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Creating your legacy while helping St. Jude can be simple and serve your personal financial needs, as well as St. Jude’s goals for the future. Please request more information to begin creating your legacy.
Establish a charitable lead trust to benefit St. Jude and a predetermined amount of the trust’s assets will be given to St. Jude annually for a set period of time. Afterward, the remainder of the funds can be transferred to the trust’s non-charitable beneficiaries — usually family members. Setting up a charitable lead trust may reduce or even eliminate gift and estate taxes on trust assets passing to family.
Charitable remainder trusts allow you to irrevocably transfer assets, and you and/or your beneficiaries receive payments from the trust for life, or another time period of your choice. The remainder of the trust then goes to St. Jude. Learn more.
If you are interested in learning more about how your foundation can make a positive impact on the lives of children battling cancer and other deadly diseases, please contact Ingrid McGraw, Director of Foundation Relations, at (901) 578-2415 or email@example.com.
Please fill out this transfer form at the time you make the transfer so we can properly acknowledge your gift for tax purposes.
If you have a life insurance policy that you no longer need because of a change in your life circumstances, you can give a paid-up policy to St. Jude, or even a policy on which you are still paying premiums. By irrevocably designating St. Jude as owner and beneficiary of the policy, you may be entitled to a generous charitable income tax deduction. You can call or write to your insurance company to request a form to make this change of beneficiary.
Please make sure you list the new owner and beneficiary as St. Jude Children’s Research Hospital, Tax ID #62-0646012, 501 St. Jude Place, Memphis, TN 38105.
These special naming opportunities help fund groundbreaking research and unparalleled patient care, and remind patients and families of the personal commitment you have made to help them through one of the toughest challenges of their lives. Learn more.
Which gift plan is right you and your financial goals? Use this tool to explore your gift options.
Need help? A personal St. Jude representative can help you begin creating your legacy.