Americans have a rich history of supporting charitable organizations. Charitable gifts can be made at any time - now, later in life, or at death. Some gifts stretch over an extended period. We at The Michigan / Indiana Affiliate thank you for the help you give us every year. We provide education and support, year to year because of your generosity.

We receive many inquires each month about how you can set up programs to either gift now or how you can set up your estate plan so Lupus Alliance receives part of your estate once you are gone. There are many ways you can help the Michigan / Indiana Affiliate.

1. Donate using a systematic investment program right for your checking or savings account. You won’t have to worry about taking a big hit at the end of the year and the Michigan / Indiana Affiliate can depend upon income from your generosity.

2. Donate appreciated stock or real estate. You will get an income tax write off on the entire value of the gift and pay no capital gains tax.

3. Donate to Michigan / Indiana Affiliate by including us in your will or trust. You can specify a certain dollar amount or percentage of your estate.

Remembering the Lupus Alliance in your will you can leave a legacy of support that will
endure by including the us in your estate plans

To make a bequest of cash or other property to the Lupus Alliance, your will (or supplemental codicil, if you do not wish to write a new will), should state:

"I give and bequest to the Michigan Lupus Alliance Inc., a nonprofit corporation under the laws of the state of Michigan and having its principal office at 26507 Harper Ave., St. Clair Shores, MI 48081, the sum of $_________ or ________percent of the rest, residue and remainder of my estate to be used for the general purposes of the organization."

A bequest to the Lupus Alliance of America is fully deductible for estate tax purposes.

4. Donate by naming the Lupus Alliance as a beneficiary on you retirement plan or IRA investments. It’s easy to implement and you can designate the entire amount or just a percentage of your account. Talk to your Human Resources Department or Financial Professional for the proper forms.

5. Donate a new or existing life insurance policy. If you have a policy you no longer need you may be able to deduct the cash value of that policy on you income taxes. Or the premiums you pay on a new or existing policy may be tax deductible if structure properly.

6.Charity Motors. Donate your used car to Charity Motors for a tax deduction & choose the Lupus Alliance as the designated charity 313-225-1000

7.Community Charities of Michigan

9.Your Local United Way (You must designate the Lupus Alliance)

These are just a few ideas on how you can set up a gifting program. There are many alternatives that can fit your needs. We do have a contact to help you evaluate the various options you have. Jeanne Gonyer is an Associate of AXA Advisors and a member of the Lupus Alliance. To set up an absolutely no obligation gift planning consultation you may contact Jeanne directly at (734) 414-8900. Or, if you prefer, you may call our office at (586) 775-8330 and we will have Jeanne call you to set up an appointment.

Remember, if you don’t take the time to do your planning the court system will do it for you after you are gone. You may disinherit a family member or foundation you wanted to give to. We thank you for your help. We look forward to serving you until a cure is found.