Gifts through Estates and Financial Plans
When you support the Colorectal Cancer Alliance with a gift through your estate and financial plans, you will be making a transformational difference for years to come. Gifts through estates and bequests can combine your philanthropic intentions with your estate planning goals to create positive change in the lives of those affected by colorectal cancer. You may direct your future intention to our Screen, Care, or Cure pillars. Further, when you make an estate gift, you are placing your trust in the Colorectal Cancer Alliance’s programs and services. Ultimately, you will be an invaluable partner in our quest to end colorectal cancer in our lifetime.
We ask that you please sign this revocable Planned Giving Letter of Intent document so that we can be made aware of your gift, and ensure that the gift is ultimately designated in the way that you intend.
For more information or to discuss planned giving at the Alliance, please contact firstname.lastname@example.org.
Gifts of Appreciated Securities
Donating stocks to the Colorectal Cancer Alliance is a simple yet powerful way for you to support our mission of ending colorectal cancer in our lifetime. By making a gift of appreciated securities, you help the 1.5 million individuals living with this disease right now through our support programs and services and ensure others are able to prevent a diagnosis in the first place. Beyond profoundly changing lives by donating gifts of appreciated securities, you may be able to avoid capital gains tax, diversify your portfolio, and secure a stream of future income.
How It Works:
As a first step, please contact Regan Huneycutt, Chief Development Officer, at (202) 207-0254 or email@example.com so that we can be aware of your gift intention and provide appropriate instructions to execute the forthcoming stock transfer.
1. Stock transfer directions
Transfer by broker: Draft a letter to your broker providing instructions for the stock transfer. Please inform your broker to contact Regan Huneycutt, Chief Development Officer, at (202) 207-0254 or firstname.lastname@example.org for the Alliance’s financial institution’s name, account number, and routing number.
2. Mail stock certificate(s)
Send the stock certificate(s) by certified mail to the Colorectal Cancer Alliance. Then, in a separate envelope, mail the Alliance your signed stock power form and a dated letter that identifies the stock and states how your gift is to be used (please select “unrestricted” or toward our Screen, Care, or Cure pillars). Within the letter, please include your signature exactly as it appears on the certificate. Send the certificate(s) and the letter on the same day by certified mail to: the Colorectal Cancer Alliance, 1025 Vermont Avenue NW, Suite 1066, Washington, DC 20005.