Planned gifts are an important way individuals can help the National Multiple Sclerosis Society achieve a world free of MS. Gifts to the Ohio Buckeye Chapter fund essential programs and services for approximately 18,000 people with MS and their families in the Ohio Buckeye Chapter area.

Until a cure is found, we will remain committed to ensuring that we address the challenges of each person whose life is affected by MS. Planned gifts are crucial to helping us improve the quality of life for people with MS and their families.

Please note that gifts of this nature should be carefully considered in relation to your comprehensive financial and estate plans. The National Multiple Sclerosis Society does not give legal or tax advice. You should consult an attorney or financial planner prior to making a planned gift due to state laws, changing tax codes, and other issues affecting planned gifts.

Tax Saving Options

If you would like information on any of the following giving avenues, please click the link below or contact Janet Kramer at 800-667-7131:

• Gifts of Stock
• Bequests
• Charitable Gift Annuities
• Charitable Lead Trusts
• Charitable Remainder Trusts
• Insurance or Retirement Plans

You may restrict the funds contributed through your planned gift to a particular local program or to research.

How does the donor benefit?

In addition to the satisfaction of making a planned gift, donors may be able to accomplish some of the following financial goals:

Increase Income
Leverage assets tax-free
Control the charitable gift
Better serve heirs through estate planning

The Attorney's Role

The services of an attorney whose practice is devoted exclusively or largely to estate and charitable gift planning are essential in drawing up or revising a will, establishing a charitable remainder trust, or advising you in the best estate-planning strategies. Your wishes pertaining to your heirs, charitable contributions, minimization of estate taxes, personal income needs and other estate planning issues are best addressed by professionals who are well-versed in estate and tax law.

For additional information or personal assistance, please contact Janet Kramer at 800-667-7131.

IRA Rollover Extended
As you know, President Bush signed a $700 billion economic bailout bill (H.R. 1424, The Financial Rescue Package), which includes a two-year extension of the IRA Rollover provision.

The provision will be made retroactive to Jan. 1, 2008, and will apply to gifts made from that date through December, 31, 2009.

The provision exempts from taxable income any funds transferred ("rolled over") from an Individual Retirement Account (IRA) to a charitable organization. The following limitations apply:

• The donor must be age 70 1/2 or older
• The cap on the annual IRA rollovers is $100,000
• The contribution must be a direct gift to a charity (no planned gifts)