Committed to Learning - Joan C. Edwards School of Medicine ...

School of MedicineWays to GiveOpportunities for GivingDonations may be made to the School ofMedicine greatest needs or to any of itsdepartments or programs. The support maybe unrestricted or specifically limited as toit use. Gifts are fully tax deductible to theextent allowed by IRS regulations.Ways to give:Cash gifts to the Marshall UniversityFoundation, Inc.Gifts of stocks or other securitiesGifts in kind of real or personal propertyDeferred gifts, such as wills, bequests and trustsNaming the School of Medicine as abeneficiary of life insurance or individualretirement accountsPledges of future giftsEndowmentsTangible items such as art, antiques or booksEstate planningGifts may be designated for:Greatest needsGeneral scholarships (endowed andexpendable)Support for researchSupport for professorships and fellowshipsEquipment purchases and other needsAnnual lecturesSpecial programTake A Seat CampaignClass scholarshipsCreating a Named EndowmentNamed endowments in memory or honor ofan individual, family, group or organizationcan be established with a minimum gift of$15,000. The contributions are invested bythe Marshall University Foundation Inc.,and earnings are available annually for thepurpose designated by the donor. Endowmentsmay support scholarships, lectures, facilities,faculty development or other programs.For more information, please callLinda S. Holmes, Director of Development& Alumni Affairs at 304.691.1711Giving back toour donorsWhen you give money or stock for acharitable gift annuity with the MarshallUniversity Foundation, we give you backannual payments for the rest of your life. Too goodto be true? Seems like it, but true nonetheless. Andmany of our friends are taking advantage of thisopportunity.Why doesthe School ofMedicine promotecharitable giftannuities? To helpour physicians andfriends who wantto make larger gifts,but can’t afford toreduce their cashflow. Also, it helpsour donors whoare planning toprovide a bequestSample of OurOne-Life Annuity Rates*Age Rate65 . . . . . . . . . . . . 5.7%70 . . . . . . . . . . . . 6.1%75 . . . . . . . . . . . . 6.7%80 . . . . . . . . . . . . 7.6%85 . . . . . . . . . . . . 8.9%90 & Over . . . . . 10.5%Two-life rates available.* Effective July 1, 2008make the gift now so they can take advantage ofthe income tax charitable deduction. And for olderdonors, an annuity may actually provide a largerpayout from the asset than they might otherwisereceive.A deferred payment charitable gift annuityworks well for younger donors who want togive to the School of Medicine and, at the sametime, supplement their retirement programs. Forexample, the donor would designate a gift, forexample $10,000, for a gift annuity which wouldbe “programmed” to begin payments at retirementage–the longer the deferral period, the higher theannual payment. Even though the donor will notreceive payments from the annuity for several years,an income tax charitable deduction is available forthe year in which the gift is made.By careful management, the Foundation is ablenot only to make the scheduled annuity payments,but to have enough left over to help us carry forwardour mission. In other words, these annuities benefitthe donors and the School of Medicine.Our gift annuity program is loaded with manybenefits, and we want you to know about these. Formore information, please call Mr. Ed Zimmerman,Director of Planned Giving, at 304.696.3739. Hewill be happy to send you a confidential reportshowing you how a gift annuity can benefit you.