ALWAYS speak first with your financial planner about designing your finances to support the people and causes you love. 

Once you've decided you'd like to give the SPR Research and Education Foundation, feel free to contact Jennifer Boylan, the SPR Foundation's Managing Director, if you have any questions or want more information. 

Members of the Society have organized several campaigns in honor of SPR members in support of specific programs. These funds are listed below.  Unrestricted Memorial, Honorary and Celebratory Donations are always accepted and will be recognized at the Society's annual meeting.  

The Heidi Patriquin Fund 

In memory of Dr. Heidi Patriquin, a much-beloved and respected member of the Society, who passed away in November 2000. The donations to this fund are designated to support the Heidi Patriquin International Fellowship for Education. 

Donations to this Fund can be made by selecting that option in the online donation site or by sending a check and note to: 

The SPR Research and Education Foundation
Heidi Patriquin Fund
1891 Preston White Drive 
Reston, VA 20191  

The Jack O. Haller Fund 

In memory of Dr. Jack O. Haller, a loved and respected member of the Society, who passed away in June 2004. The donations to this fund are designated to support the Jack O. Haller Award for Excellence in Teaching  

Donations to this Fund can be made by selecting that option in the online donation site or by sending a check and note to: 

The SPR Research and Education Foundation
Jack O. Haller Fund
1891 Preston White Drive 
Reston, VA 20191  

Just takes a simple designation in your will or trust and costs nothing during lifetime. They are easy and revocable if situation changes.

Avoids probate. Just name the SPR Research and Education Foundation as a beneficiary.

A simple agreement that can increase your cash flow from a gift that provides guaranteed fixed payments for life.

Based on age may be two or three times higher than your cash return on low-earning securi-ties or CDs.

Donate policy and deduct future premium payments, or just name the SPR Research and Education Foundation as policy beneficiary. Individuals typically pay less than $1 for $1 of coverage.

Great tool for selling assets tax-free and receiving income for life; the remaining assets go to SPR Research and Education Foundation. It provides steady cash flow and can be more beneficial than keeping an asset or selling it outright.

Retirement funds paid to your kids at your passing can get hit with income and estate taxes, but are tax-free to SPR Research and Education Foundation. Funds left to children may be hit with income and estate tax of 70% or more.

You greatly reduce or avoid estate tax on trust assets passing to family... if some trust income goes to SPR Research and Education Foundation for a few years. Trust provides generous estate and gift tax deductions for wealth transferred to family at a more mature age.

A “Lifetime Bequest” is a combination of a gift or pledge now plus an estate gift later to facilitate and maximize the impact of your giving.

Charitable Bequest in your will or trust, or Beneficiary Designation in your IRA or other retirement plan, life insurance policy, bank or brokerage account.

 

You can request a naming opportunity (e.g. name a fund or project in memory of a loved one) in exchange for your binding commitment.