Planned Giving

Including DBSA in your planned giving is a meaningful way to provide the gifts of education and support to those with mood disorders. You have an opportunity to provide not only for your family and friends, but also for charity. Besides cash, you may also leave stocks, bonds, and other types of property to DBSA.

If you have designated, or wish to designate DBSA as a recipient in your planned giving document, you will be enrolled in the Dr. Jan Fawcett Heritage Society. Named after the founder of DBSA, a prominent psychiatrist and researcher, the Society recognizes those individuals who will provide for DBSA in the future.

A planned gift often provides generous tax advantages. Your estate planning should be done in consultation with an attorney and tax advisor who can help you prepare a document that is legally sound and provides the maximum tax benefits.

If you have included DBSA in your estate planning, please send us an original, signed letter detailing your provisions for DBSA and provide us with your attorney’s contact information (name, address, and telephone number).

If you would like to donate stock to DBSA, please send us an original, signed letter detailing the name and type of securities, number of shares, and provide us with your broker’s contact information (name, company, address, and telephone number).

The following information may be necessary to assist you and/or your broker in this process:

DBSA’s broker contact information is:

George Wenthe                                  Branch PNJ8
Wachovia Securities                           DBSA Account 2495-6310
1410 Third Avenue
Spring Lake, NJ 07762-9951
732/282-2500

If you would like additional information about planned giving, contact the DBSA Development Department at 730 N. Franklin Street, Suite 501, Chicago, IL 60610-7204, or phone 800/826-3632, or email at development@DBSAlliance.org.

Thank you for having the foresight to help DBSA continue our vital work into the future.

Funds donated to DBSA are carefully allocated as is demonstrated by our efficiency rating of 85%. This means that 85% of our total expenses are devoted solely to programs. DBSA is a not-for-profit Illinois corporation qualified under section 501(c)(3) of the Internal Revenue Code. All gifts are deductible based on federal IRS regulations. Please consult your tax advisor for more information. DBSA’s federal tax identification number (FEIN) is 36-3379124. Please contact the office at giving@DBSAlliance.org, or (800)826-3632 if you have any questions.