Annual Listing of Donors 11-2011.indd - St. Camillus

SIMPLE & EASY WAYS YOU CAN HELP!
Your gifts to the "Order of St. Camillus Foundation, Inc." (our legal name) make a big difference in the lives of
people served at St. Camillus! Donations for benevolent/charity care help more than half the people in Skilled
Nursing and a number in Assisted Lviing as well. Other gifts support new services that touch people's lives like
our new Hospice agency. Contributions may be used for improvements to facilities and equipment that enhance
the lives of all we serve. Other gifts provide for the healthcare needs of the brothers and priests in the Order of
St. Camillus. While we rely on gifts of cash to keep us going, here are some other ways you can help:
� IRA BENEFICIARY…Contact the company handling your IRA and add the "Order of St. Camillus
Foundation, Inc." as a partial or sole beneficiary of the IRA. - EASY!
� LIFE INSURANCE BENEFICIARY…Contact your insurance company and name the "Order of St.
Camillus Foundation, Inc." as the sole or partial beneficiary. - SIMPLE!
� BANK ACCOUNTS…Sign a simple "Payable on Death" (POD) form at your bank. Upon your passing,
the balance goes to the "Order of St. Camillus Foundation, Inc." - QUICK!
� BROKERAGE ACCOUNTS…See your broker to fill out a Payable on Death (POD) form to give your
investment accounts to St. Camillus at your passing. - EASY!
� STOCK VALUE DOWN?...When stock values drop (depreciate), you can sell them, take the loss
deduction, and then use the cash to make a charitable donation! If stock values are up (appreciated), then
donate the stock itself without selling it first. Call your broker.
� UPDATE YOUR WILL OR TRUST…This is a perfect time to add a bequest to the "Order
of St. Camillus Foundation, Inc."
� ANNUITIES…Tired of CD/Money market rates around 1%? If you have an appreciated asset that is
providing a low return, you may want to consider a Charitable Remainder Annuity Trust (CRAT). For
example, an 85-year-old could earn a fixed rate of return around 7%! Assets go into the trust, which then
diversifies and pays you income for the rest of your life. At your passing, the "remainder" goes to the
"Order of St. Camillus Foundation, Inc." as a gift. You won't want to use an asset that is a key source of
income to create such a trust because it is impossible to predict inflation rates in the future. While 7% is a
great rate now, inflation could change that. We can provide you a proposal that will show your specific
fixed rate of return.
Thank you! Please let us know if you have already made plans to include a gift to St. Camillus in your will, trust
or estate plan. We’d like to include you in the St. Camillus Heritage Society! For more information, please feel free
to call David Kremer at 414-259-8335. Neither the Order of St. Camillus Foundation, Inc., nor any of its employees
is in the business of offering any financial, tax, legal or insurance advice. It is always a good idea, a must in
fact, to talk with your own planners prior to making financial decisions
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