Estate Giving / Gifts of Stock
Remembering the Choroideremia Research Foundation in your estate or with a planned gift will strengthen research efforts to find treatments and a cure so that future generations may never experience vision loss caused by CHM. The information below provides several examples of planned gifts but should not be taken as financial advice; please consult your personal financial advisor for additional information.
A bequest is a gift from your estate or will—a transfer of cash, securities, or other property made through your estate plans. You can make a bequest to the Choroideremia Research Foundation by including language in your will or living trust leaving a portion of your estate to CRF. Bequests can be made for a specific amount, for a percentage of your estate, or for all or a portion of what is left after you have made bequests to your family. To make a gift from your estate, you must sign a new will or living trust instrument, add a codicil to your present will, or make an amendment to your present trust instrument.
You can also designate CRF as a beneficiary of a retirement plan or life insurance policy. To do so, contact the retirement plan administrator or life insurance company and complete the appropriate beneficiary designation form.
Your gift can be electronically transferred to the Choroideremia Research Foundation.
Please provide your broker with the following information about the Choroideremia Research Foundation’s account:
- Broker Name: JP Morgan Clearing Corporation (Phone Number: 800 392 5749)
- Transferring agent: JPMCC
- Name on account: Choroideremia Research Foundation
- Choroideremia Research Foundation Account # 73327304
- Choroideremia Research Foundation DTC (Depository Trust Corp) # 0352
- Choroideremia Research Foundation Tax ID: 04-3511754
Notify the Choroideremia Research Foundation so that we can accurately identify, allocate and acknowledge your gift.
IRA Charitable Contribution
An IRA Charitable Contribution allows you to meet your Required Minimum Distribution (RMD) requirements without adding to your taxable income. This benefits you while supporting the important work of the Choroideremia Research Foundation.
Choroideremia Research Foundation Board member Michael Mullen has shared this IRA Pamphlet for informational purposes. Michael Mullen is Senior Vice President at Morgan Stanley Wealth Management in Indianapolis, IN. (Your financial advisor can provide similar information on request.) Ask your IRA administrator how best to proceed, because the process can vary from firm to firm.
For more information on making a bequest, gift of stock, gift of life insurance or IRA, please contact Kathi Wagner, CRF’s Executive Director, by email or (800) 210-0233, Ext 5.