Donor-Advised Fund Gifts
Help support the brain tumor community my making a grant recommendation from your donor-advised fund (DAF).
A DAF is a charitable savings account that gives you the flexibility to recommend grants to the Southeastern Brain Tumor Foundation and other qualified charities with tax benefits.
You can also create a lasting legacy by naming the Southeastern Brain Tumor Foundation the beneficiary of the entire account or a percentage of the fund. You can create a family legacy of giving by naming your loved ones as your successor to continue recommending grants to charitable organizations like the SBTF.
Tax Information
As a 501(c)(3) organization, the SBTF is eligible to receive distributions from most donor advised funds.
The Southeastern Brain Tumor Foundation
PO Box 422471
Atlanta, GA 30342
SBTF's federal tax identification number (TIN) is 58-2166144
If you have questions, please email us at info@sbtf.org
Learn more on our Donor-Advised Fund information page.
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Tax-Savings calculator
The Foundation accepts gifts of stocks, mutual funds and other securities. This option may offer significant tax advantages, please consult your tax professional.
Use our easy tax-savings calculator to see how much donating appreciated stock may save you!
Planned Giving
The Foundation accepts gifts of stocks, mutual funds and other securities. This option may offer significant tax advantages, please consult your tax professional for guidance.
Benefits of gifts of stocks, mutual funds, and bonds
- Avoid paying capital gains tax on the sale of appreciated securities
- Receive a charitable income tax deduction
- Further our mission today
For instructions on how you can transfer stock or bonds from your brokerage or investment account to the Southeastern Brain Tumor Foundation, please download this information form.
More on gifts of stocks and bonds
There are special rules for valuing a gift of stock. The value of a charitable gift of stock is determined by taking the mean between the high and low stock price on the date of the gift. Mutual fund shares are valued using the closing price for the fund on the date of the gift.
Donate Stock platform
Another option to make a securities gift is to utilize "Donate Stock," an online platform designed to make stock donations easy! Visit our page to get started. https://donatestock.com/southeastern-brain-tumor-foundation-inc
Donor Advised Funds
If you have a Donor Advised Fund account (DAF) and wish to make a gift to the SBTF, visit our DAF information page.
Donating part or all of your unused retirement assets, such as your IRA, 401(k), 403(b), pension or other tax-deferred plan, is an excellent way to make a gift to the Southeastern Brain Tumor Foundation.
Many people like the option of gifting retirement assets because it is simple and tax efficient. You can make a gift of your unused retirement assets to help further our mission.
Benefits of gifts of retirement assets
- Avoid potential income tax on retirement assets
- Your heirs would avoid income tax on any retirement assets funded on a pre-tax basis
- Receive potential estate tax savings from an estate tax deduction
How to make a gift of retirement assets
To leave your retirement assets to the SBTF, you will need to complete a beneficiary designation form provided by your retirement plan custodian. If you designate the SBTF as beneficiary, we will benefit from the full value of your gift because your IRA assets will not be taxed at your death. Your estate will benefit from an estate tax charitable deduction for the gift.
More on gifts of retirement assets
One option is to leave your heirs other assets that receive a step up in basis, such as real estate and stock, and give the retirement assets to the Southeastern Brain Tumor Foundation. As a charity, we are not taxed upon receiving an IRA or other retirement plan assets.
A gift of your life insurance policy is an excellent way to make a gift to the Southeastern Brain Tumor Foundation. If you have a life insurance policy that has outlasted its original purpose, consider making a gift of your insurance policy to the SBTF. For example, you may have purchased a policy to provide for minor children and they are now financially independent adults.
Benefits of gifts of life insurance
- Receive a charitable income tax deduction
- If the SBTF retains the policy to maturity, you can receive additional tax deductions by making annual gifts so that we can pay the premiums
- If the SBTF cashes in the policy, you will be able to see firsthand how your gift supports our charitable work
- If we retain the policy to maturity, or you name us as a beneficiary, once the policy matures, the proceeds of your policy will be paid to our organization so that we can use the proceeds to further our charitable work
How to make a gift of life insurance
To make a gift of life insurance, please contact your life insurance provider, request a beneficiary designation form from the insurer and include the Southeastern Brain Tumor Foundation as the beneficiary of your policy.
A charitable bequest is one of the easiest and most flexible ways that you can leave a gift to the Southeastern Brain Tumor Foundation that will make a lasting impact.
An estate gift is a charitable donation that comes from assets left behind upon your passing. You can set up an estate gift by naming the SBTF in your will, establishing a revocable trust, or designating the SBTF as a beneficiary of your life insurance policy, IRA or other financial vehicle, or proceeds from the sale of real property.
Benefits of a bequest
- Leave a lasting legacy to the Southeastern Brain Tumor Foundation
- Allows for flexibility regarding financial circumstances
- Costs you nothing during your lifetime
- Reduces the burden of taxes on your family
- Receive an estate charitable tax deduction
How a bequest works
A bequest is one of the easiest gifts to make. With the help of an attorney, you can include language in your will or trust specifying a gift to be made to family, friends or the Southeastern Brain Tumor Foundation as part of your estate plan, or you can make a bequest using a beneficiary designation form.
Here are some of the ways to leave a bequest
- Include a bequest to the SBTF in your will or revocable trust
- Designate the SBTF as a full, partial or contingent beneficiary of your retirement account (IRA, 401(k), 403(b) or pension)
- Name the SBTF as a beneficiary of your life insurance policy
A bequest may be made in several ways
- Percentage bequest - make a gift of a percentage of your estate
- Specific bequest - make a gift of a specific dollar amount or a specific asset
- Residual bequest - make a gift from the balance or residue of your estate
Suggested bequest language:
"I give to the Southeastern Brain Tumor Foundation, Inc. ("Foundation"), a qualified 501(c)(3) charitable organization (EIN 58-2166144) located in Atlanta, Georgia, ($________ or _____ percent of my estate) to be used in accordance with the terms of the most recent gift agreement and/or instructions, as amended, that I have signed with the Foundation, and, if none exists, to be deposited in the "General Operating Fund."
Before making an estate planned gift, please consult with your tax, financial and legal advisors. Contact us at info@sbtf.org to discuss your estate gift.