|
|
Welcome to Upper Chesapeake Health Foundation
Planned Giving
Thank you for your interest in Upper Chesapeake Health Foundation. Our hope is to serve you and your family with helpful information. We have an increasing number of friends at who now are benefiting from life income gifts, gift annuities and other plans. Thank you for taking the time to explore the benefits of gift planning.
Benefits for Family and Upper Chesapeake Health Foundation
There are several types of plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.
 | Current Gifts
As is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving. For years, they have created a gift list that includes family members, friends and loved ones.
More on Current Gifts >>. |
 | Deferred Gift Annuity
Several years ago Larry and Allison invested $30,000 in what they believed to be an attractive stock. It turned out to be a very wise decision, because the value of the stock increased to $100,000 a few years later.
More on Deferred Gift Annuity >>. |
 | Easy IRA Gift
Barbara retired after forty years as a teacher. She had volunteered for many years with Upper Chesapeake Health Foundation. She had an IRA and was nearing the time to take her required payout for this year in the amount of $2,000. More on Easy IRA Gift >>. |
 | Generous IRA Gift
Jerry is a fireman who volunteers for a number of charities in his community. Recently, Upper Chesapeake Health Foundation shared an opportunity to join in a new program with a positive impact. Jerry was excited to help, but a lead gift of $10,000 was needed to start the program. More on Generous IRA Gift >>. |
Steps to Wise Giving
There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.
Fred Thursfield
Executive Director |
Thanks very much for visiting us! I would be very pleased to help you. Simply click here to email me at your convenience. |
Professional Advisors
We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact fft.01@ex.uchs.org.
If you are a professional advisor, you may take the following steps on this site.
|
© Copyright 1999-2008 Crescendo Interactive, Inc.
|
|
"The weather seems different every day and I keep dressing for yesterday's temperature," thought Al. In semi-retirement there is usually enough time to check the forecast before leaving the house. But Al had been leaving early recently. 