Ways to Give

A gift of Cash, Check or Credit Card is easy to make, and the gift is not subject to gift or estate tax. If you itemize, this type of contribution is deductible up to 50 percent of your adjusted gross income. Excess deductions can be carried forward for up to five additional tax years. Consult your attorney or tax adviser for more information.

Dedicate your gift in memory of or in honor of someone special or memorialize someone who has passed. Upon receiving, we will send a special notification advising the recipient of the gift excluding the amount.

Brokerage: Merrill Lynch
Account #: 728-04025
DTC #:5198

Many businesses will match donations made to 501(c)(3), non-profit organizations. Check with your employer to see if they participate in the corporate matching program. Corporations already setup for matching funds with LIFESPAN include: Bank of America, Duke Energy, Grant Thornton, Liberty Mutual, Lincoln Financial, Merrill Lynch, Microsoft, and PNC Bank.

Stocks, bonds, mutual funds, and real estate that have been owned longer than 12 months and have appreciated afford an immediate charitable income tax deduction for the full fair market value.

Individual Retirement Account (IRA) transfers are a viable option for individuals who are looking for an easy way to contribute to LIFESPAN, Inc.

• Sponsor or participate in one of our signature fundraising events:
• Charlotte Philanthropy Luncheon
• Guilford Philanthropy Luncheon
• Dandelion Walk & 5K Run
• Contact Holly Glinski at 704-944-5130, or Email for more information.

Do you want to receive income and make a gift to LIFESPAN, Inc.? Annuity payments can be immediate or deferred. LIFESPAN’s minimum age for a charitable gift annuity is 50 years old.

Charitable remainder trusts are gifts that are placed irrevocably in a trust with the named beneficiary(ies) receiving a fixed (annuity trust) or variable income (unitrust) for life or term of years not to exceed 20.

Giving a gift in your will is an easy way to give and leave a legacy at LIFESPAN. Could have a link to bequest language

I give (dollar amount, percentage of residual estate, or description of property) to LIFESPAN, Inc., to be used for its exempt purposes (tax ID # 56-1142969).

I give (dollar amount, percentage of residual estate or description of property) to LIFESPAN, Inc., to be used for the following purpose (e.g. endowment, children’s programs) (tax ID # 56-1142969).

I give (dollar amount) to LIFESPAN, Inc. to be held as a permanent endowment and to be known as the (person’s name) Fund. I instruct that only the income from this fund may be used to support the programs of LIFESPAN, Inc., so that the endowment will exist in perpetuity (tax ID # 56-1142969)

This can be as easy as naming LIFESPAN, Inc. as a beneficiary on an existing life insurance policy such as one that may be provided through your workplace. Or, you can purchase a life insurance policy and designate LIFESPAN, Inc. as the irrevocable beneficiary.

For estate planning purposes, retirement plan assets are the assets designated to fund bequests to LIFESPAN, Inc.

• CDs
• Bank Accounts
• Saving Bonds
• Mutual Funds

In-Kind donations is a way contributors can donate items for specific LIFESPAN programs. To obtain a current list of needs, please contact Holly Glinski at 704-944-5130, or Email