Jocelyn Kearl

Jocelyn Kearl

Tuesday, 16 February 2016 17:05

Estate Gifts

An estate gift provides significant support to the NCSBS. The gift can be made through a will or a trust, and both vehicles enable assets to be distributed to individuals and nonprofit organizations in the amounts or proportions indicated. An estate gift provides the following benefits:

  • The opportunity to make a major gift while preserving assets during life.
  • A Reduction in federal estate taxes.
  • The opportunity to designate the gift to a specific program or service of the NCSBS.
  • All assets, including cash, securities, real estate and tangible personal property, may be transferred to the NCSBS through a donor’s estate.

Estate gifts can be made in the following ways:

  • Specific Bequest: The NCSBS receives a specific dollar amount, a specific piece of property or a stated percentage of the estate. This is one of the most popular forms of bequests.
  • Residuary Bequest: The NCSBS will receive all or a stated percentage of an estate after distribution of specific bequests and payment of debts, taxes and expenses.
  • Contingent Bequest: The NCSBS will receive part or all of the estate under certain specified circumstances.
Tuesday, 16 February 2016 17:05

Endowed Funds

An individual or family can create an endowed fund, which provides a permanent bond between the donor and the NCSBS. Through an endowed fund the donor transfers assets to the NCSBS, which are carefully managed and preserved in perpetuity to provide annual income. Endowed funds support programs and services of the NCSBS. There may be no finer way to honor the memory of a victim of abuse or loved one than to establish a permanent fund in his/her name. We are happy to work with donors to build an endowed fund over the years; additional gifts may be added to an endowed fund at any time. People often choose to make annual gifts to the fund or make gifts to mark a special occasion such as a birthday, anniversary or holiday. Creating a bequest or making a planned gift are other ways to augment an endowed fund. Donors may specify what purposes the endowed fund is to serve and how the fund is to be administered. The NCSBS carefully preserves the principal of the endowed fund (gifts and successive gifts) as an investment, while awarding some income each year for the purpose specified. A minimum of $10,000 is required to establish an endowed fund at the NCSBS.

Tuesday, 16 February 2016 17:05

Life Insurance

Donors can use life insurance to make a gift to the NCSBS by naming the National Center on Shaken Baby Syndrome as the owner and beneficiary of a life insurance policy. A donor receives a charitable income tax deduction based on the lesser of the policy’s fair market value or the net premiums paid. Donors may also wish to make gifts of paid-up policies, resulting in a charitable income tax deduction for the policy’s cash surrender value. An important use of life insurance is its ability to replace the value of an asset that has been given to the NCSBS. A donor can use the tax savings produced by the charitable income tax deduction to purchase and pay premiums on life insurance policies whose proceeds equal the value of the gifted property. This arrangement can serve to protect the interests of family members.

Tuesday, 16 February 2016 17:05

Qualified Retirement Plans

Making a gift of a qualified retirement plan asset such as a 401(K), 403(b), IRA, Keogh or pension plan is another way to benefit the NCSBS and receive significant tax savings. Retirement plan assets are often subject to extremely high estate taxes, and the income is fully taxable when received by an individual beneficiary. By naming the NCSBS as the beneficiary of a retirement plan, the donor maintains complete control over the assets during his/her lifetime, but at the donor’s death the plan passes to the NCSBS free of estate taxes. When creating an estate plan, donors may wish to consider leaving his/her heirs other assets, such as cash and securities, which are not as highly taxed.

Tuesday, 16 February 2016 17:04

Real Estate

Donors can make a gift of commercial or residential real estate to the NCSBS and receive substantial financial benefits. Property may be given outright to support the mission of the NCSBS, and the donor can take a charitable income tax deduction based on the appraised value of the property. Or, the donor may use a home or land that is no longer wanted or needed to fund a life income gift. Another option for a gift of real estate is a retained life estate.

Through a retained life estate, a donor makes a gift of a personal residence to the NCSBS and retains the right to live in the home for life. Making a gift of property while retaining a life estate provides the donor with a charitable income tax deduction based on the value of the property, the age of the donor and his/her life expectancy. For a gift of appreciated property, a donor may take a charitable income tax deduction for up to 30% of the donor’s adjusted gross income. The donor is responsible for maintenance costs, insurance and real estate taxes. To substantiate the value of the property, the donor must obtain an appraisal from an independent qualified appraiser. The cost of the appraisal is borne by the donor and is a miscellaneous tax deduction.

