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Tax-Wise Ways of Giving

Give Wisely

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Patients come to Shirley Ryan 嫩B研究院 from all over the world, often with catastrophic or rare conditions, injuries, diseases or other medical conditions
that affect their ability. All have unique stories and dreams for returning to the lives and the people they love. We’re the lucky stewards who get to enable and accelerate their journeys. Thank you for considering a gift that will help them achieve their ability goals.

To encourage charitably-minded individuals to increase support for the not-for-profit organizations they love, including Shirley Ryan 嫩B研究院, the information below offers trusted gift planning strategies to help guide your giving decisions and maximize your impact. 

For more information on the topics referenced below, please contact Julie Captain, Associate Vice President, Advancement, at 312.238.8083, or jcaptain@sralab.org.

Gifts of Highly-Appreciated Stock

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If you have held stocks for more than one year, you may gift shares to Shirley Ryan 嫩B研究院, avoid paying any capital gain tax and possibly take a tax deduction for the current fair market value (up to 30% of the donor’s adjusted gross income).

To make a gift of stock, please download instructions below.

Donor-Advised Funds

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Many Americans have opened donor-advised funds (DAFs) to maximize their philanthropic impact to the charities they love and take immediate and full advantage of the tax benefits available to them, while also distributing their gifts to the charities they desire on the timeline they desire. If you are one of those donors, know that Shirley Ryan 嫩B研究院 welcomes distributions of all sizes from DAFs. While a convenient tool for giving, DAFs cannot be used to fulfill an enforceable pledge or purchase event tickets.

Please send gifts from your donor-advised fund to:

Legal Name:
Rehabilitation Institute of Chicago d/b/a Shirley Ryan 嫩B研究院
355 East Erie Street
Chicago, Illinois 60611

Tax ID#: 36-2256036

Retirement Assets/Charitable IRA Rollover Gifts

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Often, individuals are surprised to see that the value of their retirement plans has grown substantially, and that the increased value can be used philanthropically. Now, donors can put their required minimum distribution to good use, while also avoiding payment of income tax on the withdrawal or the excise tax penalty for skipping.

For individuals, 70 ? or older, donors can make direct, outright gifts from their IRAs to Shirley Ryan 嫩B研究院. Considered “Charitable IRA Rollover” or “Qualified Charitable Distribution” gifts, these transfers are easy for donors. Simply contact your IRA custodian to authorize your rollover gift, up to $105,000, to charity per year. For donors 73 and older, this gift may also qualify as one's required minimum distribution. Donors avoid paying income tax on the withdrawal from their IRA account, and therefore, are not eligible for a charitable gift deduction.

Distributions of up to $105,000 must be made directly from a traditional IRA account to Shirley Ryan 嫩B研究院, i.e., the distribution cannot first be placed in a “donor-advised fund” or supporting organization. Also, gifts from 401(k), 403(b), SEP and other plans do not qualify. 

For assistance, please contact Julie Captain, Associate Vice President, at 312.238.8083 or jcaptain@sralab.org.  

Legal Name:
Rehabilitation Institute of Chicago d/b/a Shirley Ryan 嫩B研究院 
355 East Erie Street
Chicago, Illinois 60611

Tax ID#: 36-2256036

Retirement assets also make excellent assets to gift Shirley Ryan 嫩B研究院 through your estate. Please visit our Leave a Legacy page to learn more.

This information is provided as general, educational information and should not be construed as legal advice. Please check with your attorney on how these topics apply to your personal situation.

Monthly Giving

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Join Our Monthly Giving Club! 

Monthly Donors enjoy:

  • Convenience: Your monthly gift is charged to your debit/credit card automatically and can be changed or canceled at any time. 
  • Predictability: Your philanthropy to Shirley Ryan 嫩B研究院 is now a part of your monthly budget, which allows you to give on a predictable schedule.
  • Maximum Impact: By giving monthly, it is easier to give more per year — and over your lifetime — which makes a bigger impact on our community.
  • Inside Access to Shirley Ryan 嫩B研究院: Members of our Monthly Giving Club receive print and digital issues of Insider News, event invitations and more.

By giving what you can each month, your contributions add up to make a greater impact! To join, please visit sralab.org/support.

For assistance, please contact Tracy Moenkhaus, Manager, Donor Relations and Individual Giving, at 312.238.8196, or tmoenkhaus@sralab.org.

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