Planned Gifts
Making a planned gift to the Lupus Foundation of America, Indiana Chapter is a special way to support our mission -- to find the causes of and cure for lupus and provide support and services to all people affected by lupus. 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 understand that your own financial needs and those of your family come first. We encourage you to explore the possibilities and opportunities for creative gift planning. Donating a charitable gift of stock or other appreciated securities is a great way to improve the lives of a loved one with lupus, and receive an end-of-the-year tax break.
If you have an interest in discussing any of the following giving options, please contact Brian Rothenberger, CEO, at 317.225.4400, 800.948.8806 or brian@lupusindiana.org.
You can support the LFA mission beyond your lifetime by including a bequest to the LFA in your will. A bequest to the Lupus Foundation of America, Indiana 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.
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 which pays a fixed amount each year, and a unitrust which pays a fixed percentage of the trust's assets as re-valued each year.
You receive an income tax deduction in the year you create the trust based on tables established by the U.S Treasury Department. 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.
Why Should I Make a Legacy Gift to the Lupus Foundation of America?
- To support LFA’s national research program, Bringing Down the Barriers, to advance the science and medicine of lupus to speed discovery and development of new treatments for people with lupus, and to help realize LFA's goal to raise significant dollars for research to find the causes of and the cure for this devastating disease.
- To underscore your care and compassion for individuals with lupus -- a loved one or a friend -- and demonstrate your intent to take action to bring an end to the suffering caused by the disease.
- To provide vital annual support to expand LFA’s many educational, advocacy and public awareness programs and services to people with lupus in the United States.
- To make a difference in the lives of those who suffer with lupus. Your legacy gift, whatever amount, will help LFA to realize its mission.
You can trust that your legacy gift will help LFA meet the ever increasing needs of those we serve now and in the future. You will have the satisfaction of truly making a difference in the lives of others.
Naming the Lupus Foundation of America, Indiana 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.
A life insurance policy that has a substantial cash surrender value can be donated to the Lupus Foundation of America, Indiana Chapter. 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, Indiana 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 also can use life insurance to replace for your heirs the assets that you have donated to the Lupus Foundation of America, Indiana Chapter through a will or trust. A life insurance trust, when used in conjunction with a charitable remainder trust, may help achieve many favorable financial objectives.