TREO Legacy: Smart Ways to Give
Make a Lasting Impact Through Thoughtful Giving
Your generosity helps the TREO Foundation advance research, education, and awareness to improve the future of obesity care.
While you can make a gift online at any time, there are other meaningful, and potentially tax-smart-ways to support TREO’s mission. Explore the giving options below to find the approach that works best for you.
Smart Ways to Give
Donor-Advised Funds (DAFs)
Put your charitable dollars to work.
A donor-advised fund offers a convenient, flexible way to support the causes you care about. If you have an established DAF, you can recommend a grant to the TREO Foundation to help advance our mission.
Contact your DAF sponsoring organization or financial advisor to recommend a gift to TREO.
Gifts of Appreciated Stock
Make a greater impact with your investments.
Donating appreciated stocks or securities can be a tax-efficient way to support TREO. Depending on your circumstances, you may be able to avoid capital gains taxes on the appreciation and qualify for a charitable deduction.
A gift of stock helps TREO invest in critical research, education, and programs that advance obesity care.
Qualified Chartable Distributions (QCDs)
Make your IRA work for a cause you believe in.
If you are age 70½ or older, you may be eligible to make a tax-free charitable distribution directly from your IRA to the TREO Foundation.
A qualified charitable distribution may also satisfy all or part of your required minimum distribution, helping you support TREO while potentially reducing your taxable income.
Contact your IRA custodian or financial advisor to learn more.
Workplace Giving and Matching Gifts
Your employer may help you give even more.
Many employers offer payroll giving programs that make supporting TREO easy and convenient. Some companies also match employee charitable contributions, potentially doubling or even tripling the impact of your gift.
Matching gift programs may also extend to spouses and retirees. Check with your employer to see if your gift to TREO qualifies.
Planned and Legacy Giving
Create a legacy of hope and lasting change.
A planned gift to the TREO Foundation is a meaningful way to make a lasting difference in the future of obesity research, education, and awareness.
By including TREO in your will, trust, or other estate plans, you can help ensure that future generations benefit from advances in obesity care.
Legacy gifts can be tailored to your personal and financial goals, allowing you to support a cause you believe in while providing for the people you love.
Let's Talk About Your Giving Options
Whether you are considering a gift of stock, a donor-advised fund grant, or a legacy gift, we would be pleased to help you explore ways to support TREO.
Contact the TREO Foundation at kim@treofoundation.org to learn more.
Please consult your financial or tax advisor to determine which charitable giving options are appropriate for your individual circumstances.