when we receive your donation. Unless otherwise instructed, we do not list the gift amount on the acknowledgment mailed to the family.
Please download this form, fill it out, and send the form and your check to:
Lupus Foundation of America Greater Ohio Chapter, Inc.
12930 Chippewa Road, Cleveland, Ohio 44141
If you have questions, please contact the LFA, GOC at 1 (888) 665-8787
Whether your bequest is large or small, you can support the LFA, GOC mission beyond your lifetime by including a gift in your will. To make a bequest of cash, securities, or other property to the LFA, GOC your will (or supplemental codicil, if you do not wish to write a new will), should state:
"I give and bequeath to the Lupus Foundation of America, Greater Ohio Chapter, Inc., a non-profit corporation with Federal ID # 34-1229407, having its principal office at 12930 Chippewa Road, Cleveland, Ohio 44141.
(Amount Option 1) . . . . . . the sum of $_______________ . . .
(Or Amount Option 2) . . . __________ percent of the rest, residue and remainder of my estate . . .
(Or Amount Option 3) . . . the following assets: (for example real estate, securities, personal property.) . . .
(Purpose Option A) . . . to be used for general purposes of the organization.
(Purpose Option 2) . . . to be used for the following purposes: (for example research, education, awareness, advocacy)."
A bequest to the LFA, GOC 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 purpose other than the options listed above, please contact the our office to make certain the organization can meet the conditions you specify.
Donating stock or other appreciated securities to the LFA, GOC has three important benefits for you:
- For most gifts, the charitable deduction is the fair market value of the securities at the time of transfer.
- You avoid capital gains taxes.
- You pay no brokerage fees or sales commissions.
It is easy to make a gift to the LFA, GOC, using appreciated securities.
- Notify your broker in writing that you wish to make a gift of securities to the Lupus Foundation of America, Greater Ohio Chapter, Inc.
- Instruct your broker to contact the Lupus Foundation of America, Greater Ohio Chapter's Executive Director at 1 (888) 665-8787 or Suzanne@lupusgreaterohio.org for instructions on how to complete the transfer. The LFA, GOC can provide a sample letter for this purpose.
- Once your broker has notified us that the securities have been transferred, the LFA GOC will mail a receipt to you.
- Retain this receipt for tax purposes.
Donors may claim an income tax deduction for the full market value of the securities up to a limit of 30% of adjusted gross income. You may carry any excess forward for an additional five years.
A life insurance policy that has a substantial cash surrender value can be donated to the LFA, GOC. You might have purchased the policy to provide income protection for a spouse now deceased, or to educate your children who are now adults. Naming the Lupus Foundation of America, Greater Ohio Chapter as the sole or partial beneficiary of your life insurance may allow you to make a substantial gift at little or no cost to you.
You can use life insurance to replace the assets for your heirs that you have donated to the LFA, GOC through a will or trust. A Life Insurance Trust, when used in conjunction with Charitable Remainder Trusts, may help achieve many favorable financial objectives. For more information, contact us at 1 (888) 665-8787.
Pooled Income Fund - Giving to the LFA, GOC through a contribution to our pooled income fund represents one of today's most popular gift arrangements. A pooled income fund is similar to a mutual fund. The fund combines gifts from many donors for investment purposes, and pays earnings to donors based on the number of units their gift represents, similar to a mutual fund.
You may donate cash or securities (but not tax exempt securities) to our pooled income fund. Your gift is irrevocable, but you will receive income for the rest of your life, or the life of a surviving beneficiary, if you so desire.
You receive additional tax benefits if you donate appreciated securities to the pooled income fund because no gain on the securities is taxable to you. Often the current yield from dividends of growth stocks is low. Donors can increase their income by donating their securities to the pooled income fund. Because the fund is tax exempt, the trustee can sell the securities without incurring capital gains tax, investing the full proceeds in higher yielding instruments.
Charitable Remainder Trusts - Donors can increase the return on their investment while maintaining control over their assets by establishing a Charitable Remainder Trust. There are two types of Charitable Remainder Trusts, an annuity trust and a unitrust.
- An annuity trust pays a fixed amount each year regardless of the fluctuation in the fair market value of the trust's assets.
- A unitrust pays a fixed percentage of the trust's assets as re-valued each year. You select the payout rate when you establish the trust. You also may serve as the trustee, or appoint another individual or institution to perform this function. However, your gift is irrevocable.
You receive an income tax deduction in the year you create the trust. The deduction is determined by the payout rate you select and the age of the income beneficiaries, as determined by official tables established by the U.S. Treasury Department. As with a Pooled Income Fund, the Charitable Reminder Trust pays no gain on the sale of the donated securities. However, a portion of the income from the trust may be taxed as capital gains.
Contact Information For All Venues of Giving:
Suzanne Tierney, President and CEO, Lupus Foundation of America, Greater Ohio Chapter, Inc.
12930 Chippewa Road
Cleveland, Ohio 44141
Office: 440-717-0183 or 1-888-665-8787
Monday-Friday, 9 AM-5 PM Eastern Standard Time