Making a planned bequest gift is one of the most meaningful ways to support the people and causes you love, and ensure future funding for research that will one day lead us to a world free from scleroderma. Donors who make an estate gift are invited to be recognized as members of the Sharon Monsky Legacy Society, which celebrates and recognizes donors today who have chosen to support scleroderma research with a gift beyond their lifetime.
Create a will – for free
Even if you plan to live to be 150, you still need a will. The SRF has partnered with FreeWill to give you an easy way to write your legally valid will today, at no cost to you. The service is offered at no cost, regardless of whether you choose to leave a gift to the SRF or not. And you can change or update your will at any time. Go to freewill.com/srfcure to get started.
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
If you have already included the Scleroderma Research Foundation in your estate plans, please notify us so we may celebrate and recognize your support today for a gift you will make in the future.
For questions or more information about planned giving, please contact Kate Ceredona, Director of Philanthropy, at kate@sclerodermaresearch.org or 800.441.CURE (2873).
*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.