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John E. Lewy Fund: Planned Giving Opportunities

How to Donate    Annual Giving    Commemorative Giving    Planned Giving

Many people have demonstrated their special commitment to children by establishing life income arrangements or by including the JELF in their wills and estate plans.

Whether you wish to pass assets to your heirs, reduce income taxes, avoid capital gains, or simply turn a modest contribution into an extraordinary one, the John E. Lewy Fund for Children's Health Endowment can provide an opportunity that is right for you.

BEQUESTS
By contributing cash, or securities through a will, the donor receives the following benefits:

TRUSTS
Charitable Remainder Trust
By irrevocably transferring assets to a trust and naming the Fund as the trust's beneficiary, the donor receives the following benefits:

Charitable Lead Trust
The donor establishes a trust through which a fixed or variable contribution is made to the Fund for either (1) a predetermined number of years, (2) the life of the donor, or (3) a combination of both. Upon completion of this term, the trust reverts to the donor or to another designated party or heir. The donor receives the following benefits:

INSURANCE
Donor-Owned Policy
By retaining ownership of a life insurance contract and naming the JELF as the primary or contingent beneficiary, the donor receives the following benefit:

JELF-Owned Policy
By contributing a life insurance contract naming the JELF as the owner and primary beneficiary, the donor receives the following benefits:

DONATIONS OF PROPERTY

By donating non-cash assets to the Fund, the donor receives the following benefits:

This publication is prepared for our donors and friends for educational purposes only. It presents general principles of tax planning which can change without notice. Please consult your own qualified professional advisor(s) regarding the applicability of any option to your personal needs and financial and charitable goals.

The ASPN Foundation is a 501(c)(3) not-for-profit organization. Contributions are tax-deductible as allowed by law.

For more information, contact:
John E. Lewy Fund for Children's Health
3400 Research Forest Drive, Suite B7
The Woodlands, Texas  77381

Phone: 281-419-0052
Fax: 281-419-0082
E-mail: info@aspneph.com

 

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