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Mei-Lee Ney
'Setting up the estate plan was easy," says Mei-Lee Ney, who – rather than
waiting – has begun making payments toward her estate pledge during her
lifetime. "If you believe an...
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Donald J. Gaspard, MD
"The great thing about giving through my IRA is that I can't outlive my gift." Donald Gaspard, MD, has contributed to Huntington Hospital for many years,
and in many ways. A trauma...
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John and Bonnie DeWitt
"Transferring IRA funds directly to the hospital allows us
to make a gift and avoid the tax that would have been due if we'd taken the
money from the fund ourselves" says John DeWitt...
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Chuck Waterman
"Deferring taxes is simply the reason for the charitable gift annuity I
use." While working as a stockbroker, Clarence (Chuck) Waterman planned
thoughtfully for retirement...
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Jeanne Mignard
"It's gratifying to know my support will live on." From the moment she retired, Jeanne Mignard knew she wanted to help
Huntington Hospital, and she began volunteering in our errand and...
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Sucy and David Stevenson, DDS
"We are happy knowing we all benefit from our Charitable Remainder Trust." Susana M. and David Stevenson, DDS, have supported Huntington Hospital for
decades. Their involvement...
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Rod Shingu
"…the hospital is a successor to my donor advised fund" Rod Shingu feels comfortable in the hospital environment. He worked as a
senior administrator at Los Angeles County + University...
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Mike Horner
Over the years, Michael and Sally Horner have experienced Huntington Memorial Hospital's high-quality care firsthand...
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Bequests.
Joe and Anna have been faithful supporters of our organization over the years. Both of them strongly believe that it is important to support and encourage our mission.
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Fixed income for retirement.
After working for decades as a pediatrician in a small rural town, Patricia was ready to retire.
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Tax-free sale.
Howard and Lynn were age 55 when they purchased some land outside of town, and they thought it would be a good investment that they could later sell.
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Capital gains tax bypassed.
Peter and Gail were nearing retirement. Over the years, with the help of their financial advisor, they made solid investments in securities.
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Peace of mind gift annuity.
Many years ago, Clara bought a home. Since she was so pleased with the home, she decided to buy stock in the company that built it.
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Endowment gift.
Pat and Shelly were recently married. They had both been dedicated volunteers at their favorite charity for many years.
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Sale and unitrust.
Gene and Carol purchased stock in a small medical service company several years ago. Now, Gene and Carol are looking for a way to save taxes.
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The retirement unitrust.
Mary grew up on a farm. When her parents passed away, she inherited the farm. Now, several developers would like to build homes on the farmland.
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Property turns into income.
Miranda lived in the family home where she and her spouse had raised their children. After her spouse passed, Miranda found it increasingly difficult to care for her home.
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Flexible deferred gift annuity.
Lewis is a 54-year-old executive at a large healthcare company. He purchased company stock during years when the stock price was low, and now the stock has grown substantially.
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Part gift and part sale.
Susan and Kevin bought their first home many years ago. They had planned to build a second home so that their children could spend their summers along the lake.
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Current gifts.
As is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving.
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A bequest to further good work.
Nancy and David were dedicated volunteers. Over the years, they had seen many individuals helped by the good work of their favorite charity.
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What will you do with your unspent retirement savings?
Michael and Kelly were retired engineers with two adult children. They owned a home, some stocks, and IRAs.
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Gift annuity for real estate.
Jonathan purchased a home many years ago for $80,000. The home has appreciated substantially over the years and is now worth $420,000.
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A bequest to save taxes.
Thomas was a widower who had a great love for our organization. As an individual who had directly benefited from our work, Thomas wanted to thank us with a gift from his estate.
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Leading for the future.
Luke and Candice spent many years volunteering and supporting their favorite charity. They wanted to give back in a way that would help fulfill its mission.
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