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Letter From GSA President Rita Effros

To my GSA Colleagues,

The Gerontological Society of America (GSA) is the nation's oldest and largest interdisciplinary organization devoted to research, education, and practice in the field of aging. The impact of the organization is being felt worldwide and nearly 20 percent of the Society's members are based outside the U.S. Our membership has enthusiastically supported the Society's mission and its international efforts through volunteer leadership and in many other ways. As we enter a time of unprecedented growth in the number of older adults globally, it is time for GSA to expand its financial capacity through a program of charitable giving to help us achieve our strategic goals.

The Society's reach — through education, publications, advocacy, and influence — has shaped the discussion on aging across disciplines and in the public policy arena. Our areas of influence continue to expand: As host of the 2017 World Congress of Gerontology and Geriatrics in San Francisco, we plan to feature the emergence of a robust business ecosystem of entrepreneurs, investors, and startup accelerators focused on technology-enabled innovation in the aging field, adding a discussion on technology to the aging conversation.

Please consider this as an invitation from us to begin a discussion on how, through GSA, you can support your interests in the field of gerontology as we look to the future. Research, scholarship, student support, and technological innovation, to mention but a few, require financial support from grantors, corporations, and governments — PLUS GSA members. With members joining in to invest in in our future, GSA will have the resources to have a greater impact in the decades ahead. GSA has, and must, continue to serve as a leading force in aging research across disciplines and topic areas.

Charitable gifts can be as simple as designating GSA as a beneficiary on an IRA or 403(b) account, adding a bequest for a memorial gift to GSA to your will, or creating a charitable remainder trust. Gifts can be used to endow funds that will perpetually be in your name or the name of a colleague or cause you support. As you consider charitable giving, please seek the advice of your financial or legal advisor and feel free to also consult us in order to create a gift that both supports GSA and also reflects your personal or professional aspirations. Together, we can address the issues facing the world's aging population.
I look forward to hearing from you.

Rita Effors Signature
President, GSA

eBrochure Request Form

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A charitable bequest is one or two sentences in your will or living trust that leave to The Gerontological Society of America a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

"I, [name], of [city, state, ZIP], give, devise and bequeath to The Gerontological Society of America [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to GSA or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate, or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the gift tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to GSA as a lump sum.

You fund this trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to GSA as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and GSA where you agree to make a gift to GSA and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

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