Include the FSH Society in your Planned Giving and Estate Planning

How Planned Giving Works

If you have ever wished that you could do more to help in the fight against FSHD, We invite you to consider a planned gift to benefit the FSH Society.  There are many forms that a planned gift can take, from gifts of appreciated securities to trusts that can pay income to you or a loved one.  These and other opportunities are outlined in Charitable Giving Opportunities More.  We would like to draw special attention to three options:

• The Charitable IRA Rollover allows individuals age 70 ½ or older to transfer up to $100,000 from the IRA directly to qualified charities.  By transferring part or all of your required minimum distribution (RMD) to the FSH Society, you will have a lower taxable income. (Important:  Current legislation allows Rollover gifts for calendar year 2013 only.)

• A Bequest from Your Will or Living Trust costs nothing now, yet is a flexible and easy way to make a gift larger than you may ever have imagined possible.  You can designate a specific dollar amount, asset, or percentage of your estate.  Often, a codicil to your existing documents is all that is needed.

• Did you know that qualified retirement accounts are among the highest-taxed assets in your estate?  When they pass to a non-spouse, the total tax rate can be excessive.  For this reason alone, many donors choose to make a Beneficiary Designation.  In addition to retirement plan assets, you can designate the FSH Society to receive a percentage of a life insurance policy, savings account, or certificate of deposit – simply by updating a form.
  
  

To honor their lifetime commitments and to encourage others to step forward in making their own plans, we welcome donors who provide for the Society through their estate as members of the FSH Society Legacy Circle.  If you have already included the Society in your plans, please let us know by this confidential membership form More.  Doing so will allow us to thank and recognize you for your gift intention, and your example may inspire others.

Before making any changes to your plans, we urge you to consult your financial and legal advisors.  If you have questions about how your planning can support the work of the FSH Society in the future, please contact June Kinoshita (781) 301-6060 or send an e-mail to june.kinoshita@fshsociety.org.

Download these forms now to learn about making your planned gift:

Charitable Giving Opportunities More
FSH Society Planned Giving Membership Form More