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Planned Giving is a wonderful way to support The
Breathing Association by designating a portion of your estate as
a gift in the future. Working with your financial, estate or tax
advisor you can to leave a portion of your assets to The Breathing
Association to ensure the lung health of those to come. Click
on any of the following to learn more:
Naming The Breathing Association in Your Will
Naming The Breathing Association as a Life Insurance
Beneficiary
Gifting Real Estate or Other Property
Charitable Gift Annuity
Charitable Remainder Trust
Pooled Income Fund
Estate and Financial Planners
Planned Gifts
Naming The Breathing Association
in Your Will
A gift to The Breathing Association in your will is 100% tax deductible.
By having a will you guarantee that your assets are distributed
according to your wishes. After you have fully provided for your
family a bequest in your will to The Breathing Association, whether
large or small can make a big difference in the lung health of
another. You can specify your gift toward a general or specific
purpose, and may lower your estate taxes. Please consider a percentage
or specific dollar amount. For more information please contact
Marie E. Collart, President & CEO,
at 614-457-4570.
Naming The Breathing
association as a Life Insurance Beneficiary
Another way to reduce your estate tax and leave a legacy for the
future is by naming The Breathing Association as a beneficiary
of a life insurance policy. Your insurance agent can assist you
with beneficiary form where you can leave a percentage or specific
dollar amount of your life insurance to The Breathing Association.
Gifting Real Estate or Other
Property
As you plan your charitable giving you should take into account
your future needs and the needs of your family. One way of doing
this is to donate a specific piece of real property to The Breathing
Association, an automobile, real estate or other asset which can
be turned into cash.
Contact your estate planner or Marie E. Collart, President & CEO,
at 614-457-4570 for more details. Thank you for your support!
Note: For persons in certain income categories your family will
actually inherit more of your resources if you consider a:
Charitable Gift Annuity
A charitable gift annuity is a unique way to share your good fortune
with The Breathing Association. You establish a contract with The
Breathing Association in which you give cash or securities in exchange
for fixed payments for life, for yourself or any one you designate.
Your estate planner can explain the details, or you can call Marie
E. Collart, President & CEO, at 614-457-4570 to find
out more information.
Charitable Remainder Trust
A charitable remainder trust can be established which will specify
how money in the trust will be managed. You can establish a “Unitrust” which
fluctuates annually with the fair-market-value of the trust;
or you can establish an “Annuity Trust” which pays
a fixed amount annually. While living you benefit from the trust
income, upon your death, the trust will be used to help the individuals
served by The Breathing Association. Charitable remainder trusts
have tax advantage options which your advisor can discuss or
call Marie E. Collart, President & CEO, at 614-457-4570.
Pooled Income Fund
A pooled income fund is similar to a mutual fund in that you receive
income earned according to the number of shares you own. You
receive income for life, and the life of one beneficiary, then
your shares will go to benefit those individuals served by The
Breathing Association. There are tax deductions, and estate benefits
to the pooled income fund and you have the comfort of knowing
that The Breathing Association will be able to continue their
free lung health care services because of your generosity. Call
Marie E. Collart, President & CEO, at 614-457-4570 for more
details.
Estate and Financial Planners
The Breathing Association recommends that you consult
with your estate, tax or legal advisor prior to making a planned
gift. If you do not have a an estate advisor contact Marie E. Collart,
President & CEO, at 614-457-4570. We will provide you with
a list of qualified referrals from which to choose.
Planned Gifts
Any planned gift may be designated as an endowment gift
to the Carrie Neslon Black Endowment. Call
Marie E. Collart, President & CEO, at 614-457-4570 for more
details.
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