PLANNED GIVING

 
 
Planned Giving:

Assets You Can Give

Appreciated Securities
The IRS allows you one of its most significant tax breaks for gifts of appreciated securities.

Business Interests
Give SDRI an interest in a closely-held or family business.

Cash
Maximize your charitable deduction and deliver immediate benefits to SDRI.

Life Insurance
Use an unneeded policy to make a donation.

Personal Property
Donate books, artwork, or equipment and secure an income tax deduction.

Real Estate
Make a substantial gift to SDRI through a transfer of residential, commercial, or undeveloped real estate.

Retirement Plans
The balance of your retirement plan may be worth more when donated to SDRI than to your heirs.

Sansum Diabetes Research Institute
2219 Bath St.
Santa Barbara, CA 93105
(805) 682-7638 | Fax: (805) 682-3332
Email: dmcrae@sansum.org

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