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Major & Planned Gifts

Your Guide to the Ways to Give

There are a number of ways you can give to NBIA Disorders Association and each can provide different tax advantages. We hope you will consider the following gift options:

OUTRIGHT GIFTS AND MULTI-YEAR PLEDGES                            
PLANNED GIFTS
GIFTS THAT PAY YOU INCOME
TRIBUTES AND MEMORIAL GIFTS

 

Employer Matching Gifts and Credit Rewards

NBIA Disorders Association is a registered 501(c) (3) whose sole purpose is to find a cure for NBIA, provide support to families, educate the public and accelerate research with collaborators from around the world.

As a registered nonprofit, the foundation is eligible for most employer matching gift and credit card rewards programs. Please consider these giving options by checking with your employer and credit card company to see if your gift can be matched or made with rewards points. 

Give now to NBIA Disorders Association or contact us at 619-396-0380 to discuss any gift opportunities or for other questions.

Disclaimer: The information presented here is not offered as legal or tax advice. Please consult a professional tax adviser.

 


 

GIFTS FROM YOUR WILL OR TRUST

Gifts that you will or trust

HOW IT WORKS:

  • Include a bequest to NBIA Disorders Association in your will or trust.
  • Make your bequest unrestricted or direct it to a specific purpose.
  • Indicate a specific amount, or a percentage of the balance remaining in your estate or trust.

BENEFITS:

  • Your assets remain in your control during your lifetime.
  • You can modify your gift to address changing circumstances.
  • You can direct your gift to a particular purpose (be sure to check with us to make sure your gift can be used as intended).
  • Under current tax law, there is no upper limit on the estate tax deduction for your charitable bequests.

Disclaimer: The information presented here is not offered as legal or tax advice. Please consult a professional tax adviser.

 


 

GIFTS OF LIFE INSURANCE

Gifts of life insurance

HOW IT WORKS:

  • You transfer ownership of a paid-up life insurance policy to NBIA Disorders Association.
  • The Association elects to cash in the policy now or hold it.

BENEFITS:

  • Make a gift using an asset that you and your family no longer need.
  • Receive an income tax deduction.
  • In some cases, you can use the cash value in your policy to fund a life-income gift.

Disclaimer: The information presented here is not offered as legal or tax advice. Please consult a professional tax adviser. 

 


 

GIFTS OF STOCK AND APPRECIATED SECURITIES

Gifts of Stock and appreciated securities

HOW IT WORKS:

  • You transfer appreciated stocks, bonds, or mutual fund shares you have owned for more than one year to NBIA Disorders Association. 
  • The Association sells your securities and uses the proceeds for its programs.

BENEFITS:

  • You receive an immediate income tax deduction for the fair market value of the securities on the date of transfer, no matter what you originally paid for them.
  • Your capital gains tax can be abated. 
  • Giving appreciated stock could be more beneficial than giving cash.

 Disclaimer: The information presented here is not offered as legal or tax advice. Please consult a professional tax adviser. 

 


 

GIFTS OF PERSONAL PROPERTY

Gifts of personal property

HOW IT WORKS:

  • You transfer a valuable painting, antiques, or other personal property to NBIA Disorders Association
  • The Association may hold and display the property or use it in the furtherance of its mission.
  • The Association may sell the property at some point in the future and use the proceeds for its mission.

BENEFITS:

  • You receive an immediate tax deduction for the appraised value of your gift and pay no capital gains tax, so long as the gift can be used by the Association to carry out its mission.
  • In certain cases, you can use personal property to fund a life-income gift that provides you and/or other loved ones with an income now and benefits the Association in the future.
  • Without using cash, you can make a gift that is immediately beneficial to NBIA Disorders Association.

 Disclaimer: The information presented here is not offered as legal or tax advice. Please consult a professional tax adviser. 

 


 

GIFTS OF REAL ESTATE

Gifts of real estate

HOW IT WORKS:

  • You deed your home; your vacation home, undeveloped property, or a commercial building to NBIA Disorders Association.
  • The Association may use the property for its own purposes or will sell it and use the proceeds.

BENEFITS:

  • You receive an income tax deduction for the fair market value of the real estate. 
  • You pay no capital gains tax on the transfer.
  • You can direct the proceeds from your gift to a specific program at the Foundation.

 Disclaimer: The information presented here is not offered as legal or tax advice. Please consult a professional tax adviser. 

 


 

CHARITABLE GIFT ANNUITY - A GIFT THAT PAYS YOU INCOME

gifts charitable annuity

HOW IT WORKS:

  • You transfer cash or securities to a Community Foundation in your area with a signed annuity contract and name NBIA Disorders Association as (or one of ) the beneficiary(s). 
  • The Foundation pays you, yourself and a spouse, or any two beneficiaries you name, a fixed income for life.
  • Beneficiaries are recommended to be at least 55 years of age at the time of the gift.
  • The remaining balance will be applied by the NBIA Disorders Association to the purpose you stipulated, when you signed the annuity contract.

BENEFITS:

  • Receive dependable, fixed income for life in return for your gift.
  • In many cases, receive payments at a rate higher than the interest you are currently receiving from stocks. CDs, or savings accounts.
  • Receive an immediate income tax deduction for a portion of your gift.
  • A portion of your annuity payment will be tax-free.

 Disclaimer: The information presented here is not offered as legal or tax advice. Please consult a professional tax adviser. 

 


 

CHARITABLE TRUSTS - THIS GIFT WILL PAY YOU INCOME

gifts charitable trust

HOW IT WORKS:

  • You transfer cash, securities, or other appreciated property into a trust (contact your professional advisor). Suggested minimum for this type of gift is $100,000. 
  • The trust makes fixed annual payments to you or to beneficiaries you name.
  • When the trust terminates, the remainder passes to NBIA Disorders Association to be used as you have directed.

BENEFITS:

  • Receive income for life or a term of years in return for your gift.
  • Receive an immediate income tax deduction for a portion of your contribution.
  • Pay no upfront capital gains tax on appreciated assets you donate.
  • Your trust can meet personal or family needs that are tied to a specific time frame, such as tuition payments. 

 Disclaimer: The information presented here is not offered as legal or tax advice. Please consult a professional tax adviser. 

 

 

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