Planned Giving/Gifts of Stock
Planned giving enables you to leave a lasting gift that will touch the lives of many families well into the future and ensure that your most important values and commitments are part of the legacy you will leave behind.
Since planned gifts generally come from the accumulated assets of a lifetime, it is an opportunity to make a final statement of support for a cause near to your heart. Planned gifts also ensure that the Foundation will have the resources needed to continue its mission for many years to come.
In addition to providing support to the Foundation, planned gifts can provide you with financial benefits, including valuable tax deductions up front and reduction of tax liability in the years ahead. Planned giving does not have to be complicated—and it is not only reserved for those with great wealth. It can be as simple as adding the Foundation as a beneficiary in your will or as a bequest.
Other options are gifts of retirement assets, an IRA, a life insurance policy, naming the Cholangiocarcinoma Foundation as beneficiary of your savings or CD account, or creating a charitable trust that gives you tax deductions and reduces tax liabilities in the future.
Talk to your financial advisor or estate planner today; they will be able to guide you through all of your planned giving efforts.
Some individuals elect to contribute to the Foundation through gifts of stock or other types of securities from public companies. The Cholangiocarcinoma Foundation benefits through the distribution of dividends and/or liquidation of the assets at fair market value.
Gifts of Stock
Your broker can help you make a gift of stock via a direct transfer to the Cholangiocarcinoma Foundation. Giving a gift of publicly traded stock that you have owned for more than one year and has increased in value may provide more tax benefits than giving cash.
Your charitable income tax deduction is equal to the fair market value of the stock and you avoid paying the capital gains tax on any increase in the current value over the original cost of the stock. You may also save by not incurring brokerage fees because you are transferring ownership rather than selling the stock.
Details on Donating Gifts of Stock
If you would like to support the Cholangiocarcinoma Foundation though a donation of securities, please contact firstname.lastname@example.org or email@example.com and we can provide you with our brokerage account information and assist with any questions.
Please let us know of any stock transfers, so we can properly acknowledge your gift and forward information regarding your tax deduction. The Cholangiocarcinoma Foundation 5526 West 13400 South, #510 Salt Lake City, Utah 84096 U.S.A. (888) 936-6731
Memorial donations can be made in lieu of flowers and the Cholangiocarcinoma Foundation can personally assist you by designing customized donation cards and providing envelopes upon request. Alternatively, you can choose to have us create a personalized fundraising page on our website to honor your loved one, allowing your family and friends to make tax deductible donations directly to benefit cholangiocarcinoma research and patient/family support services.
The Cholangiocarcinoma Foundation will issue a letter of thanks to all donors which will serve as a full tax deductible receipt. CCF can also provide you with a list of memorial donors for you to acknowledge personally if desired.
To request donation cards & envelopes, or to create an online fundraising page in memory of your loved one, please email a photograph and a short biography of your loved one to: kathi.wagner@
Tree of Hope Society
The Tree of Hope Society honors donors who have included a planned gift to the Cholangiocarcinoma Foundation. This special group has chosen to make a lasting impact in cholangiocarcinoma research, awareness and education around the world.
There are many types of planned gifts. Our goal is to match each donor's unique charitable goals with the gift plan that best suits him or her. The following types of planned gifts qualify you for membership in the Tree of Hope Society:
- a bequest of any amount in your will or revocable trust;
- a life-income gift that names the Cholangiocarcinoma Foundation as a remainder beneficiary, such as a charitable remainder trust, or charitable gift annuity;
- a beneficiary designation that includes the Cholangiocarcinoma Foundation, such as qualified retirement plan assets (IRA, 401(k) or 403(b)), or a life insurance policy;
- a charitable lead trust that provides income to the Cholangiocarcinoma Foundation for a donor's lifetime or a term of years.
If you have already included the Cholangiocarcinoma Foundation in your estate plans or have made another type of planned gift, we encourage you to let us know by filling out the membership form so we may formally welcome you. Your willingness to be listed as a member of the Tree of Hope Society will inspire others to follow your example. We also honor and respect those who wish to remain anonymous, but hope that you will share this information with us on a strictly confidential basis.
If you have not yet included the Cholangiocarcinoma Foundation in your plans and you would like to explore the charitable options that best suit the financial needs of you and your family, please do not hesitate to contact Kathi Wagner, Director of Development, at 630-286-0418. We would be happy to answer any questions and discuss your options without any obligation.
To recognize your commitment and preserve your legacy we offer several benefits of membership. Each new member will receive VIP invitations to special events, and recognition on our website and in our annual report.
We are truly grateful that you have, or are considering including, the Cholangiocarcinoma Foundation as part of your legacy. Together, we can ensure that a cure will be found for this deadly disease.
Disclaimer: the Cholangiocarcinoma Foundation does not provide legal, tax, investment or other professional advice, including but not limited to planned giving consultation, and we may not be relied upon for such advice. For assistance in specific cases, obtain the services of a competent attorney or other professional advisor.