Your donation DOUBLED through April 30 thanks to anonymous donors who pledged to match your gift! DONATE NOW!
Your donation DOUBLED through April 30 thanks to anonymous donors who pledged to match your gift! DONATE NOW!
You can ensure no one has to experience Ataxia alone. What’s more, you can also enjoy tax benefits from these gifts now, or you can establish a future gift that will pass tax benefits along to your loved ones.
When you give stock or securities (stock, bonds, mutual funds), you may be eligible for a double tax benefit: 1) You receive an income tax deduction for the full, present, fair market value of the assets and 2) you may completely avoid capital gains tax on the appreciation of the assets. This is one of the easiest gifts to give and one of the most useful in accomplishing your philanthropic goals.
To make a gift of appreciated assets, please use the following stock transfer instructions:
Receiving Firm: Charles Schwab & Co. – DTC 0164, Code 40
Client Account Registration: National Ataxia Foundation, Inc.
NAF’s brokerage account: 5310-0731
National Ataxia Foundation’s address: 600 Hwy. 169 So., Ste 1725 Minneapolis, MN 55426
A gift of your retirement assets, such as an employee retirement plan, IRA, or tax-sheltered annuity, is an excellent way to make a gift. A gift of these assets can shield you or your heirs from taxes while funding the National Ataxia Foundation.
Transfer ownership now:
To make an impact on our mission today, irrevocably designate the National Ataxia Foundation as owner and beneficiary of an existing life insurance policy. If your policy is paid up, you will receive an immediate income tax deduction based on the policy value.
If your policy is not yet paid up, you will make contributions of cash to NAF to cover future premium payments. For any continuing premium payments you make, you will receive a charitable deduction in the year of the payment.
Name us as a beneficiary:
You can name NAF as a beneficiary of all or a portion of your life insurance policy. With this gift arrangement, NAF will receive the proceeds of your policy when you pass away. You can change your beneficiary at any time.
This gift is easy to arrange — simply request a beneficiary designation form from your plan administrator.
A gift of artwork, coins, antiques, or other personal property can be an excellent way to support the National Ataxia Foundation. The tax benefits of the gift depend on whether NAF can use the property in a way that is related to its mission. Contact us to learn more about this type of gift — we would be happy to help you find the option that best fits your philanthropic goals.
A Qualified Charitable Distribution allows you to transfer funds directly from your Individual Retirement Account (IRA) to NAF. Here’s how it can benefit both you and our cause:
You can download a sample letter for your IRA administrator here to start the distribution process. You may also be able to request a qualified charitable distribution through your online account portal.
Please note: If you are still working and contributing to a retirement account, this gift could impact your taxable income. Please consult a qualified advisor before making a gift.
Our experienced team is here to help you…
Jon Wegman
Development Manager
jon@ataxia.org
763-231-2747
During your lifetime, you can recommend a grant from your donor-advised fund to support Ataxia families through the National Ataxia Foundation. You may choose to make a one-time gift, or to create a recurring monthly or quarterly gift for even more impact.
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Legal name: National Ataxia Foundation
Address: 600 Highway 169 South, Suite 1725, Minneapolis, MN 55426
Federal Tax ID number: 41-0832903
* Please note our mailing address is: 7701 Golden Valley Road, PO Box 27986, Golden Valley, MN 55427
The following language may help you and your attorney when drawing up a bequest that meets your needs.
“I give to the National Ataxia Foundation, a nonprofit corporation currently located at 7701 Golden Valley Rd, PO Box 27986, Golden Valley, MN 55427, or its successor thereto, ______________* [written amount or percentage of the estate or description of property] for its unrestricted use and purpose.”
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*If you are interested in supporting a specific project or program, it is best to discuss your plans with our planned giving professionals before completing your bequest language to confirm your wishes can be met by NAF.
Please note: The policies of the National Ataxia Foundation do not allow NAF or its representatives to serve as personal representative, executor, trustee or witness for a will or trust.
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Legal name: National Ataxia Foundation
Address: 600 Highway 169 South, Suite 1725, Minneapolis, MN 55426
Federal Tax ID number: 41-0832903
* Please note our mailing address is: 7701 Golden Valley Road, PO Box 27986, Golden Valley, MN 55427
To designate NAF as a beneficiary of a qualified retirement plan or other financial account, please use the following information:
Legal name: National Ataxia Foundation
Address: 600 Highway 169 South, Suite 1725, Minneapolis, MN 55426
Federal Tax ID number: 41-0832903
* Please note our mailing address is: 7701 Golden Valley Road, PO Box 27986, Golden Valley, MN 55427
When it’s time to update your will, you don’t have to start from scratch. You can use a codicil, an addition or supplement that explains or modifies your existing will.
“I give, devise, and bequeath $ ___________ to the National Ataxia Foundation, 600 Highway 169 South, Suite 1725, Minneapolis, MN 55426, for its charitable uses and purposes.
In all other respects I ratify and confirm all of the provision of my said last Will and Testament dated on the _________ day of ______________, 20__.
IN WITNESS WHEREOF, I sign, publish and declare this instrument to be a Codicil to my last Will and Testament in the presence of the persons witnessing said Codicil at my request this _____ day of ___________, 20__.
_________________________ residing at __________________________
(name)
Witnesses
_________________________ residing at __________________________
(name)
_________________________ residing at __________________________
(name)”
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Please note: The codicil, to be valid, must be signed in the presence of witnesses, and the original placed with your other valuable papers. A copy can go to your lawyer and a copy to NAF.
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Legal name: National Ataxia Foundation
Address: 600 Highway 169 South, Suite 1725, Minneapolis, MN 55426
Federal Tax ID number: 41-0832903
* Please note our mailing address is: 7701 Golden Valley Road, PO Box 27986, Golden Valley, MN 55427
In your work as an advisor, you value professionalism, integrity and honesty, taking the utmost care when serving your clients.
As a nonprofit organization, we share your values and take the same care when it comes to helping our donors plan charitable gifts.
We believe that charitable planning is a process that ideally involves the donor, professional advisors, and our gift planning staff — all working together to arrange the best gift possible. Our development team is well-trained and skilled in the application of all vehicles of strategic philanthropy.
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Legal name: National Ataxia Foundation
Address: 600 Highway 169 South, Suite 1725, Minneapolis, MN 55426
Federal Tax ID number: 41-0832903
* Please note our mailing address is: 7701 Golden Valley Road, PO Box 27986, Golden Valley, MN 55427
The content found on this site is general in nature and intended to be used for informational purposes only. It should not be relied upon as legal, tax, accounting or other professional advice. To determine how a gift or estate planning decision might affect your particular circumstances, it is expressly recommended that you consult an attorney, financial advisor or other qualified professional.
Our generous donors help us fund promising Ataxia research and offer support services to people with Ataxia. Your gift today will help us continue to deliver on our mission to improve the lives of persons affected by Ataxia.
Join for FREE today! Become a part of the community that is working together to find a cure. As a member you will receive access to the latest Ataxia news with our e-newsletter and Generations publication.