Tuesday, 16 February 2016 17:04

Gifts of Closely Held Stock

Closely held corporations are corporations whose stock is owned by family members and/or by business associates. The stock is private in that it is not publicly traded and, in most cases, there are restrictions on the transfer of the stock to third parties. With an outright gift of closely held stock, the donor typically transfers the stock to the NCSBS. To determine value, the donor has the stock appraised and obtains a charitable income tax deduction equal to the appraised value of the stock. The appraisal must be conducted by an appraiser who is knowledgeable in establishing the value of closely held stock. The NCSBS then redeems the stock to the corporation or one of its trustees and receives a check for the redemption price.

Tuesday, 16 February 2016 17:03

Appreciated Securities

A gift of appreciated securities such as stocks or bonds can provide attractive benefits. An outright gift of long-term appreciated securities (securities held for more than a year) avoids capital gains taxes and, in most cases, the donor may claim a charitable income tax deduction equal to the market value of the securities. For gifts of appreciated securities, a gift is fully deductible up to 30% of the donor’s adjusted gross income and, like gifts of cash, may be carried forward for five additional years.

Tuesday, 16 February 2016 17:02

Cash, Check or Card

The National Center on Shaken Baby Syndrome accepts gifts in the form Visa, MasterCard, American Express, check or cash. If you do not wish to donate online, donations can be made over the phone at (801) 447-9360 or mailed to:

The National Center on Shaken Baby Syndrome
1433 North 1075 West, Suite 110
Farmington, Utah 84025

Tuesday, 16 February 2016 16:56

Resources for Families

The NCSBS recognizes that families and caregivers of victims of SBS may need additional support and services during their stay in Orlando. The Loews Portofino Bay Hotel offers multiple accessible rooms and can accommodate additional requests to help make your stay as stress free as possible. For accessible friendly companies in Orlando, please visit this link.

Family Reception

fam rec iconAfter the devastating injury or death of a child due to shaking, the families and friends experience overwhelming grief and frustration. This conference provides an opportunity for families to connect with others to create a network of support. The NCSBS would like to invite all families to attend a gathering to honor the children and families affected by SBS/AHT. Light refreshments will be served and this event is open to all conference participants.  Family reception is Monday, September 17, 2018 from 5:00-7:00 PM.

Financial Support

financial iconLimited funding is available this year to provide scholarships to families of victims of SBS/AHT. Families who have not attended an SBS/AHT Conference in the past or who have not received a scholarship from the NCSBS will be given priority. These funds shall be used exclusively towards hotel and travel costs. This assistance will be awarded in amounts up to $750. Funds will be reimbursed upon arrival at the conference with copies of all applicable receipts. To apply for the scholarship, please fill out the application found below. A committee will review all applications award based on financial need and desired outcomes of conference attendance.

All applications must be emailed to the address below no later than July 2nd, 2018. Applying for scholarships does not guarantee you will receive assistance.

pdfDownload the Scholarship Application and fill in the requested fields. Please contact Danielle Vázquez at  with any questions.

Tuesday, 16 February 2016 16:50

Program

Keynote Presentations

conf program coverView the Full Conference Program

Where We Have Come: Clinical Relevance of Biomechanics

Mary Clyde Pierce, MD, Northwestern University Feinberg School of Medicine, Ann & Robert H. Luire Children's Hospital of Chicago (Chicago, IL, USA)

How to Craft a Message

Ranny Cooper, Publics Affairs President, Weber Shandwick (New York, NY, USA)

Pediatric Abusive Head Trauma: Impact on the Family

Tami Revering (Minneapolis, MN, USA)
Angela Pengelly (Minneapolis, MN, USA)

Fatal Head Injury in Infants and Children: Lessons Learned from Autopsy

Michael S. Pollanen BSc MD PhD FRCPath DMJ (Path) FRCPC, Chief Forensic Pathologist of Ontario, University of Toronto (Toronto, Ontario, CA)

Power of the Narrative

Stephanie A. Deutsch, MD, Children’s Hospital of Philadelphia (Philadelphia, PA, USA)
Lori Frasier, MD FAAP, Department of Pediatrics, Division Director, Child Abuse Pediatrics Penn State Hershey Children’s Hospital (Hershey, PA, USA)
Lawrence R. Ricci, MD, Maine Medical Center (Portland, ME, USA)

Anatomy of an Exoneration: The Audrey Edmonds Case

Tom Fallon, JD, Dane County Deputy District Attorney (Madison, WI, USA)


View the Full Program