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Planned Gifts

You can support the Ozark Affiliate of Susan G. Komen for the Cure® in a variety of ways, including through your estate. Including the Komen Ozark Affiliate 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 the Affiliate to continue its mission of fighting breast cancer in its community.

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


You can also name the Komen Ozark Affiliate 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.

Below please find examples of specific language that you may use to name the Ozark Affiliate as a beneficiary of your will, trust, life insurance policy, retirement assets, or other contractual gift. If you, your attorney or financial advisor has any questions, please do not hesitate to contact us by calling 479-750-7465 or email us at info@komenozark.org.

A. GIFTS UNDER A WILL
The following language is an example of wording that may be used to name the Ozark Affiliate of Susan G. Komen for the Cure® as a beneficiary of your last will and testament.  You may either make a general or restricted gift to the Komen Ozark Affiliate for education, screening, or treatment support.  In addition such gift may be of a specific dollar amount or it may also be of a percentage of your estate.

If you wish to make a restricted gift to the Komen Ozark Affiliate, please contact us at the phone number or email address above prior to finalizing your gift. 

a.       GENERAL TESTAMENTARY GIFT: SPECIFIC MONETARY AMOUNT: I hereby give and bequeath _______________________ Dollars ($__________________) to the ______________ Affiliate of Susan G. Komen for the Cure, of Springdale, AR, to be used for general purposes. In the event the Ozark Affiliate of Susan G. Komen for the Cure is not in existence at the time of my death, then I hereby give and bequeath _______________________ Dollars ($__________________) to the national headquarters of Susan G. Komen for the Cure, of Dallas, Texas, to be used for general purposes in the former service area of the Ozark Affiliate of Susan G. Komen for the Cure.

b.       GENERAL TESTAMENTARY GIFT: PERCENTAGE OF RESIDUE OF ESTATE: I hereby give and bequeath ________ percent (_____%) of the rest and residue of my estate to the Ozark Affiliate of Susan G. Komen for the Cure, of Springdale, AR, to be used for general purposes.  In the event the Ozark Affiliate of Susan G. Komen for the Cure is not in existence at the time of my death, then I hereby give and bequeath ________ percent (_____%) of the rest and residue of my estate to the national headquarters of Susan G. Komen for the Cure, of Dallas, Texas, to be used for general purposes in the former service area of the Ozark Affiliate of Susan G. Komen for the Cure. 

c.       RESTRICTED TESTAMENTARY GIFT: SPECIFIC MONETARY AMOUNT: I hereby give and bequeath _______________________ Dollars ($__________________) to the Ozark Affiliate of Susan G. Komen for the Cure, of Springdale, AR, to be used for Springdale, AR.  In the event the Ozark Affiliate of Susan G. Komen for the Cure is not in existence at the time of my death, then I hereby give and bequeath _______________________ Dollars ($__________________) to the national headquarters of Susan G. Komen for the Cure, of Dallas, Texas, to be used for [insert donor restriction] in the former service area of the Ozark Affiliate of Susan G. Komen for the Cure. 

d.      RESTRICTED TESTAMENTARY GIFT: PERCENTAGE OF RESIDUE OF ESTATE:  I hereby give and bequeath ________ percent (_____%) of the rest and residue of my estate to the Ozark Affiliate of Susan G. Komen for the Cure, of Springdale, AR, to be used for [insert donor restriction].  In the event the Ozark Affiliate of Susan G. Komen for the Cure is not in existence at the time of my death, then I hereby give and bequeath ________ percent (_____%) of the rest and residue of my estate to the national headquarters of Susan G. Komen for the Cure, of Dallas, Texas, to be used for [insert donor restriction] in the former service area of the Ozark Affiliate of Susan G. Komen for the Cure. 

B. GIFTS FROM A TRUST
The following language is an example of wording that may be used in the event the Ozark Affiliate is named as a contingent beneficiary of a trust estate.  Please keep in mind that such gifts may also be restricted and may be of either a specific dollar amount or a percentage of the trust estate. 
[Insert contingency], the Trustee shall distribute ________________ Dollars ($__________________) to the Ozark Affiliate of Susan G. Komen for the Cure, of Springdale, AR, free and clear of trust, to be used for general purposes.  In the event the Ozark Affiliate of Susan G. Komen for the Cure is not in existence at the time of this distribution, the Trustee shall distribute _______________________ Dollars ($__________________) to the national headquarters of Susan G. Komen for the Cure, of Dallas, Texas, free and clear of trust, to be used for general purposes in the former service area of the Ozark Affiliate of Susan G. Komen for the Cure.

C. CONTRACTUAL GIFTS
The Ozark Affiliate may be named as the beneficiary of an asset that passes outside the terms of a will or a trust (e.g. life insurance, IRA, 401(k)).  In order to clarify the intention of the donor, the contractual instrument governing the asset should set forth the following as the official recipient of the gift:

The Ozark Affiliate of Susan G. Komen for the Cure, of Springdale, AR.  In the event the Ozark Affiliate of Susan G. Komen for the Cure is not in existence, then to the national headquarters of Susan G. Komen for the Cure, of Dallas, Texas, for the benefit of the former service area of the Ozark Affiliate of Susan G. Komen for the Cure.

D. GENERAL INFORMATION
Below please find some general information that may be beneficial to you in finalizing your estate plan.

Legal Name:    Ozark Affiliate of the Susan G. Komen Breast Cancer Foundation, Inc. d/b/a Ozark Affiliate of Susan G. Komen for the Cure®

Incorporation Details:
• 501(c)(3) organization, classified as a public charity, exempt from federal income tax
• Arkansas non-profit corporation
Mailing Address: PO Box 309, Springdale, AR 72764