Ways to Make Planned Gifts

The March of Dimes provides many gift opportunities for those who wish to express their caring and commitment by contributing to the progress now being made in promoting the health of babies.
We suggest that you consult your legal and financial advisors before making a significant gift to the March of Dimes. Our Planned Giving and Legal Staff will assist you in every way to achieve your purposes in arranging a gift or bequest to the March of Dimes. All gifts are tax deductible to the extent permitted by law.
How Can I Make a Planned Gift to the March of Dimes?
Bequest I could make a gift in my will of a specific dollar amount for the March of Dimes, payable from the assets in my estate.
I could also leave the March of Dimes a percentage of whatever is left over in my estate, after all the expenses of my death have been paid (taxes, debts, other bequests, etc.).
A bequest benefits me by allowing me to make a gift later rather than right now and it provides me with an estate tax charitable deduction. A bequest benefits the March of Dimes by providing for its future when I am no longer here to make current gifts to help its mission. See language for specific and residual bequests.
- Charitable Trusts
I set up a trust, a unique legal instrument, to provide diversification of my investments, possibly increased income for myself or family members, current income tax charitable deductions and to benefit the work of the March of Dimes.
- Gift Annuity
I make a gift to the March of Dimes and I receive a promise from the March of Dimes of fixed income from this gift for my lifetime (and/or a spouse’s lifetime), plus a current income tax charitable deduction and the satisfaction of helping to save babies.
- Life Insurance
I can transfer ownership of paid-up policies no longer needed by my family to the March of Dimes and receive a current income tax charitable deduction for the approximate cash value amount of the policies. I also can make the March of Dimes the owner and beneficiary of a policy requiring premiums from me and receive an income tax deduction for the premiums that I pay. Or I can make the March of Dimes my Contingent or Final beneficiary in case my primary beneficiaries pre-decease me.
- Pooled Income Fund
I place my gift into a fund made up of gifts from a number of people and I receive an income based on the fund’s performance plus a current income tax charitable deduction. At my death, my shares in the fund go to the March of Dimes to further its work.
- Retirement Plan
I name the March of Dimes as beneficiary for all or part of my retirement plan. This keeps the funds from being taxed twice at my death (income tax and estate tax). Then, the March of Dimes receives the gift and my estate gets a tax deduction.
- Stock Gifts
I transfer ownership of appreciated stock to the March of Dimes and receive a charitable income tax deduction. I may wish to reinvest the tax savings into the same stock, obtaining a higher cost basis for that stock. The March of Dimes is free to sell the stock and benefit from the entire sale proceeds. For more information on how to make a gift of stock email us or call toll free (800) 315-3698.
What is the Correct Legal Name of Your Organization? The legal name of ouf the organization is: March of Dimes Birth Defects Foundation.
For further information e-mail us or call us toll free at (800) 315-3698.
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