Deciding What to Give
You can make a difference today and tomorrow.
Make a difference today
There are many ways that you can give in your lifetime and enjoy the impact of your giving. Many of these ways can provide tax saving benefits as well as life-changing impact for the American Diabetes Association.
Gifts of Stock or Securities
Stocks, mutual funds, and other securities can be given directly to ADA. Contact the Planned Giving Team for instructions on making a simple securities transfer. Please contact a planned giving team member via email at Plannedgiving@Diabetes.org or via telephone at 888-700-7029 for instruction on making a gift of securities.
Donor-Advised Funds (DAF)
If you have a Donor-Advised Fund (DAF), consider recommending a grant from your fund to the ADA. You may be able to direct your grant to a particular area of interest: research, advocacy, or education and camp. You may also choose to designate the ADA as a beneficiary of a final grant so that funds remaining in your DAF after your lifetime can be distributed to honor your wishes.
Individual Retirement Accounts (IRA) Distributions
If you are 70½ years old or older, you can take advantage of a smart way to benefit the ADA and receive tax benefits in return. You can give up to $100,000 from your IRA directly to a qualified charity without having to pay income taxes on the money. This popular gift option is commonly called the IRA charitable rollover, but you may also see it referred to as a qualified charitable distribution, or QCD. Gifts from IRAs can be set up to be recurring distributions—so that each year you can receive the tax benefit and make an impact with your gift. Contact the Planned Giving Team for simple instructions and forms on making an IRA gift. Please contact a planned giving team member via email at Plannedgiving@Diabetes.org or via telephone at 888-700-7029 if you would like instructions and sample forms for making a qualified charitable distribution from your IRA.
A Gift That Pays (Life Income Agreements)
There's a way for you to support the ADA and feel confident that you have dependable income in your retirement years. You can do this with a charitable gift annuity. By establishing a life income gift, you can secure fixed annual payments for your lifetime while supporting the future work of the ADA. The payments are determined by your age at the time of your contribution and flexibility of your timing.
Make a difference tomorrow
No matter your age or income level, having an estate plan is important. It determines more than just who gets your belongings after your lifetime—it creates your legacy by protecting your loved ones and the organizations and places you hold dear.
Leave a Gift in your Will or Trust
A gift in your will or trust is a simple way to make a difference. You can either make a specific bequest of cash, securities, real property, or leave a fraction or percentage of your remaining assets.
One of the most popular ways to in include the American Diabetes Association in an estate plan is through a will or codicil.
Below are examples of sample language you can share with your attorney or estate planning professional.
“I hereby make, devise, and bequeath to the American Diabetes Association (Tax ID #131623888), whose National Office is presently located at 2451 Crystal Drive, Suite 900, Arlington, VA 22202, ______% of the residue of my estate to be used by the American Diabetes Association for its general purposes.”
“I hereby make, devise, and bequeath to the American Diabetes Association (Tax ID #131623888), whose National Office is presently located at 2451 Crystal Drive, Suite 900, Arlington, VA 22202, the sum of $____________ to be used by the American Diabetes Association for its general purposes.”
Do you already have a will?
If you already have a will, you can amend it with a simple codicil—an addendum that can change a specific part of the will without re-writing the entire document.
Retirement Account Beneficiary
Name ADA as a beneficiary of your retirement plan or Individual Retirement Account (IRA). Funds from these accounts may subject your heirs to federal income tax, so it may be wise to make charitable gifts from these sources.
In most states with a “Retirement or IRA designation of beneficiary form” you can name the ADA as the recipient of all or a portion or any assets remaining in your financial accounts.
When the original purpose for a life insurance policy no longer applies, such as educating children who are now grown or providing financial security for a spouse, your policy can become a powerful and simple way to support diabetes. This gift is as simple as updating your beneficiary designation form with the policy holder. You can designate the ADA as the beneficiary for a percentage or specific amount.
You can also name the ADA as owner and beneficiary of an existing policy and you may qualify for a federal income tax charitable deduction when you itemize on your taxes. If you continue to pay premiums on the policy, each payment is tax-deductible as a charitable gift when you itemize.
We are here to help
For information about diabetes care and education, contact our Center for Information 1-800-DIABETES (1-800-342-2383)
For more information on how you can help in the fight against diabetes through legacy planning, contact our Planned Giving Team at 1-888-700-7029 or firstname.lastname@example.org or send us a note to let us know the best way to support you.
The American Diabetes Association is a tax-exempt, charitable institution listed in the Federal Internal Service Publication #78, Cumulative List of Organizations, revised IRS Code 501(c)(3).
Legal Name: American Diabetes Association
Address: 2451 Crystal Drive, Suite 900, Arlington, VA 22202
IRS Tax Identification Number (EIN): 13-1623888
This information is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited and examples are for illustrative purposes only. References to tax laws include only federal taxes and are subject to change. State law may further impact your individual results. Always consult your professional advisor when making or revising your estate plan.