Introduction

The American Trauma Society, PA Division (ATSPA) is pleased to present various options to you concerning estate planning.   Although ATSPA wants to provide you with information, we do not wish to replace advice or counsel given to you from your financial advisor or attorney.  We simply want to make it easier for you to share your estate with a worthy cause rather than giving it to the IRS.

Why consider the American Trauma Society, PA Division in your gift giving?

ATSPA is a non-profit organization whose mission is to provide trauma prevention education.  The organization has properly fit over 30,000 bicycle helmets and developed programs on bicycle safety, farm safety, and so much more. 

              Recently we learned that approximately one student dies each week on
            college campuses due to high-risk drinking and a program was developed
                  to target this problem.  Our goal is to prevent rather than treat it!

                                                   HOW CAN I HELP?

What is the easiest way for me to give a gift?

The most common and easiest way to provide funds is through cash.  You will receive an           immediate income tax deduction for the value of your gift (up to 50% of your Adjusted Gross Income or AGI).

Can I give gifts of personal and real property?

Absolutely! Gifts of tangible property items and real estate can be given and you are eligible for a charitable deductible for their full fair market value.  This may require appraisal and proof of title, etc.  In addition to this tax benefit, one avoids the burden of paying a capital gains tax.

How can gifts of stock be given to ATSPA?

A donor can give stock to a charity at any time.  The stock must have been held for a year or more in order to claim the full value of the stock as a charitable deduction. You will not have to pay capital gains tax on the appreciation had you sold the stock.  In addition, one gets the benefit of a charitable donation.

                                    Trauma is the disease of childhood.

                              52% of all children who die from age 1 year
                                       to age 14 years die from trauma.

How can donating a life insurance policy allow me to make a large gift to ATSPA?     

You can give gifts of life insurance policies no longer needed by your family to ATSPA.

This allows your life insurance to be used as a charitable gift while resulting in significant tax benefits.  You can give gifts of life insurance by naming ATSPA as the primary or alternate beneficiary or donating the entire policy.  If ownership is donated, you receive a charitable deduction equal to the cash value of the policy.  If you donate a paid-up policy you receive a charitable deduction equal to the replacement cost.

What other types of charitable giving would help ATSPA?

Bequests may be given one of three ways.  You may leave a fixed amount of property, a fixed percentage of your estate, or you may leave the residue after bequests have been made to beneficiaries.  The full amount of the bequest or gift will be removed from your taxable estate.

Charitable Trusts allow you to transfer property permanently.  The trust pays your beneficiary a set amount or percentage for up to 20 years.  When the trust ends, the remaining assets will be given to ATSPA.

Endowments and Special Gifts allow you to remember a loved one or to direct your gift to a specific area to allow your vision to be continued in the future.  This will allow you to leave a gift that is special to you.

                          It is necessary to give freely if we are to receive freely.

                                     The law of receiving includes giving.

                                                                         - Charles Fillmore

► If you would like to support ASTPA click on Guide to Giving Form.
    Fill it out and mail it in.