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help advance Essential Tremor research.
Naming DSF as a Beneficiary
Want to leave a portion of your estate as a gift to DSF or a bequest? Find out how to name DSF as a beneficiary.
Want to leave a portion of your estate as a gift to DSF or a bequest? Find out how to name DSF as a beneficiary.
It’s a common misconception that only very wealthy people leave money to charity in their wills. The reality is that most bequests are made by ordinary, hardworking people who want to make a positive difference to causes they care about after they’re gone.
However large or small, a bequest to the Diann Shaddox Foundation for Essential Tremor will make a difference.
Your gift will advance medical research targeted at finding the cure for Essential Tremor
If you're interested in legacy giving, please fill out the form below or contact us at [email protected]. We will respond promptly.
However large or small, a bequest to the Diann Shaddox Foundation for Essential Tremor will make a difference.
Your gift will advance medical research targeted at finding the cure for Essential Tremor
If you're interested in legacy giving, please fill out the form below or contact us at [email protected]. We will respond promptly.
Your Legacy Begins with a Vision
Your generosity has the power to change the way the world defines and views disabilities.
When you give to The Diann Shaddox Foundation, you help us make a difference for millions who will inherit or develop Essential Tremor.
Start here by learning the different gift options available to you. We will work with you to find a charitable plan that lets you provide for your family and support DSF.
Your generosity has the power to change the way the world defines and views disabilities.
When you give to The Diann Shaddox Foundation, you help us make a difference for millions who will inherit or develop Essential Tremor.
Start here by learning the different gift options available to you. We will work with you to find a charitable plan that lets you provide for your family and support DSF.
Steps to Naming DSF Beneficiary
Leaving money to a charity is not very hard. In fact, it’s really just a three-step process.
Leaving money to a charity is not very hard. In fact, it’s really just a three-step process.
- Identify that you want to support the Diann Shaddox Foundation.
- Determine what type of gift you’d like to make
- Include the gift in your Estate Plan
Determine the type of gift you plan on leaving. You can choose to give:
- A defined dollar amount
- Specific assets (like cars or stocks)
- A percentage of your total estate
DSF experts can help you craft strategies for nearly any goal. For example, you may have stock you’d like to donate to a charity, but maybe you’re relying on the dividends from that stock to cover your current living expenses. Our Planned-giving advisors can help create a strategy that may allow you to donate the stock now while taking an immediate income tax deduction and still receiving a stream of income from the stock for the rest of your life. There are some very powerful strategies that are often overlooked by donors.
If you’ve spent your entire life trying to make an impact on the world, leaving money to DSF is yet another way to continue to give, even after you pass away. Establishing DSF as a Beneficiary ensures your impact will continue.
In some cases, there might be more beneficial ways than bequests to support DSF. Our Planned-giving professionals are extremely knowledgeable in ways to maximize your impact, both during your lifetime and after death. They can be fantastic resources that might allow you to do more than you’d have been able to with a simple Charitable Bequest.
In some cases, there might be more beneficial ways than bequests to support DSF. Our Planned-giving professionals are extremely knowledgeable in ways to maximize your impact, both during your lifetime and after death. They can be fantastic resources that might allow you to do more than you’d have been able to with a simple Charitable Bequest.
IRAs, Insurance, and other Beneficiary Designations
A beneficiary designation gift is a simple and affordable way to make a gift to support The Diann Shaddox Foundation. You can designate us as a beneficiary of a retirement, investment, or bank account or your life insurance policy.
A beneficiary designation gift is a simple and affordable way to make a gift to support The Diann Shaddox Foundation. You can designate us as a beneficiary of a retirement, investment, or bank account or your life insurance policy.
Charitable Trusts
If you have high-valued assets, you have even more options to give back. Charitable Trusts are one such option for larger donations. They can be a way to support areas in need, while also providing assistance to other Beneficiaries through a stream of income and a pool of assets that can be used for charitable purposes.
If you have high-valued assets, you have even more options to give back. Charitable Trusts are one such option for larger donations. They can be a way to support areas in need, while also providing assistance to other Beneficiaries through a stream of income and a pool of assets that can be used for charitable purposes.
Make a GIFT/STOCKS IN YOUR WILL & ESTATE GIVING
The simplest way to make a gift of stock is to contact your broker and electronically transfer the stock from your account to The Diann Shaddox Foundation.
Steps:
Phone Number
Zip Code
Stock Name
Amount of Shares
Planned giving options include bequests, whereby donors name the Diann Shaddox Foundation in their wills. These endowed initiatives are listed in our annual report in perpetuity and memorialize and pay tribute to a donor or donor designee. Friends can also use current assets to create annuities and trusts that provide important tax benefits and life-long annual income for themselves and a loved one.
The simplest way to make a gift of stock is to contact your broker and electronically transfer the stock from your account to The Diann Shaddox Foundation.
Steps:
- Contact The Diann Shaddox Foundation to inform us that you want to make a stock gift.
- Provide the following information to our representative or have them contact DSF:
Phone Number
Zip Code
Stock Name
Amount of Shares
Planned giving options include bequests, whereby donors name the Diann Shaddox Foundation in their wills. These endowed initiatives are listed in our annual report in perpetuity and memorialize and pay tribute to a donor or donor designee. Friends can also use current assets to create annuities and trusts that provide important tax benefits and life-long annual income for themselves and a loved one.
The material presented is not offered as legal or tax advice. Examples of tax benefits are based on assumptions which might not apply to your own situation at the time of your gift. You are urged to seek the advice of your tax advisor, attorney, and financial planner to ensure that a contemplated gift fits well into your overall circumstances and planning. All material is presented solely as educational information and is not a solicitation or offer.
