Make A TAX-DEDUCTIBLE Donation Today
Purpose, Planning, and Tax-Advantaged Opportunities
Generous gifts from OTA members help advance our mission; whether you support research, global outreach, or support scholarships to provide access to education, your charitable gifts have+ the power to transform musculoskeletal trauma care and enhance patient outcomes worldwide.
You can create a strategic giving plan to the OTA while also receiving significant tax and estate planning benefits. The following giving methods allow you to make meaningful contributions to the OTA while maximizing financial flexibility:
Qualified Charitable Distributions (QCD’s): Members who are 70 ½ + years can donate up to $108,000 annually. Funds can be rolled from a 401(k) plan to an IRA and then directly transferred to the OTA. This charitable option also satisfies your Required Minimum Distribution (RMD’s) and reduces your taxable income.
Donor Advised Funds (DAF): Make an irrevocable gift to a Donor Advised Fund manager and receive an immediate tax deduction. Through this simple and flexible giving strategy, you can recommend grants to the OTA over time while invested funds grow tax-free.
Appreciated Securities: Donate publicly traded stocks, mutual funds, or exchange traded funds (EFT’s) held longer than one year. You can avoid capital gains tax and receive a deduction for the fair market value.
Life Insurance Policies: Get a current year deduction for the policy’s value or premium payments by naming the OTA as a beneficiary or by irrevocably transferring ownership of the policy to the OTA.
Retirement Plans: Avoid an income tax impact on your heirs; by updating your beneficiary designation, you can donate a portion or your full 401(k)s, IRA’s and other tax-deferred accounts to the OTA.
Charitable Lead Trust (CLT): Reduce estate and gift taxes on transferred wealth by providing income to the OTA for a fixed duration and then the remaining assets can be passed along to your chosen beneficiaries.
Charitable Gift Annuities (CGA’s): Make a charitable gift to the OTA and receive fixed income for life. Receive an immediate charitable deduction and partially tax-free income. After your lifetime, the remainder will support OTA initiatives.
How to Get Started:
- Talk to your advisor: Discuss these strategies with your financial planner, attorney or tax professional
- Define your goals: Clarify your charitable vision – whether supporting OTA Research, Education or Global Outreach
- Review your assets: Identify opportunities to give through IRA’s securities, insurance or other holdings
- Plan your timing: Consider donating to the OTA monthly, quarterly, annually or in support of an extraordinary campaign initiative
- Update your estate plans: Your long-term legacy can be reflected in your passion for orthopaedic trauma. Ensure the OTA is included in your will, trust or beneficiary designations.
The future of the OTA’s work depends on our members also becoming donors – leading the way and making the commitment to shape the future of orthopaedic trauma. Your strategic philanthropic giving through annual giving or an impactful legacy gift ensures injured patients, worldwide, receive the highest level of care. Together, we’re advancing and transforming orthopaedic trauma care – now and for generations to come.
I invite you to join me in this meaningful endeavor and thank you for your consideration.
Regards,
Robert Probe, MD
Chair, Fund Development
For more information on the OTA Gift Acceptance Policy and how to make a gift of Appreciated Securities, please see the links below: