Planned Gifts

Planned Gifts

You may support the Chattanooga Affiliate of Susan G. Komen for the Cure® in a variety of ways, including through your estate planning. Incorporating Komen Chattanooga in your estate plan will not only assist you in reaching and achieving your own philanthropic and charitable giving goals, but it will also allow Komen Chattanooga to continue funding breast health education, screening and treatment programs as well as working to fulfill our mission of discovering and delivering the cures for breast cancer.

There are many charitable planned giving options available to you. For example, you can make a planned gift to Komen Chattanooga by naming Komen Chattanooga as a beneficiary of your last will and testament, life insurance policy or retirement plan.

You may also name Komen Chattanooga as a beneficiary of a charitable trust. Your attorney or financial advisor can advise you of the various types of charitable trusts and assist you in establishing a trust that is tailored to your personal needs.

Some of the above-mentioned planned giving strategies may have a greater tax benefit for you than others, so please consult with your attorney or financial advisor on which strategy would work best for you.

Below please find examples of specific language that you may use to name Komen Chattanooga as a beneficiary of your will, trust, life insurance policy, retirement assets, or other contractual gift. If you, your attorney or financial advisor has any questions, please do not hesitate to contact the Komen Chattanooga development department by calling 423-499-9155 or emailing Sheril Miller at smiller@komenchattanooga.org

1. GIFTS UNDER A WILL

The following language is an example of wording that may be used to name the Chattanooga Affiliate of Susan G. Komen for the Cure as a beneficiary of your last will and testament. You may either make a general or restricted gift to the Chattanooga Affiliate of Susan G. Komen for the Cure. In addition such gift may be of a specific dollar amount or it may also be of a percentage of your estate.

If you wish to make a restricted gift, please contact the Komen Chattanooga Development Department at the phone number or email address above prior to finalizing your gift.

• GENERAL TESTAMENTARY GIFT: SPECIFIC MONETARY AMOUNT: I hereby give and bequeath __________________________ Dollars ($_____________ ) to the Chattanooga Affiliate of Susan G. Komen for the Cure, of, located at 5600 Brainerd Road, Suite B22, Chattanooga, TN  37411, to be used for general purposes. In the event the Chattanooga Affiliate of Susan G. Komen for the Cure is not in existence at the time of my death, then I hereby give and bequeath __________________________ Dollars ($_____________ ) to the National Headquarters of Susan G. Komen for the Cure, of Dallas, Texas, to be used for general purposes in the former service area of the _____________ Affiliate of Susan G. Komen for the Cure.
• GENERAL TESTAMENTARY GIFT: PERCENTAGE OF RESIDUE OF ESTATE: I hereby give and bequeath _____________ percent (_____%) of the rest and residue of my estate to the Chattanooga Affiliate of Susan G. Komen for the Cure, of, located at 5600 Brainerd Road, Suite B22, Chattanooga, TN  37411, to be used for general purposes. In the event the Greater New York Ctiy Affiliate of Susan G. Komen for the Cure is not in existence at the time of my death, then I hereby give and bequeath _____________ percent (_____%) of the rest and residue of my estate to the National Headquarters of Susan G. Komen for the Cure, of Dallas, Texas, to be used for general purposes in the former service area of the Chattanooga Affiliate of Susan G. Komen for the Cure.
• RESTRICTED TESTAMENTARY GIFT: SPECIFIC MONETARY AMOUNT: I hereby give and bequeath __________________________ Dollars ($_____________) to the Chattanooga Affiliate of Susan G. Komen for the Cure, located at 5600 Brainerd Road, Suite B22, Chattanooga, TN  37411, to be used for [insert donor restriction]. In the event the Chattanooga Affiliate of Susan G. Komen for the Cure is not in existence at the time of my death, then I hereby give and bequeath _______________________ Dollars ($__________________) to the National Headquarters of Susan G. Komen for the Cure, of Dallas, Texas, to be used for [insert donor restriction] in the former service area of the Chattanooga Affiliate of Susan G. Komen for the Cure.
• RESTRICTED TESTAMENTARY GIFT: PERCENTAGE OF RESIDUE OF ESTATE: I hereby give and bequeath __________________________ percent (_____%) of the rest and residue of my estate to the Chattanooga Affiliate of Susan G. Komen for the Cure, located at 5600 Brainerd Road, Suite B22, Chattanooga, TN  37411, to be used for [insert donor restriction]. In the event the Chattanooga Affiliate of Susan G. Komen for the Cure is not in existence at the time of my death, then I hereby give and bequeath __________________________ percent (_____%) of the rest and residue of my estate to the National Headquarters of Susan G. Komen for the Cure, of Dallas, Texas, to be used for [insert donor restriction] in the former service area of the Chattanooga Affiliate of Susan G. Komen for the Cure.

2. GIFTS FROM A TRUST

The following language is an example of wording that may be used in the event the Chattanooga Affiliate is named as a contingent beneficiary of a trust estate:

[Insert contingency], the Trustee shall distribute __________________________ Dollars ($_____________ ) to the Chattanooga Affiliate of Susan G. Komen for the Cure, , located at 5600 Brainerd Road, Suite B22, Chattanooga, TN  37411, free and clear of trust, to be used for general purposes. In the event the Chattanooga Affiliate of Susan G. Komen for the Cure is not in existence at the time of this distribution, the Trustee shall distribute __________________________ Dollars ($_____________ ) to the National Headquarters of Susan G. Komen for the Cure, of Dallas, Texas, free and clear of trust, to be used for general purposes in the former service area of the Chattanooga Affiliate of Susan G. Komen for the Cure. 

3. CONTRACTUAL GIFTS

An Affiliate may be named as the beneficiary an asset that passes outside the terms of a will or a trust (e.g. life insurance, IRA, 401(k)). In order to clarify the intention of the donor, the contractual instrument governing the asset should set forth the following as the official recipient of the gift:

The Chattanooga Affiliate of Susan G. Komen for the Cure, located at 5600 Brainerd Road, Suite B22, Chattanooga, TN  37411. In the event the Chattanooga Affiliate of Susan G. Komen for the Cure is not in existence, then to the National Headquarters of Susan G. Komen for the Cure, of Dallas, Texas, for the benefit of the former service area of the Chattanooga Affiliate of Susan G. Komen for the Cure.

4. GENERAL INFORMATION

Below please find some general information that may be beneficial to you in finalizing your estate plan.

Legal Name: The Chattanooga Affiliate of the Susan G. Komen Breast Cancer Foundation, Inc. d/b/a The Chattanooga Affiliate of Susan G. Komen for the Cure

Incorporation Details

• 501(c)(3) organization, classified as a public charity, exempt from federal income tax
• Delaware non-profit corporation

Mailing Address:
The Chattanooga Affiliate of Susan G. Komen for the Cure
5600 Brainerd Road, Suite B22, Chattanooga, TN  37411

Attention: Sheril Miller / Development Department