Fall 2007 - International Waldenstrom's Macroglobulinemia ...
Fall 2007 - International Waldenstrom's Macroglobulinemia ...
Fall 2007 - International Waldenstrom's Macroglobulinemia ...
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HELP LEAVE A LASTING<br />
LEGACY TO IWMF<br />
by Dave Lively and Dick Weiland<br />
At the mid-August IWMF board meeting in Chicago there was agreement among those board members present to consider<br />
a recognition society for all planned giving donors. Official action for this heritage society will be taken at our next board<br />
meeting after a special task force puts together some facts and figures, policies and procedures.<br />
One set of facts we need is a roster of all folks who have left a lasting legacy to IWMF already and of those who have<br />
arranged, or will have done so by April 1, 2008, to include IWMF in some aspect of their estate plan. These “founding<br />
members” would be recognized in a special way, probably at the 2008 Ed Forum. Each year thereafter new members would<br />
be introduced and recognized at such a special event.<br />
So, if you know of someone, or if you intend to include IWMF in some aspect of your own “planned” or “deferred” giving,<br />
such as a bequest, a gift annuity, a trust arrangement, an insurance policy, or a similar planned gift, please feel free to contact<br />
Dave Lively at livelyfish@aol.com or call him at (608) 783-4552. Or complete the Inquiry Form below and return it in the<br />
enclosed envelope with your membership dues, and Dave will get in touch.<br />
PAGE 10<br />
The following is a brief set of definitions of some of the options for easy admission to the IWMF lasting legacy program.<br />
A Bequest through your Will or a Codicil to your Will provides for a percentage of your estate, a fixed amount of money,<br />
or a specific item going to IWMF.<br />
A Charitable Remainder Trust provides income to the donor’s beneficiaries and the remainder to IWMF. Payments are<br />
determined annually and depend on the value of the trust assets as recalculated yearly.<br />
A Gift Annuity provides the donor with a contractual promise of fixed income each year. The payout rate depends upon the age of<br />
each beneficiary at the time the gift is made and when the payments begin. Payments can be deferred for several years.<br />
A Life Estate provides IWMF with a gift of residence or farm while allowing the donor the right to continue to live there<br />
for the remainder of his or her life.<br />
A Charitable Lead Trust provides IWMF with income for a term of years and leaves the remainder to the heirs of the benefactor.<br />
Life Insurance designations allow a charity to receive benefits upon the death of the insured.<br />
Be sure to see your attorney or tax adviser as you put your plans on paper.<br />
PLANNED GIFT/HERITAGE SOCIETY INQUIRY FORM<br />
I would like to support IWMF in one of the following ways. Please contact me about:<br />
❏ A Bequest in my Will or making a Codicil ❏ A Charitable Remainder Trust ❏ A Gift Annuity<br />
❏ A Life Estate or Real Estate Gift ❏ A Charitable Lead Trust ❏ Life Insurance<br />
❏ Other_ ____________________________________<br />
___________________________________________________________________________________________________________<br />
Signature<br />
Name (please print)<br />
___________________________________________________________________________________________________________<br />
Address/City/State/Zip<br />
___________________________________________________________________________________________________________<br />
Telephone Number<br />
E-mail Address