Planned gifts are strategic charitable investments that can continue your philanthropic goals with your lifetime and estate planning tax objectives. Your planned gift also gives you the satisfaction in supporting JoshProvides Epilepsy Assistance Foundation (“Foundation”) in helping epilepsy and seizure disorder patients with their expenses regarding:
(A) providing financial assistance for those people living with epilepsy and other seizure disorders and their families who are in need of help to pay for all or a portion of the expenses they incur for:
- transportation expenses to and from home, school, medical services and employment, through the purchase from or through third parties, bus passes, taxi cab cards, or other third party transit options;
- the purchase of:
- prescription anti-seizure medication;
- medical services;
- seizure response/detection dogs;
- seizure detection devices,
- seizure prediction devices; and
- other technologies, methods, and devices which are recommended by the patient’s medical doctor and are not covered by private medical insurance, other reimbursement plans, or government-funded programs, i.e. Medicaid benefits and Medicare benefits (but not insurance premiums);
- Epilepsy research; and
- such other expenses which are within the spirit of the Foundation’s charitable purposes relating to such person’s health and care as approved from time to time by the Foundation and its Assistance Review Committee;
(B) assisting in the establishment and maintenance of strategic support groups for people living with epilepsy and their families; and
(C) paying for expenses incurred for educating the general public regarding epilepsy and seizure disorders (each of Sub-items (A) through (C) a “Qualified Service/Item”).
A variety of assets and investment options qualify as planned gifts. Be sure to consult your legal and tax advisors to select the option that best meets your financial planning objectives.
Planned giving options include but are not limited to the following:
A cash donation is probably the easiest way to give. You can choose to make a periodic gift or commit to an annual gift under the “Circle of Providers” program. Click here to go to the “Circle of Providers” program. This gift allows you to celebrate someone special, or recognize a birthday, a holiday, wedding, graduation, or any other special event. For cash gifts other than those made under the Planned Giving programs you can also make a gift in memory of or in honor of a friend or family member. For cash gifts other than those made under the Circle of Providers Giving Programs, you can make a cash contribution securely online, by check, credit card, or by calling the Foundation. Donate Online.
- Appreciated Holdings
These are non-cash gifts such as stocks, bonds, and property (real estate and personal property such as artwork). They provide charitable deductions and offer additional tax benefits in a tax-efficient way. For instructions for transferring stock or securities to the Foundation Click here, for all others please contact Bruce P. Chapnick, Executive Director, at (800) 706-2740.
- Life Insurance
Life insurance policies provide a flexible tool to provide future charitable funds for the Foundation. There are a number of ways you can support the Foundation with life insurance:
- Name the Foundation as the beneficiary of an existing life insurance policy.
- Purchase a new policy naming the Foundation as a beneficiary.
- Agree to have the Foundation purchase a life insurance policy on your life with cash contributions by you annually to support premiums due.
- Assign a paid up insurance policy to the Foundation.
For more information regarding life insurance planning, contact:
Bruce P. Chapnick, Executive Director, (800) 706-2740
- Retirement Plan Assets
A contribution of your tax deferred retirement plan benefits during life or upon death can provide tax benefits to you and your estate. Meet with your retirement plan administrator to designate the Foundation as either a sole or partial beneficiary. Before considering this asset also consult with your legal and financial advisor to consider the benefits to you and your family. Under current law, you may roll over up to $100,000 from an individual retirement account (“IRA”) directly to a qualifying charity (ie, the Foundation) without recognizing the assets transferred to the Foundation as income. A qualified charitable distribution is money that individuals who are 701/2 or older may direct from their traditional IRA to the Foundation. Again, consult with your legal and financial advisor to consider the benefits to you and your family and if you qualify.
For more information regarding planned giving or if you have any questions or would like to discuss a gift in confidence, please, contact:
JoshProvides Epilepsy Assistance Foundation, Inc.
ATTN: Bruce P. Chapnick
5428 Sundew Drive Sarasota, FL 34238
JoshProvides Epilepsy Assistance Foundation is a Florida not-for-profit corporation. The Internal Revenue Service (“IRS”) has determined that the Foundation is exempt from Federal income tax under Section 501(c)(3) of the Internal Revenue Code and is a public charity under Section 170(b)(1)(A)(vi) of the Internal Revenue Code. The Foundation’s Federal Tax Identification Number is 46-2322505. An acknowledgement will be sent to the person or family you choose. Your gift will help people living with epilepsy and seizure disorders.
A COPY OF THE OFFICIAL REGISTRATION AND FINANCIAL INFORMATION MAY BE OBTAINED FROM THE DIVISION OF CONSUMER SERVICES BY CALLING TOLL-FREE 1-800-435-7352 WITHIN THE STATE. REGISTRATION DOES NOT IMPLY ENDORSEMENT, APPROVAL OR RECOMMENDATION BY THE STATE. REGISTRATION NO. CH39093.
THANK YOU FOR YOUR SUPPORT