Planned giving at St. Jude
With planned giving to St. Jude, you can achieve your financial and personal goals while making an impact on the lives of children fighting cancer and other life-threatening diseases.
St. Jude patient Reid with his family
Are you a financial professional, estate planner or attorney?
We are here to help. Contact us at (800) 395-1087 or advisor@stjude.org, or explore our resources.
What is planned giving?
Planned giving is the process of planning a donation ahead of time. Oftentimes, charitable planned giving is part of an estate plan, where monetary donations or donations of other assets are made once the donor passes away.
Giving from your appreciated assets (or gifts of appreciated assets) can offer benefits to you and a charity of your choosing. Learn more about your planned giving options to support St. Jude.
St. Jude patient Matthew
Charitable bequests
Leave a legacy through a bequest to St. Jude in your will or estate plan. When you give to St. Jude through a bequest, you make an impact far beyond your lifetime.
St. Jude patient Addison
IRA charitable contributions
If you're 70½ or older, you can contribute to St. Jude from your IRA and potentially receive tax benefits. You can have your IRA administrator use our sample letter of instruction.
St. Jude patient Josie
Donor-advised funds (DAFs)
You can recommend a grant from your donor-advised fund (DAF) by calling your fund manager, or by signing in to your granting institution and selecting St. Jude Children's Research Hospital.
St. Jude patient Hadleigh
Charitable gift annuities (CGAs)
Charitable gift annuities (CGAs) may interest you if you want to transfer cash or securities to St. Jude and receive lifetime payments for yourself or a loved one.
Bank accounts are common tools that can help continue the lifesaving mission of St. Jude.
Your outright gifts of cash or check can have a lasting impact on St. Jude patients while providing you a deduction on your tax return.
Make St. Jude a recipient of a pre-determined amount of income from a charitable lead trust (CLT).
Designate a portion of a trust to St. Jude through a charitable remainder trust, and you or a beneficiary earn income.
Give for the future. Your cryptocurrency donation supports research and treatment of childhood cancer and other life-threatening diseases.
Giving through your foundation can transform the future of the children of St. Jude.
You can donate a paid up policy, or even a policy on which you are still paying premiums, to a charity like St. Jude.
If you donate a mutual fund to St. Jude, you may qualify to receive a charitable deduction.
A gift of real estate could lead to savings on income or estate taxes and help the kids of St. Jude.
A retirement plan can be a tax-efficient and simple way to include a charity like St. Jude in your estate plan.
Savings bonds donated before or after your lifetime can benefit the children of St. Jude.
You may be able to make your charitable dollars go further by donating stock to a charity like St. Jude.
ALSAC/St. Jude Children’s Research Hospital does not provide tax, legal or accounting advice. This material is prepared and made available to you for informational purposes only and is not intended to provide or be relied upon for tax, legal or accounting advice. You should always consult a tax professional to determine your particular tax benefits that may result from any particular type of gift to charity.
Planned Giving FAQs
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Planned giving is a way to support your favorite causes while also helping you reach your financial goals. It lets you decide how your charitable donations fit into your overall financial plan, including how your estate and assets will be managed after you pass away.
With planned giving, you can make a meaningful impact now and in the future. Here are some ways you can start planning your charitable giving today:
- Make a gift from your IRA: You can give directly from your retirement account through a Qualified Charitable Distribution (QCD).
- Establish a Charitable Gift Annuity: Set up an arrangement that provides you with fixed payments for life, with the remainder going to charity.
- Create a Charitable Remainder Trust: This option allows you to receive income now, with the remainder of the trust assets supporting your chosen charity later.
- Transfer stocks or other securities: Donating appreciated assets like stocks can provide tax benefits and help your charitable goals.
- Add a beneficiary designation: You can name a charity as a beneficiary of assets such as life insurance policies, donor-advised funds, or investment accounts.
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Anyone can plan their giving! If you own an asset, you can make a planned gift — either during your lifetime with specific types of gifts or after your lifetime through a bequest or beneficiary designation.
