Donor Support and Events
Beyond Planned Giving: Tax-Smart Ways to Support the MRF
Donor Advised Fund A Donor Advised Fund (DAF) offers tax
Legacy of Progress Society Legacy of Progress Society donors have the profound opportunity to truly make a lasting impact on the lives of melanoma patients for generations to come. This support will empower us to amplify our investments in critical research grants and initiatives. Your gift will be added to the MRF’s Legacy of Progress Endowment Fund, managed with care by the MRF’s Investment Committee. Each year, a portion of the endowment’s income is directed toward bolstering the MRF’s peer-reviewed research grant program. To learn more about our Legacy of Progress Endowment, please see page 34. Beneficiary Designation Non-probate assets such as an IRA or life insurance policy are not covered by your will or trust. Naming the Melanoma Research Foundation as a beneficiary will support our mission and leave a truly lasting impact.
IRA Charitable Rollover If you’re 70 1/2 years or older, consider making a gift to the MRF directly from your IRA through a Qualified Charitable Distribution (QCD). In many cases, IRA giving is 100% tax-free for eligible donors and represents one of the smartest ways you can support the MRF’s work because it allows you to give and save. For those who must take Required Minimum Distributions (RMD), an IRA gift can also count towards your RMD, without counting toward your taxable income for the year! Stock Gifts Consider donating appreciated stock and securities to support melanoma research and care through the MRF. This method is both cost-effective and tax-smart. You could be eligible for a tax deduction based on the full fair-market value of your donation and avoid paying capital gains tax.
advantages and philanthropic flexibility, almost like a charitable investment account. By giving through your DAF you can give when you want and how often you want to support the MRF.
“I use my Donor Advised Fund because of tax advantages and the simplicity of designating gifts allowing me to give more and do it effortlessly. Funding my DAF with appreciated securities allows the resultant tax savings to be donated to charities. Funding multiple years worth of giving bundled into one year’s addition to my DAF allows me to itemize deductions in those years which, once again, allows me to add the tax savings to my giving.” — Mark Lerch
28 • Stewardship Report
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