A legacy gift is a powerful way to drive new breakthroughs for people living with lupus – and no matter your income level, your impact can be greater than you think for generations to come. Making a legacy gift can be as simple as naming the Lupus Research Alliance in your will, or as a beneficiary on your life insurance or retirement plan. This type of giving lets you put the financial needs of your family and loved ones first, and may offer you tax benefits now.
Already included us in your estate plan? Let us know about your legacy gift.
Why make a legacy gift to the Lupus Research Alliance?
When you include the Lupus Research Alliance in your estate planning, you will:
Make a powerful impact
Know that 100% of your legacy gift supports research driving treatments and a cure. 100% of donations go to research programs because our Board of Directors funds all administrative and fundraising costs.
Shape Your Legacy
Experience the deep satisfaction of making a gift that transcends your lifetime.
Realize Tax Benefits
Work with your professional advisors to explore options that can offer tax savings.
Provide for Your Family
Ensure loved ones are cared for first, and modify your legacy gift as needed.
“The Lupus Research Alliance came into my life at a critical time, offering resources, support and hope for a healthy and happy life with lupus. My legacy gift is not only a thank you, but a way to help build on the important work they do supporting lupus research and the community of patients and caregivers.
JENNIFER DAKIN
LRA Board Member & Legacy Donor
Ways to Make a Legacy Gift
Make a Bequest
Gifts by will, both large and small, are vital to our work. You can leave a specific dollar amount, or a percentage of your residual estate (what remains after other gifts and expenses). You can also gift assets like property or appreciated securities. Bequests to the Lupus Research Alliance are fully deductible for estate tax purposes. Ask your professional advisor for more guidance.
Start a Will
Haven’t yet started your estate planning? FreeWill is an online tool that is intuitive and free of cost, and can help you make a will. Because this online tool is supported by partner nonprofits, including the Lupus Research Alliance, it’s easy to include a charitable gift in your will.
The tool may be able to generate a document that is legally binding in your jurisdiction, or may offer prompts to alert you if you need to work with an attorney. Get started.
Sample Language for a Will or Trust
Already working with an estate attorney to create or modify a will? Talk with them about your wishes and share this sample language as a helpful reference:
“I give and devise to the Lupus Research Alliance, Inc., (Tax ID# 58-2492929) headquartered at 52 Vanderbilt Ave, Suite 401, New York, NY 10017, a nonprofit 501 (c)(3) Corporation [ ____ percentage, fixed amount, or asset] to be used for lupus research.”
Name Us as a Beneficiary
Making the Lupus Research Alliance a full or partial beneficiary of a life insurance policy or retirement plan is an easy way to make a legacy gift – often, a substantial one – at little or no cost to you. You do not need to update your will, and since this type of gift does not go through probate it can make an immediate impact for vital research.
Life Insurance Policies
If you have a policy with a cash surrender value that is no longer needed by your spouse or adult children, it can be gifted to the Lupus Research Alliance by naming us as a beneficiary (which may also reduce estate taxes). To do so, send a written request to the insurance company. Your insurance agent or professional advisor can usually assist.
Provide the insurer with our information:
Legal Name: Lupus Research Alliance, Inc.
Address: 52 Vanderbilt Ave, Suite 401,
New York, NY 10017
Federal Tax ID #: 58-2492929
Retirement Plans
You can gift any balance remaining in an IRA, 401(k), or other qualified retirement plan by naming the Lupus Research Alliance as a beneficiary. You decide what percentage you want us to receive (up to 100%). To get started, ask your plan administrator or financial institution for a change of beneficiary form, or find it on the plan website.
Please list us as:
Legal Name: Lupus Research Alliance, Inc.
Address: 52 Vanderbilt Ave, Suite 4010,
New York, NY 10017
Federal Tax ID #: 58-2492929
Explore the Possibilities
Want to inform us of your legacy gift, or explore how creative gift planning could work for you? Let’s talk! All conversations are confidential, at no cost, and with no obligation. Contact us with any questions – we’re here to help, step by step.
Connect with Us Today
Melissa McElvain
Legacy Giving Officer
(646) 884-6097
mmcelvain@lupusresearch.org
Have you made a legacy gift to the Lupus Research Alliance? Tell us, so we can ensure it’s received and used as you intend. We also want to say thank you, and keep you updated on new research advances!