Planned Giving

Build SBAWP’s Future | Building the foundation today for all of the tomorrows!

Planned giving enables you to give to the SBAWP through a variety of means that will ensure that the Association is able to continue to help individuals with disabilities to live independently for years to come.Planned giving includes bequests, trusts, and other contracts between you as donor and the SBAWP. The potential benefit of planned gifts may include an increase in current income for the donor or others; a reduction in the donor’s income tax; the potential to avoid capital gains tax; the ability to pass assets to family members at a reduced tax cost; and the opportunity to make larger donations than might otherwise be possible.

The Board of Directors of the SBAWP has developed a Gift Acceptance Policy which defines the details of Planned Giving to the Association. Planned Giving falls under the purview of the Gift Acceptance Committee of the Board of Directors.Please note that any suggested language supplied here or elsewhere on this website does not constitute legal or tax advice and is not to be construed as legal or tax advice in any manner. Each of the items outlined here have different tax and legal implications. Tax laws are constantly changing; therefore, please consult your attorney and/or financial planner concerning the best way for you to provide for the Spina Bifida Association of Western Pennsylvania in your estate plan.

There are a variety of instruments that can be used in planned giving. The simplest of these include bequests, life insurance policies, and retirement funds. Additional information on each of these can be found by clicking on the item above.

While there are many different planned giving options, we have provided here a few basic descriptions of some often used types of planned gifts.

When a donor decides to leave assets to a charity in his/her estate, he/she is making a bequest. The donor’s estate may receive a charitable estate tax deduction when the gift is conveyed to the charity.

Gift Annuity
A gift annuity is a contract between a donor and a charity. In return for a donation of cash or other assets, the charity agrees to pay a fixed payment for life to the donor or to a friend or family member of the donor’s choosing. The donor may be able to claim a charitable tax deduction. Tax laws may permit other benefits depending on how the gift annuity is funded. All gift annuities to the SBAWP are handled by one of our financial partners. Please contact one of the two individuals below to arrange for a meeting. Gift annuities are sometimes used by younger donors to supplement retirement income.

Charitable Remainder Trust
This trust makes payments based on either a fixed amount or a percentage of the principal to whomever the donor chooses to receive the income. At the end of the trust term, the charity receives whatever amount is left in the trust.

Charitable Lead Trust
During the term of the trust, this trust makes payments of either a fixed amount or a percentage of the trust principal to the charity. At the end of the trust term, the principal can either go back to the donor or to heirs named by the donor. Lead trusts of often used to pass assets to heirs.

Retained Life Estate
A donor may gift his personal residence or farm to charity and retain the right to live there for the remainder of his/her life. Upon the donor’s death, the charity can use or sell the property.

As you work with your attorney and financial advisor, they will need certain information about the SBAWP in order to insure that your wishes are carried out. That information includes the following –

Spina Bifida Association of Western Pennsylvania
3000 Stonewood Drive, Suite 100
Wexford, PA 15090
Tax Id / EIN # 25-1337324
A 501(c)3 corporation

The staff at the Spina Bifida Association of Western Pennsylvania will be happy to work with you, your attorney, and/or your financial advisor in arranging your planned gift. Having a conversation in advance with our staff will ensure that your wishes will be carried out, particularly if you are considering special restrictions to your gift.

Please write, call, or email:

Executive Director
Spina Bifida Association of Western Pennsylvania

Thank you for your thoughtfulness and generosity.