Planned Giving

Create Your Legacy With a Will

A gift in a will or trust is among the most popular ways friends like you can provide long-term support for our mission. The SRF has partnered with LifeLegacy to provide the tools you need to write a will, at no cost to you, regardless of whether you choose to leave a gift to the SRF.

Sample Charitable Bequest Language for an attorney*:

If you have more complex needs, the following sample language can help you and your attorney in drafting a bequest with the appropriate wording to reflect your own goals and intentions:

• Bequest of a specific amount: “I give to the Scleroderma Research Foundation, Inc. a California not-for-profit corporation recognized as exempt from tax under Section 501(C)(3) of the Internal Revenue Code, with its principal office located at 220 Montgomery Street, Suite 484, San Francisco CA 94104, the sum of $ (amount) to be used for its general purposes.”
• Bequest of a percentage of your estate: “I give to the Scleroderma Research Foundation, Inc. a California not-for-profit corporation recognized as exempt from tax under Section 501(C)(3) of the Internal Revenue Code, with its principal office located at 220 Montgomery Street, Suite 484, San Francisco CA 94104, (percentage)% of the total value of my estate to be used for its general purposes.”
• Bequest that takes care of others first and donates all or a percentage of the remainder: “I give to the Scleroderma Research Foundation, Inc. a California not-for-profit corporation recognized as exempt from tax under Section 501(C)(3) of the Internal Revenue Code, with its principal office located at 220 Montgomery Street, Suite 484, San Francisco CA 94104, all or (percentage) % of my residuary estate to be used for its general purposes.”

The Scleroderma Research Foundation Tax ID is #68-0087234

*This information is not intended as legal or tax advice. Always consult your legal, tax, or other professional advisor(s) before implementing a planned gift to charity.

Questions About Making a Planned Gift?
Contact the SRF at donations@srfcure.org or 800.441.CURE (2873).

Already Included us in your Estate Plans?
Let us know!

Beneficiary Designation

Assets you pass on outside of your will are called non-probate assets, and typically include IRAs, 401(k)s, pensions, donor-advised funds (DAFs), bank and brokerage accounts, and life insurance policies.

If you are interested in designating the Scleroderma Research Foundation as a beneficiary of an asset, you can do so with a change-of-beneficiary form from your policy administrator, or through LifeLegacy’s Last Will & Testament tool, under “non-probate assets.”

IRA Distribution

You may be able to transfer funds from your IRA directly to the Scleroderma Research Foundation and reduce your taxable income.

Your required minimum distribution (RMD) is the minimum amount you must withdraw from your account each year. You generally must start taking withdrawals from your traditional IRA, SEP IRA, SIMPLE IRA, and retirement plan accounts when you reach age 73. Visit the IRS page for more information.

A Qualified Charitable Distribution (QCD) is a tax efficient way for individuals who are 70½ years old or older to donate to charitable organizations. Please contact your IRA administrator to learn about any restrictions and to distribute funds or you can easily make one through our partnership with LifeLegacy.