Planned Giving and Bequests

Charitable estate and income tax planning is an exciting way to make a lasting difference because your gift can support cutting-edge cancer research and return a variety of financial and tax benefits to you and your family. The CHRISTUS Stehlin Foundation is a 501(c)(3) public charity, and will gladly work with you and your professional advisors to discover the strategies that achieve your financial and philanthropic goals.

As the Foundation meets new challenges and opportunities, your gifts, no matter the size, provide crucial support to its research. You may wish to designate your gift to a particular research project, or in support of the Educational Scholarship Program, or to name a laboratory. Your gift also can be undesignated and used for the Foundation’s greatest need – drug development, clinical trials, attracting world-class scientists, or providing a crucial piece of equipment, for example.

We are most grateful for your support of the Foundation and its fight against cancer. Please feel free to contact the Development Office (713-659-1336 or by email) for more information. All communications will be treated confidentially and without obligation.

Five Most Popular (and Simple) Gift Planning Methods:

Cash, Appreciated Securities, or Real Estate

You can give cash, appreciated securities, or real estate during your lifetime to the CHRISTUS Stehlin Foundation, either in a lump sum or, depending on the asset you wish to contribute, by pledging an amount over a number of years. Giving outright provides an immediate benefit and you can see your gift put immediately to good use.

A gift of appreciated securities generally qualifies you for an income tax charitable deduction equal to the current value of the gifted securities, and it may also avoid the long-term capital gain tax on your unrealized capital gain. You can deduct up to 30% of your adjusted gross income in the year of your gift. Any amount given in excess of 30% can be carried over and deducted for up to five subsequent years.

If you sell the securities, you will be taxed on the appreciation in the value of the stock during the time you held it. But if you give those same appreciated securities to the Foundation, there’s no tax on your gain, even though your entire “profit” is reflected in your charitable deduction.

• More information on gifts of Appreciated Securities

Bequests

You can make a testamentary gift through your Will or Revocable Living Trust. You can designate a percentage of your estate, a specific dollar amount, the remainder of your estate, or a combination. Bequests enable you to retain the use of all of your assets during your lifetime and make your gift when the assets are no longer needed for your security.

• More information on Bequests

Beneficiary Designation

You can make the CHRISTUS Stehlin Foundation the beneficiary of a life insurance policy or a qualified retirement plan such as an IRA, a 401(k), or a 403(b).

• More information on Beneficiary Designations

Charitable Remainder Trust

You can make a gift of cash, appreciated securities, or real estate to, or in exchange for, a life-income plan, such as a Charitable Remainder Trust. These plans have significant benefits, including lifetime income, an income tax deduction, and capital gains savings (if applicable). At your death, the remaining assets are distributed to CHRISTUS Stehlin Foundation.

Outright and Deferred Gift Combination

You can give a combination of an outright gift and a deferred gift. This enables you to start or fully endow a program or scholarship during your lifetime, and make a provision in your Will or Revocable Living Trust, or through a life income plan, to add significantly to the endowment after your death.