You will hear a State of ReSurge update from President and CEO, Claire Lachance. Following Claire, guest speaker Jay Roadarmel, founding attorney of LifePlan Lawyer and a certified specialist in estate planning, trust, and probate law (by the California State Bar Board of Legal Specialization), will discuss Creating Your Legacy through charitable planned giving its benefits, and other invaluable insights. Natalie Meyers, our Executive Vice President of Programs and Partnerships, will share the latest updates from ReSurge's new strategic plan and conclude the event with an inspiring patient story.
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A legacy gift enables you to support ReSurge International, secures the financial needs of your loved ones, and provides you with tax benefits. Legacy gifts of all sizes combine to help us meet our current goals and reach further into the future.
By including ReSurge International in your will or trust, naming ReSurge International as a beneficiary of all or part of a life insurance policy, or taking advantage of other giving opportunities, you can preserve your assets now and support for years to come. Your gift will have a real, lasting impact.
Request a confidential, no-obligation conversation to get started.
Get in touch with usWhen you make a gift to ReSurge International from your will or trust, you'll be welcomed into ReSurge International Legacy Society and join other supporters and friends of our important mission. Is ReSurge International already in your plans? Please let us know so we can properly thank you and make sure your gift will be used as you've intended.
Not only do you have options for how your gift to ReSurge International will be used, you also have options on what to give and how to give. There are gifts that cost you nothing now, gifts that pay you income, and gifts that allow you to decide what happens when.
Through a provision in your written and executed will, you can make a gift in the form of cash, securities, real estate or personal property. There are many types of bequests. Choose the one that best fits your needs and intentions.
Download Bequest Language
You can turn underperforming assets (stock, cash in a savings account, CDs, savings bonds, etc.) into a gift to ReSurge International that provides income to you. Your Charitable Gift Annuity will give you quarterly, fixed payments for life and tax benefits, too.
Download CGA Information
Designate ReSurge International as a beneficiary to receive all or a portion of the balance of your Donor Advised Fund (DAF) through your fund administrator. You also can make a grant to us at any time from your donor-advised fund.
Learn More about DAFs
If you're 70 ½ or older, you can make a gift directly from your IRA to ReSurge International. While there is no charitable deduction for a rollover gift, you do avoid the income tax on the donated portion of your required minimum distribution.
Download IRA Rollover Information
Name ReSurge International as the beneficiary of an existing life insurance policy; donate an existing, paid-up life insurance policy you no longer need; or purchase a new life insurance policy and name ReSurge International as the owner and beneficiary.
Learn More about Life Insurance
Like stock, the fair market value of gifts of appreciated assets such as real estate, artwork, and other well curated collections, can be deducted from your income tax today and reduce your estate taxes in the future.
Download Real Estate Gift Information
Naming ReSurge International as the beneficiary of a qualified retirement plan asset such as a 401(k), 403(b), IRA, Keogh, profit-sharing pension plan or other donor-advised funds, will accomplish a charitable goal while realizing significant tax savings.
Download Beneficiary Gifts
When you donate appreciated stocks, bonds, or mutual fund shares instead of cash, you'll receive charitable deductions at full, fair market value while reducing capital gains impact.
Download Stock Transfer Information
There are many other ways to support ReSurge International through a planned giving vehicle. Charitable Gift Annuities, Charitable Trusts, Life Insurance and more may be good options for you. We can show you creative ways to use your assets to benefit ReSurge International, while at the same time preserving the benefits of those assets for you and your family.
Contact Us to Discuss Your OptionsDonors just like you have made a real impact just by adding a few words to their will or using one of the many giving options available.
Chief Development Officer
josh@resurge.org
(408) 673-4980
756 N Pastoria Ave
Sunnyvale, CA 94085
If you are working with a professional advisor, or advising a donor, here's a practical guide for including in a charitable estate plan.
