Leave A Lasting Legacy to benefit the Lyme Community
Leave a lasting legacy that will help raise awareness and fund research that can improve Lyme disease patients’ lives.
Did you know that only one in eight people leaves a financial legacy to a charity or endowment fund in their financial/estate planning?
It is a wonderful way to leave a lasting legacy and help LymeDisease.org continue to pursue equity for our Lyme patient population. LymeDisease.org is the oldest Lyme organization and the only one focused on patient advocacy, treatments, legislation, insurance issues and our patient centered research project, the MyLymeData patient registry and research platform. A legacy gift will help us to continue to fight for patient’s rights since the battle is far from over.
Why Should Your Consider a Legacy Fund?
To create your charitable legacy now but fund it at some point in the future.
To build a legacy of giving for your family
To achieve the best tax benefits for yourself and your heirs.
Plan now to support your favorite causes (such as LymeDisease.org) either in the near future or in perpetuity after your death
To explore creative financial solutions for tailoring your giving in simple, smart and meaningful ways.
There are several ways you can leave a lasting legacy that will help benefit the Lyme patient community. What ever vehicle you choose, your legacy funds will be used judiciously to further LymeDisease.org’s patient centered mission. Your gift can be given to the general fund or it can also be a restricted research donation to fund MyLymeData or other research projects.
Before making a legacy donation, we suggest that you consult your tax advisor or attorney to make the best choice for your situation.
Wills and Trusts
Including LymeDisease.org in your will or trust can promote a lasting legacy that allows us to continue working for patients for many years in the future. You can do this easily by either setting aside a specific dollar amount, percentage of your estate, or any assets remaining after your family has been provided for.
Standard language would be: “I give, devise and bequeath to the LymeDisease.org, a nonprofit corporation of the State of California located at PO Box 716, San Ramon, CA 94583 (Tax ID number 68-0214101) $ ________ (OR __% of my estate OR the residue of my estate.”)
Giving through retirement funds, insurance policies, and bank/brokerage accounts
To give through your retirement funds, insurance policies, or bank account, generally all that is needed is to designate LymeDisease.org as the beneficiary of the account. Your financial institution should be able to provide you with a beneficiary designation form for this.
Please advise us if you make a bequest or designate LymeDisease.org as a beneficiary so that we can ensure that you have updated contact information over time.
Transfer IRA money
Using an IRA to make a charitable donation can help lower a tax bill and help a worthy cause. Distributions must be made directly to the charity, not to the owner or beneficiary. All distribution checks need to be made payable to the charity or they will be counted as taxable distributions.
Talk to your IRA custodian about how to make this happen and be sure to leave sufficient time for the funds to reach the charity.
“The great use of life is to spend it for something that will outlast it.”
— William James
LymeDisease.org seeks to make the patient voice stronger, to support patient-centered research, and to create a future where Lyme patients can receive the treatments they need to get well. Its focus is on large scale science-based advocacy, communications and big data research.
Founded in 1989, it is one of the oldest, largest, and most trusted sources of patient information on Lyme disease, drawing millions of unique website visitors a year. Its MyLymeData patient registry and research platform has enrolled over 14,000 patients and is among the top 5% of patient-led registries in the nation. Its communications network distributes resources and educates the public about the science of tick-borne diseases via website content, blogs, social media, and an online journal, the Lyme Times.