Outlook: Newsletter of the Society of Behavorial Medicine

Winter 2021

‘Tis the Season for Giving

Marian Fitzgibbon, PhD, Past-President and Development Committee Chair; David Conroy, PhD, President; Margaret Schneider, PhD, President-Elect; and Monica Baskin, PhD, Immediate Past-President


The holiday season has arrived! The season of cold, snow, love, family, and giving. There is no better way to end the year than by giving back to your SBM community and professional home. SBM created the Proven Science—Better Health GIVING Campaign so that we can give back to our members all year long.

Support SBM this holiday season! There are multiple ways to support SBM and we want to help you find the way that works best for you.
 

Make a Gift Now

 

Stock Donations

Did you know that stock gifts can give your family a big tax benefit even in a fluctuating market? Stock gifts are the most tax-efficient way for many to give. Appreciated stock gifts receive both a full income tax deduction and eliminate capital gains taxes for those stocks without changing your portfolio.1 Many supporters choose to take advantage of this especially smart way to give.

Make a stock donation this giving season: https://www.sbm.org/UserFiles/SBMStockTransferForm.pdf

 

Qualified Charitable Distributions (QCDs)

QCDs or IRA Charitable Rollover Gifts are tax-free gifts transferred directly from your IRA account to SBM. If you’re over 70 ½ years old, making a QCD is a great option to lower your income taxes while doing good for others. QCDs count toward your Required Minimum Distribution (up to $100,000), effectively lower your adjusted gross income and bring about many tax benefits, including eliminating itemized gifts.2

To get started on your QCD, contact SBM Development Manager, Eli Rehorst, at erehorst@sbm.org.

 

Utilize your Donor-Advised Fund

A donor-advised fund account is a simple, tax-savvy investment solution for charitable giving.3 Through your donor-advised fund, you can make a contribution to SBM without paying capital gains taxes.

 

Corporate Matching Gifts

Did you know that an estimated $4-$7 BILLION in matching gift funds goes unclaimed each year?4 By making a gift to SBM, you can request a matching gift from your employer who will then make their own donation. Over 18 million individuals work for companies with matching gift programs. Maximize your impact by taking advantage of your corporate philanthropy program!

Check to see if your employer matches gifts before making your end of year donation and write in your matched gift here: https://www.sbm.org/UserFiles/SBMDonationPledgeForm.pdf

However you decide to make your end of year gift, just know that we’re so glad you did. From the bottom of our hearts, we thank you and wish you a Happy Holidays!
 

 

References

  1. Freewill 2021 Stock Report: https://www.freewill.com/
  2. Freewill 2021 QCD Report: https://www.freewill.com/
  3. Schwab Charitable Donor-Advised Fund: https://www.schwabcharitable.org/donor-advised-funds
  4. Double the Donation: https://doublethedonation.com/tips/matching-grant-resources/matching-gift-statistics/