Establish Your Legacy
You can make an unrestricted donation of any amount to the STFM Foundation Endowment.
Unrestricted bequests are especially valuable as they permit the use of funds where they are most beneficial and urgently needed at the time they are received.
- Easy. A few sentences in your will complete the gift.
- Revocable. Your bequest can be revoked at any time if your circumstances change. Simply keep the STFM Foundation informed of any changes specifically related to the bequest.
- Versatile. You can bequeath a life insurance policy, retirement plan, securities, cash, charitable remainder trust for a specific amount, bequeath a gift contingent on certain events, or gift a percentage or the remainder of your estate.
- Tax-friendly. Your estate is entitled to estate charitable deductions for gifts to qualified charitable organizations, like the STFM Foundation.
Become a Member of the Legacy Society
The STFM Foundation has created a Legacy Society to honor and celebrate individuals who put STFM in their wills and other estate planning mechanisms, while they are still alive.
To be accepted into the Legacy Society, an individual must show documentation of putting the STFM Foundation in his/her will. Documentation of the amount of the bequest is not required.
If you’ve named the STFM Foundation as a beneficiary of your estate, contact Stacy Brungardt, CAE, STFM Foundation executive director, to become a member of the Legacy Society.
How to Get Started
Talk to your financial advisor: All charitable gifts should be directed to the Society of Teachers of Family Medicine Foundation. Tax ID number is 51-0187107.
Sample bequest language: “I give, devise and bequeath to the STFM Foundation, Leawood, KS, $______ or_____% of my residuary estate, to provide endowed support for STFM Foundation to sustain its highest priorities.”
Make the STFM Foundation your designated beneficiary: You can name the STFM Foundation as a beneficiary of retirement accounts, insurance policies, or other financial accounts. Contact the account or policy administrator for the appropriate designation form.
Questions? We would be happy to consult with you on your particular needs, questions, or concerns. Contact Mindy Householder, STFM Foundation development manager.