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Planned Gift Options

A planned gift to the Depression and Bipolar Support Alliance can be one of the easiest, most fulfilling ways to support our organization. Several options exist to help you achieve both your philanthropic and personal financial goals through a planned gift to DBSA.

Bequest Life Insurance Policy
Gift of Stock Charitable Remainder Trust
Appreciated Property Charitable Lead Trust
Retirement Plan Assets How to Get Started



Bequest

A bequest is a gift that is included in your will. A bequest can be a specific monetary amount, a percentage of your estate, a specific piece of property or a percentage of the “residual of your estate”. The following is sample bequest language that can be used for:

Specific Bequest Language

Adding a bequest to your will or living trust can be as simple as adding a single sentence. Here's our preferred bequest language; take this to your attorney to use as a starting point. Contact us if you have any questions!

To DBSA, unrestricted:


"I give to the Depression and Bipolar Support Alliance, an Illinois corporation, Chicago, Illinois, the sum of $_______________________ (or _____________ percent of the remainder of my estate) to be used by the Depression and Bipolar Society for its unrestricted purposes."


Legal Name: Depression and Bipolar Support Alliance
Legal Address: Suite 490, 55 E. Jackson, Chicago, IL 60604
Tax Identification No: 36-3379124


Gift of Stock

Using Stock to Reach Your Philanthropic Goals

If you are trying to reach a certain giving level, donating stock gives you the option to reach the goal without simply writing a check. For instance, achieving a $10,000 annual giving goal becomes easier by pairing a $5,000 cash gift with $5,000 in stock.

Increase Your Giving Power

A gift of appreciated stock to the Depression and Bipolar Support Alliance can benefit you in two ways:

  1. You receive a charitable income tax deduction for the full fair market value of the securities
  2. You may avoid capital gains taxes on appreciated stock. This helps stretch your gift even further.

When making a gift of stock, please download the Making a Gift of Stock PDF for more detailed information on how to transfer this gift to DBSA.

DBSA encourages you to speak with your professional advisor or contact our development staff to discuss the option that is right for you.

Appreciated Property

Donate securities or real estate* you have owned for over a year and avoid capital gains of appreciation. You may also qualify for a charitable income tax deduction equal to the full value of the donated assets.

Retirement Plan Assets

Name the Depression and Bipolar Support Alliance as the beneficiary of part or all of your IRA or retirement plan. This could result in estate tax savings and, in some cases, income tax savings as well.

Life Insurance Policy

Name the Depression and Bipolar Support Alliance as the beneficiary of your life insurance policy. This could result in estate tax savings for your heirs. You may donate a policy that you no longer need and qualify for an itemized income tax deduction.

Charitable Remainder Trust

Creates a retirement plan that offers maximum income to you and makes a deferred charitable gift to DBSA.

Charitable Lead Trust

Establish a charitable lead trust to make payments to DBSA for a set period of time. The remainder will then pass to your children and grandchildren. A lead trust could create significant gift and estate tax savings.

The above information is not intended as professional tax or legal advice, please consult with your financial advisor for your specific situation.
* All gifts of real estate are subject to approval of the Depression and Bipolar Support Alliance Board of Directors Gift Acceptance Policy

How to Get Started

Thank you for your interest in making a planned gift to DBSA. Below are some recommended next steps to start the process:

  1. Discuss your options with a legal, financial, or other qualified professional advisors.
  2. Submit your online enrolment form to join the DBSA Legacy of Wellness Society, or have your advisor contact DBSA about your wishes.
  3. For questions or for more information, please contact Erica Kadel at EKadel@DBSAlliance.org or call (312) 988-1161.