Tag Archives: Arthritis Foundation Planned Giving

september planned giving

“Do I Need a Will?”

 It’s a common question: “Do I need a will?” The simple answer is: Yes. Without a properly drawn will, the state in which you reside determines how your assets are distributed, including who will take care of your minor children. The only way for your wishes to be carried out after you are gone is through a properly executed will that is recognized as valid in your state.

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planned giving power attorney

Power of Attorney: The Importance of Being Prepared         

By Lauren J. Wolven

A few years ago, my partner received a scary phone call from her child’s college roommate. Her child had collapsed in the dorm bathroom while getting ready for class and was in the hospital. Terrified, my partner contacted the hospital, and she was shocked to learn they couldn’t release any information because her child was over 18 and legally an adult. The hospital required a medical power of attorney before they could tell her anything. She had to make the thousand-mile trip not knowing how her child was doing. It was one of the worst situations a parent could face.   

What if you got a call that your loved one – spouse, parent or adult child – was in the hospital?  Would you be prepared? It can be overwhelming to even think about, but guidance and help are available. 
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charitable gift annuity

Benefit From a Charitable Gift Annuity While Doing Good

You’ve worked hard for decades – and it’s about time to enter the next phase of your life. You’ll have time to catch up on those books you’ve been meaning to read, travel to places you’ve dreamed of visiting and perhaps volunteer for that charity you’ve always admired.

But a pleasurable retirement requires sound financial planning. How can you be sure you’ll continue receiving the lifetime income you need and not have to worry that you’ll have enough?

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Planned giving gift models

Charitable Gift Annuity: A Win-Win

Often you hear the phrase, “Charity begins at home.” The story of this family can be characterized by the phrase, “Charity begins and ends at home.” Wayne was only in his 20s and attending college in Arizona when he was diagnosed with arthritis. “I remember him saying his back hurt so bad that when he had to cough or sneeze, he found a convenient tree or wall to brace up against it,” says his wife Carole, a retired high school English teacher.

Years later, Carole and Wayne were browsing through a copy of Arthritis Today magazine when an advertisement caught their attention. The ad featured an opportunity to receive guaranteed payout rates for life and other financial benefits – while they helped the Foundation find a cure for arthritis.
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Planned Giving Gift Models Arthritis Foundation

Planned Giving: Do More with Thoughtful Planning

Have you ever received information from the Arthritis Foundation’s Planned Giving Department and wondered exactly what it means? Have you ever seen a request to remember the Arthritis Foundation in your will or trust or read that 25% of all revenue the Foundation receives is from donor bequests? Have you ever met one of the Foundation’s Planned Giving Directors and wondered if they could help you? If so, you’re not alone.
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