Estate Planning

Two Family Legacies

Read how the Geczik family created a lasting legacy to support PNH research. The Gecziks sought to use the proceeds of their life’s work to help “eradicate PNH.”

Learn how Dr. Michael Greenberg honors the memory of his daughter, Alexandra Jane with a gift that is “a reflection of the need going forward and the continuing research that must follow."

The Aplastic Anemia & MDS International Foundation (AA&MDSIF) is the world's leading nonprofit health organization dedicated to supporting patients and families living with aplastic anemia, myelodysplastic syndromes (MDS), paroxysmal nocturnal hemoglobinuria (PNH), and related bone marrow failure diseases. Every day, AA&MDSIF provides answers, support, and hope to thousands of patients and their families around the world. With a planned gift, you can help AA&MDSIF provide education and support services, medical research, advocacy, and public awareness for generations to come. 

Planned gifts offer many ways to enhance your financial security and fulfill your charitable goals, including bequests in wills or trusts, designating the Aplastic Anemia & MDS International Foundation as a beneficiary of IRA/retirement plan accounts or life insurance policies. Some planned gifts provide a lifetime income to the donor and/or others.  Always rely on your attorney or other qualified advisors to guide you through the estate planning process.

Gifts of Appreciated Stock

A gift of appreciated securities, including stocks or bonds, is an easy way for you to make a gift.  In doing so, you may avoid paying capital gains tax, receive a charitable tax deduction, and enjoy possible increased income while furthering Planned Givingthe AA&MDSIF mission.  Make your gift by electronic transfer.  Please contact us for delivery instructions to make a transfer from your brokerage account to us. 

Sample Bequest Language

Bequests may be made to provide a specific gift amount, a percentage of your estate, or a percentage of your estate that is left over (the residue) after all other charitable or non-charitable gifts have been made.    Bequests can support a specific program or general purposes by AA&MDSIF and can also be made in tribute of a loved one.

I give, devise, and bequeath $________(amount) or _____% (percentage or residue of my estate) to the Aplastic Anemia & MDS International Foundation (AA&MDSIF), 100 Park Avenue, Suite 108, Rockville, MD, 20850, a not-for-profit corporation for (specific fund or purpose or) its charitable uses as directed by its Board of Directors.  [optional language – This gift is made in memory/honor of PERSON's NAME.]

Special tax-free gift option for 2014

For those over age 70½, it is once again possible to make tax-favored charitable gifts from traditional and Roth IRA accounts. On December 19, legislation was signed into law that extends this special opportunity for gifts completed in 2014. Amounts given in this way will count toward 2014 required IRA withdrawal amounts. A total of up to $100,000 can be transferred directly from traditional or Roth IRAs to AA&MDSIF free of federal income tax. There may also be state income tax savings. To make such gifts, it is important to not withdraw funds prior to a gift, but distribute them directly from an IRA to one or more qualified charities. For those with check writing privileges on their accounts, this may be the most efficient way to make gifts directly from an IRA. Check with us, your IRA administrator, or your advisors for more information.

Request a FREE Personal Estate Planning Record

This booklet helps you record important information, titles, certificates, your will, and other documents. To receive a FREE copy, contact Nila Vehar by email or phone (301) 279-7202 x113.

You can also learn more about how to support the work of the Aplastic Anemia & MDS International Foundation through a gift from your will or estate.  

AA&MDSIF is a 501 (c) 3 non-profit organization.

Members of the Guardians of Hope Society have established planned gifts for AA&MDSIF in their estate plans.