Planned Giving
Planned gifts enable you to make a larger donation than you may otherwise be able to make today. Some planned gifts can provide income back to you during your lifetime, while others use tax planning strategies to provide both for a cause you love and for your loved ones in a way that can maximize the gift and minimize the impact on you.
Donor-Advised Funds (DAF)
A Donor-Advised Fund (DAF) allows you to recommend grants to qualified nonprofits over time while receiving an immediate tax deduction when you fund the account. If you have a DAF already, recommending a grant to our organization is simple — and can be one of the fastest ways to help us respond to urgent needs.
DAF gifts are often unrestricted, meaning we can apply them where they are most urgently needed — whether that’s responding to a disaster, shipping supplies to under-resourced clinics, or sustaining operations.
For more information, contact your financial planner or reach out to MedShare’s Michele Egan, Chief Development Officer, at 404-593-2067 or megan@medshare.org.
Appreciated Stock or IRA Funds
When you give appreciated stock or mutual funds instead of cash, you are able to avoid capital gains taxes that would be due if you had first sold the stock and then donated the proceeds. This is a smart way to give and save at the same time.
One of the key benefits of making a direct charitable contribution from your IRA is that the donation counts towards your Required Minimum Distribution (RMD). Please speak with your accountant or advisor about whether this strategy will work for you.
For more information, contact:
Michele Egan
Chief Development Officer
megan@medshare.org
Legacy or In-Honor Gifts
Leave a legacy that reflects your values and passions well beyond your lifetime by making a gift in support of your favorite cause through your will. It isn’t complicated or difficult, and MedShare can provide you with the appropriate information you’ll need to make a lasting impact.
You can also create a lasting memory by designating a gift to MedShare in your will in honor of a loved one.
For more information, contact:
Michele Egan
Chief Development Officer
megan@medshare.org
Real Estate or Business Interests
Gifts of Real Estate and Gifts of Business Interests benefit both MedShare and the donor as well. Almost any type of real estate may be donated to MedShare, including a personal residence, vacation residence, commercial buildings, undeveloped land, and farms. Giving a gift of real estate can be a highly effective philanthropic and financial planning strategy.
For more information, contact:
Michele Egan
Chief Development Officer
megan@medshare.org
