Planned Giving

 

Quick jump to:
Why Your Will is so Important
Official Bequest Language
Donating Gifts of Stocks and Securities
Tributes and Memorials

The Benefits to Planned Giving are Endless!

There are many ways to give, and many reasons why an individual wants to give. Each way and reason is unique to the individual and their plans for the future. You may want to give because an organization is close to your heart, or because it makes financial sense to you and your loved ones. Whatever your reason, planned giving is both a smart and generous move on your part.

Consider the benefits of creating a planned gift strategy:

  • Make sure your loved ones are provided for
  • Enjoy income tax savings and reduction of estate and probate costs after death
  • Help a humanitarian effort and give back to the world

Create Your Legacy Today

What do you want your legacy to look like? What wishes do you want fulfilled after you are gone? Who do you want to receive your assets? These answers could include family, friends and charitable organizations that you care about, such as the American Tinnitus Association.

Why Your Will is so Important

Drafting your will is an important opportunity to help others after you die. According to a study by Findlaw.com, nearly 60 percent of Americans do not have current wills. Ensure the intended distribution of your assets by preparing this vital document.

If you do have a will, be sure to keep it up to date and review it periodically. It is time to revise your will if any of the following events have occurred:

  • Births
  • Marriages
  • Death of a beneficiary
  • Change in your assets
  • Purchase of new property
  • Retirement
  • Change in tax laws
  • New charitable interests

If you don't have a legal will, the state where you reside has laws, and these laws could take precedent over your personal wishes.

Official Bequest Language of the American Tinnitus Association

The following includes several examples of suggested bequest wording to benefit the American Tinnitus Association.

Each individual situation is unique and, therefore, these examples include only some of the possible gift opportunities. We encourage you to share your final will provision with ATA to ensure that your wishes will be properly followed and recognized.

Percentage of Estate:

"I give, devise and bequeath to the American Tinnitus Association ____ percent (%) of the rest, residue and remainder of my estate as an unrestricted gift to be used in the area of greatest need at the time the gift is received."*

Specific Dollar Amount:

"I hereby give, devise and bequeath to the American Tinnitus Association, the sum of _______ dollars ($) as an unrestricted gift to be used in the area of greatest need at the time the gift is received."*

*You can also direct your gift to a specific purpose.

We hope you'll tell us when you have named the American Tinnitus Association in your will. We would very much like the opportunity to thank you for your generosity and add your name to the Jack Vernon Legacy Society, a group of others who have named ATA in their estate plans. However, if you would like to remain anonymous, we will keep your gift completely confidential. At the same time, recognition of your gift can encourage others to do the same.

Be sure to seek the professional help of an attorney who focuses on estate planning.

Donating Gifts of Stocks and Securities

Gifts of stocks and securities provide an appealing way for you to donate to the American Tinnitus Association (ATA). Contributors of stock receive a tax deduction for the market value of the securities, calculated on the day of their transfer, while avoiding payment of capital gains on the stock's appreciated value.

Please consult with your broker or adviser about the benefits of such a gift. The most efficient way to give a gift of stock is to have your broker electronically transfer shares to the American Tinnitus Association.

To donate securities electronically, please instruct your broker to make the transfer using our Depository Trust Company (DTC) number:

DTC number: 0015
Unrestricted account number: 164-116940-901
(Gift used for ATA’s current priority project)

Restricted account number: 164-117040-901
(Gifts restricted for research fund only) 

Contact:
Michael Gonzalez
Morgan Stanley

One Sansome Street
38th Floor
San Francisco, CA 94104-4448
W: (800) 289-9060
F: (415) 984-6596

Let us know that you have included us in your plans

Please notify us of the transfer in advance, or have your broker notify Morgan Stanley (details listed above), so we can properly acknowledge your gift and provide you with a donation tax receipt.
Please provide us with the following information:

  • Donor's name and complete address
  • Name of security
  • Number of shares transferred
  • Date of transfer
  • Restriction on gift (if any)

Tributes and Memorials

Many ATA supporters donate in honor or memory of family members, friends, colleagues, tinnitus patients or other loved ones. We acknowledge these tributes and memorials by sending cards to the recipients or someone close to them, and with a listing in Tinnitus Today.

For any questions regarding the information referenced above, please contact Dion Gutkind at (800) 634-8978 x219, or email dion@ata.org.