Examples of assets you can incorporate into your planned giving:
- Property or real estate, including your home
- Stocks and other securities
- Retirement accounts (such as IRAs or 401(k)s)
- Investment accounts
- Bank accounts
- Saving bonds
- Cryptocurrency
- Life insurance policies
You can begin your planned giving conversations at any time – with your spouse, your family, or your financial advisor.
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No, any size estate can be included in a legacy gift to make a lasting impact for your charity of choice.
Your estate does not only include your home or physical property; it also includes your financial assets, retirement accounts, bonds, business interests and personal belongings such as cars.
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Yes, you can update or change your planned gift at any time. If your planned gift is part of your will or estate plan, you can make changes during your lifetime. You should discuss any changes to a will or estate plan with an attorney or advisor so that your wishes are properly documented.
When you let us know that you plan to leave St. Jude in your will or estate plan, you are helping us better prepare for the future and allowing us to honor your generosity. We understand that wills and estate plans can change, and we are grateful that you continue to consider St. Jude as part of your legacy.
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To begin your planned giving journey, you can:
- Inform and educate yourself: learn how planned giving works and what types of gifts can be included as part of your planned giving.
- Build a list of your assets: know what you own and what you want to happen with your assets.
- Research charitable causes: if you want to make a lasting impact for a charity or cause you are passionate about, consider which organizations you may want to include as part of your charitable planned gift.
- Connect with a professional advisor: A wealth manager, financial advisor or tax professional can help you establish a plan that accomplishes what you envision with your planned gift.
- Document and communicate your intentions: Clearly outline your planned giving wishes in your will or estate plan. Inform your chosen charities of your intentions so they can recognize your generosity and assist with any necessary paperwork.
ALSAC/St. Jude Children’s Research Hospital does not provide tax, legal or accounting advice. This material is prepared and made available to you for informational purposes only and is not intended to provide or be relied upon for tax, legal or accounting advice. You should always consult a tax professional to determine your particular tax benefits that may result from any particular type of gift to charity.
Have you left St. Jude in your will or estate plan?
As an acknowledgment of your generosity, when you give a gift to St. Jude through your will or estate plan, you become a member of the Danny Thomas – St. Jude Society, and we recognize your commitment to the mission of St. Jude in a variety of ways.
Why donate to St. Jude?
According to Charity Navigator — an organization that evaluates nonprofits based on transparency, financial health and accountability — ALSAC/St. Jude Children's Research Hospital has a four-out-of-four star rating for our Overall Score and Rating.
Tax ID Number:
62-0646012
We are a tax-exempt, charitable institution listed in the Federal Internal Revenue Service Publication #78, "Cumulative List of Organizations," revised IRS Code 501(c)(3).
View the IRS Determination Letter
View the Gift Acceptance Policy
Our Gift Planning department has a representative in your area who can provide further information or help you prepare the right questions to ask your financial advisor to determine what type of planned gift may be right for you.
Email giftplanning@alsac.stjude.org, call (800) 395-4341 or fill out the form below, and a St. Jude representative will contact you.
Are you a financial advisor, estate planner or attorney? Call (800) 837-2757, email advisor@alsac.stjude.org or fill out this Advisors form instead.
Make a donation today and give toward a better future.
Not ready to dive into planned giving? You can make a difference for the children of St. Jude today by making a direct donation.
You might also be interested in:
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Giving for professional advisors
Whether you're an estate planner, attorney or financial advisor, you can help your clients create a lasting legacy through a variety of gift types.
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Memorials and dedications
Celebrate your loved one's memory with a memorial donation and help support the kids of St. Jude.
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See the impact of your gift
Major gifts to St. Jude through stock, DAFs, CGAs and more help ensure the pioneering research and unsurpassed patient care today can impact future generations.
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Naming Gift Opportunities
Find a special place on the St. Jude campus to show your support for patients, families, discoveries and our lifesaving mission with a personalized plaque.