Planned Giving Home

Welcome to the Arthritis Foundation Planned Giving

Thank you for your interest in the Arthritis Foundation. Our hope is to serve you and your family with helpful information. We have an increasing number of friends at the Arthritis Foundation who now are benefiting from life income gifts, gift annuities and other plans. Thank you for taking the time to explore the benefits of gift planning.

DONOR ALERT! IRA Charitable Rollover extension signed into law

President Bush has signed into law the Emergency Economic Stabilization Act of 2008 which includes an extension of the IRA Charitable Rollover to December 31, 2009.

This legislation includes the immediate and retroactive extension of the popular Pension Protection Act provision. Taxpayers over 70 ½ are allowed to make tax-free distributions from their traditional and Roth IRAs directly to qualified charities like Plan USA in tax years 2008 and 2009. Please read the stories below to see how you could benefit.

Wills Guide

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IRA Gift Video

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Benefits For Family and Arthritis

There are several types of plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.

Easy IRA Gift
Barbara retired after forty years as a teacher. She had volunteered for many years with Arthritis Foundation. More on Easy IRA Gift >>.

Generous IRA Gift
Jerry is a fireman who volunteers for a number of charities in his community. Recently, Arthritis Foundation shared an opportunity to join in a new program with a positive impact. Jerry was excited to help, but a lead gift of $10,000 was needed to start the program. More on Generous IRA Gift >>.

Major IRA Gift
Tom is a retired CPA. With good investments, his IRA had grown to become over 80% of his total estate. Tom was looking for a way to rebalance his estate. He wanted to make a major gift to charity, but needed to protect his home and personal savings. More on Major IRA Gift >>.

Bequests
Joe and Anna have been faithful supporters of the Arthritis Foundation. They believe it is important to support and encourage the Arthritis Foundation mission. More on Bequests >>.

Steps to Wise Giving

There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.

Thanks very much for visiting us! I would be very pleased to help you. Simply click here to email me at your convenience.

Michael S. Welling
Planned Giving

Professional Advisors

We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact legacy@arthritis.org.

If you are a professional advisor, you may take the following steps on this site.

GiftLegacy Privacy Statement

This privacy statement applies to the Arthritis Foundation's gift planning web site and to GiftLegacy Presents. This web site and program are supported by Crescendo Interactive, Inc. and are provided to charities and other professional organizations who desire to link their sites to the Presents program.

If you have comments about the web site or the GiftLegacy calculator, please send those to legacy@arthritis.org.

Parts of the gift planning site are secure to protect user-entered information. The GiftLegacy Calculator uses a secure section of the site. Information you send to the site and the information the site sends back to your computer is encrypted as it passes through the Internet. This secure site service is provided for your protection.

The site is limited to links from authorized charities and other professional organizations. To use the site, it must be accessed through one of the authorized link sites.

This site is informational and educational in nature. It is not offering professional legal, tax or accounting advice on your estate. All persons who use information from this site must be advised by qualified professional counsel. For specific advice about the effect of these concepts on your estate, please consult a qualified professional advisor.