Planned Giving

You can support Susan G. Komen® Greater Central & East Texas in a variety of ways, including through your estate. Including Komen Greater Central & East Texas® 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 Greater CETX to continue its mission to save lives and end breast cancer forever.

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

You can also name Komen Greater CETX 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 to you than others, so please consult with your attorney or financial advisor on which strategy would work best for you.

Click here to find examples of specific language that you may use to name Komen Greater CETX as a beneficiary of your will, trust, life insurance policy, retirement assets, or other contractual gift. If you, your attorney or financial advisor have any questions, please do not hesitate to contact us.

Gifts of Stock

Your broker can assist you in making a gift of stock via a direct transfer to Susan G. Komen Austin. Giving a gift of publicly traded stock that has increased in value and that you have owned for more than one year may provide greater tax benefits than giving cash. Your charitable income tax deduction is equal to the fair market value of the stock and you avoid paying the capital gains tax on any increase in the current value over the original cost of the stock. You may also save by not incurring brokerage fees because you are transferring ownership rather than selling the stock.

If you would like to Invest in the Cure® by donating stock, please note the following:

Brokerage House: UBS Financial Services
Account Name: Susan G. Komen for the Cure®
Account Number: LM 28345
Financial Advisor: Ryan Long
Telephone number: 800-323-8424
DTC Number: 0221

Please specify that the donation is for Susan G. Komen® Greater CETX. Let the Komen Greater CETX office know when a stock transfer is made so that we can properly acknowledge your gift and forward information for your tax deduction.

Kelly Newberg
Development Director
Susan G. Komen® Greater Central & East Texas
Austin Office