Everyone should have an estate plan that specifies how your assets, no matter what their value, will be managed at death or in the event of incapacity during life. An estate plan is designed to ensure that your assets will be managed or distributed as you wish, as well as to ease the practical and administrative burdens on family members, beneficiaries, and others.
Planned gifts provide creative and flexible strategies for you to pursue your charitable and financial goals. Among the financial benefits you may receive are lifetime income for yourself or your family, and substantial tax savings. However, the greatest benefit of a planned gift to MSAA lies in knowing that you are supporting work that is important to you and the MS community for generations to come. When you make a planned gift, you gain the personal satisfaction of helping others while advancing your financial goals.
All gifts, large or small, work together to support what we do. If MSAA is an organization that is close to your heart, then consider including them in your estate plan. It will allow MSAA to continue the important work of serving, assisting and improving the lives of the MS community.
Planned Gift Options
Simple Gifts Anyone Can Make:
These gifts allow you to maintain your current lifestyle and will be exempt from future federal estate taxes.
Wills/Bequests or Trusts
This is a simple designation in your will or trust and will not affect your cash flow during your lifetime. It’s easy to revoke if your situation changes. It can be a specific dollar amount, a particular asset or a percentage of the estate after all other debts, taxes, expenses and bequests have been made.
When you are drawing up your will or trust, here is some sample language you can use:
“I, [name], of [city, state, zip], give, devise and bequeath to the Multiple Sclerosis Association of America, Federal Tax ID number 22-1912812, [written amount or percentage of the estate or description of property] for its unrestricted use and purpose.”
Beneficiary designations – Insurance policies, Retirement plans, IRAs
MSAA can be named as the beneficiary or owner on a bank account, brokerage account, health savings plan, or life insurance policy. Additionally, MSAA can be named as a percentage or full beneficiary of traditional IRA’s or other retirement plans. Ask your provider for a beneficiary designation form and write in Multiple Sclerosis Association of America, Federal Tax ID number 22-1912812.
Gifts of Assets:
You receive immediate income tax benefits, avoid capital gains taxes on items that have increased in value, and transfer the expense of insuring or maintaining assets you no longer need.
Stock or Other Securities
Make a gift now or in the future of stock or securities that have increased in value. You may claim a federal income tax charitable deduction for the full, appreciated value of the securities (not the lesser amount originally paid) and, in addition, you will pay no capital gains tax on the transaction. This means the after tax costs is less than a gift of cash.
Information your broker will need:
Our account is with Fiduciary Trust:
Internal Account Name: PA Trust Co. FBO SPTC
For Further Credit: Client Account # 00043-52
Federal Tax ID number: 22-1912812
For questions, please have your broker contact:
(800) 532-7667, ext 172
Gifts of real estate may be subject to pre-acceptance. Certain restrictions may apply.
Donate personal property or items of value – artwork, collectibles, etc. Certain restrictions may apply.
Thank you for your support!
Announcing your future intention to recognize MSAA as a part of your legacy helps the organization plan to improve lives in the years to come.
Want to give in another way?
Call us directly to help plan for your future gift: (800) 532-7667 ext. 172
MSAA Legacy Society was established to recognize and honor those individuals whose estate plans or wills include gifts designated for the Multiple Sclerosis Association of America.
If you feel strongly about our mission and the work we do to Improve Lives Today for those living with MS and would like to join with other supporters who share your passion and expectations for our future, we hope you’ll consider joining the MSAA Legacy Society.
Let us know when you’ve completed your plan. We want to make sure your future gift will be used exactly as you intend and we’d like the opportunity to thank you.
What You Can Do Today
Contact MSAA at (800) 532-7667 ext. 172 or email DonorRelations@mymsaa.org about joining the Legacy Society or to let us know that you have already made a gift to MSAA in your estate plans. (We will respect your wishes to remain anonymous if you so choose.)