Planned Giving

Legacy gifts can help change the lives of those affected by sepsis for several generations to come. There are many ways to leave your legacy with Sepsis Alliance; gifts can be in wills, in retirement plans, in life insurance policies, or simply gifts of cash. Planned giving is easier than you think and still allows you to provide for loved ones and Sepsis Alliance at the same time. Regardless of how much or how little you have in assets, it’s important to remember that any gift to Sepsis Alliance can have a profound impact.

You can explore your planned giving options by reviewing our Planned Gift Guide.

Planned Gift Guide

Please contact Tom Heymann at theymann@sepsis.org for additional information on including Sepsis Alliance in your will or living trust.

Gifts of Stock and Appreciated Assets

There are many financial benefits to making a gift of appreciated stocks, bonds, or mutual funds that you have owned for at least one year. Not only will you pay no capital gains tax on the asset, but you also receive an immediate tax deduction for the fair market value of the securities you gifted. Below is an illustration that shows you would save $1,500 by making the same $10,000 gift using appreciated securities.

  Gift of Stock Gift of Cash
Gift Amount $10,000 $10,000
Income Tax Savings (25% Tax Bracket) $2,500 $2,500
Capital Gains Tax Avoided $1,500 None
Total Tax Savings $4,000 $2,500
Net Cost of Your Gift $6,000 $7,500

To learn more about making a gift of appreciated assets or other tax-saving estate gifts, please contact Tom Heymann at theymann@sepsis.org.

Memorials and Tribute Gifts

If you have a loved one who has been affected by sepsis, you can honor them by establishing a memorial or tribute gift in their name. This lasting tribute can be made through cash or appreciated securities and will make a difference to those who may be impacted by sepsis now and in the future.

Please contact Tom Heymann at theymann@sepsis.org for more information on creating a memorial gift at Sepsis Alliance.

For More Information:

If you do generously include us in your plans, please use our correct legal information and feel free to email us at info@sepsis.org. You can also reach us at (619) 232-0300.

Legal Name: Sepsis Alliance
Address: 1855 First Ave., Suite 102 San Diego, CA 92101
Federal Tax ID Number: 38-3110993