Planned Giving Opportunities

A gift of long-term appreciated stock, bonds or mutual funds can be a tax-efficient way to support the National Strength and Conditioning Association Foundation. When you donate appreciated stock you’ll generally take a tax deduction for the full market value and avoid paying capital gains taxes.

If your securities have depreciated it may be to your advantage to sell them and then give the proceeds to the National Strength and Conditioning Association Foundation. This may allow you to claim the loss when you file your taxes next April and take the charitable deduction for your gift.

Benefits of gifts of stock 

• Avoid paying capital gains tax on the sale of appreciated stock
• Receive a charitable income tax deduction
• Your gift of stock will help further the work and mission of the National Strength and Conditioning Association Foundation immediately! 

How to make a gift of stock 

Donating a gift of stock to the National Strength and Conditioning Association Foundation is easy. If your stock is held in a brokerage account, simply instruct your broker in writing to electronically transfer the shares to the National Strength and Conditioning Association Foundation. For address and banking information, please contact the National Strength and Conditioning Association Foundation at: Foundation@nsca.com

You may be looking for a way to make a big difference to sustain or maybe even expand the National Strength and Conditioning Association Foundation mission. 

IRA distribution to the NSCA Foundation at the death of the account holder, from retirement plans can be subject to both income and estate taxes. In a large estate, these taxes can leave less than 30 cents on the dollar of the plan’s balance for your children or other heirs (this can be up to 60%-70% of your retirement assets). As a nonprofit organization, we are not taxed upon receiving IRA or other retirement plan assets.

By naming the National Strength and Conditioning Association Foundation as the beneficiary of the remainder of your retirement assets, 100% of the plan’s balance is available for the National Strength and Conditioning Association Foundation’s use. 

Benefits of gifts of IRA Charitable Rollover 

• Your heirs would avoid income tax on any retirement assets funded on a pre-tax basis
• Receive potential estate tax savings from an estate tax deduction
• Satisfy your required minimum distribution (RMD) for the year
• Reduce your taxable income, even if you do not itemize deductions
• Your IRA Charitable rollover will help further the work and mission of the National Strength and Conditioning Association Foundation immediately! 

How to make a gift of retirement assets 

To make an IRA charitable rollover, or to name the NSCA Foundation as the beneficiary of a retirement account at your death, contact your IRA plan administrator.

Donors elect to name endowments to honor family members, coaches, mentors, professors or to create a personal legacy. A gift of an endowment ensures financial health for the Foundation.

Endowed gifts are invested directly, with the generated income used to ensure regular funding levels for programs of the Foundation that the donors specifies. The principal gift is never touched, but continues to generate income in perpetuity.

Benefits of gifts of an Endowment 

• Will ensure regular funding levels for programs you are passionate about
• A permanent tribute to the donor and extend your values for future generations  

How to set up an Endowment 

• Complete a National Strength and Conditioning Association Foundation endowment agreement. This document can be requested by emailing Foundation@nsca.com.

A gift of your life insurance policy is an excellent way to make a gift to the National Strength and Conditioning Association Foundation. 

If you have a life insurance policy that has outlasted its original purpose, consider making a gift of your insurance policy. For example, you may have purchased a policy to provide for minor children and they are now financially independent adults. 

A donor can designate the National Strength and Conditioning Association Foundation as a beneficiary to a new or existing life insurance policy. 

Benefits of gifts of Life Insurance 

• If the National Strength and Conditioning Association Foundation retains the policy to maturity, you may receive additional tax deductions by making annual gifts so that we can pay the premiums.
• If the National Strength and Conditioning Association Foundation cashes in the policy, you will be able to see firsthand how your gift supports our charitable work.
• If the National Strength and Conditioning Association Foundation retains the policy to maturity, or you name us as a beneficiary, once the policy matures, the proceeds of your policy will be paid to our organization so that we can use the proceeds to further our charitable work.
• Your gift of life insurance will help further the work and mission of the National Strength and Conditioning Association Foundation immediately! 

How to make a gift of life insurance 

For existing policies, you must notify your plan’s administrator and request a change of beneficiary form. On this form, you will then designate the National Strength and Conditioning Association Foundation (Federal Tax ID#26-0587834) as your primary or contingent beneficiary. 

For new policies, when completing your application, you will designate the National Strength and Conditioning Association Foundation (Federal Tax ID#26-0587834) as your primary or contingent beneficiary.  

A bequest is one of the easiest gifts to make. With the help of an advisor, you can include language in your will or trust specifying a gift (percentage, specific dollar amount or remaining balance) be made to family, friends or the National Strength and Conditioning Association Foundation as part of your estate plan. Through this type of planned giving, you will be able to leave a legacy!

Benefits of a Bequest 

• Lessen the burden of taxes on your family
• You may receive estate tax savings
• Your gift will help further the work and mission of the National Strength and Conditioning Association Foundation immediately! 

How to make a gift in your estate plan   

Work with a legal professional on creating or updating your will or trust to include the appropriate language to specify how you would like to include the National Strength and Conditioning Association Foundation. Sample language can be found below:

Residual Bequest-Funds are distributed after your estate expenses and specific bequests are paid. 

I give and devise to the National Strength and Conditioning Association Foundation, Federal Tax ID #26-0587834, located in Colorado Springs, Colorado, all (or state a percentage) of the rest, residue and remainder of my estate, both real and personal, to be used for its unrestricted use (or to a specific National Strength and Conditioning Association Foundation program you are passionate about).   

Specific Bequest
I give and devise to the National Strength and Conditioning Association Foundation, Federal Tax ID #26-0587834, located in Colorado Springs, Colorado, the sum of $_____________ to be used for its unrestricted use (or to a National Strength and Conditioning Association Foundation program you are passionate about).  

Contingent Bequest 

The National Strength and Conditioning Association Foundation can be named as a contingent beneficiary in your will or personal trust if one or more of your specific bequests cannot be fulfilled: 

If (insert name) is not living at the time of my demise, I give and devise to the National Strength and Conditioning Association Foundation, Federal Tax ID #26-0587834, the sum of $_____________ (or all or a percentage of the residue of my estate) to be used for its unrestricted use (or to a National Strength and Conditioning Association Foundation program you are passionate about).