Legacy Community Health Planned Giving - 2018 Fall Newsletter

Nonprofit Org. U.S. Postage PAID Houston, TX Permit No. 1886

P.O. Box 66308 Houston, TX 77266-6308

Circle of Caring LCH Endowment Board Chair on LCH and Planned Gifts When Tripp Carter was asked to serve on the Legacy Community Health (LCH) Endowment Board, he did not hesitate to serve. He sees Legacy as an amazing organization, that provides the highest standard of care, with a very efficient and effective service delivery. Carter now serves as Chairman of the LCH Endowment Board and is very proud of his association with this award winning, forward thinking organization.

He goes on to explain, “The services are very much needed by the community and the staff are extremely dedicated and committed to high quality service delivery. Everyone is welcome at Legacy regardless of ability to pay.”

The Legacy Society honors all planned giving donors for the support of Legacy’s mission of driving healthy change in our communities. The group recognizes the future gifts that ensure we receive funds necessary to both navigate the increasingly complicated health care landscape and continue providing compassionate, highquality care our patients rely on to keep their families healthy.

We would be pleased to include you in the Legacy Society if you have:

Now a successful business partner with Bradshaw Carter, Tripp Carter previously spent more than 25 years in the world of philanthropy, raising funds for well-known organizations such as the University of Texas Health Science Center and the renowned Menil Collection. Carter likes to use his fundraising skills for good organizations he believes in. He knows what questions to ask before he commits and instinctively understands what the hallmarks of a strong nonprofit need to be.

Legacy’s strong reputation fueled significant growth in the mid to late 2000s, and today LCH boasts twelve clinics across Houston and parts of South Texas. Carter states this stellar reputation made it easy for him and his two coChairs, Martha Turner and Trini Mendenhall, to raise more than $10 million to build Legacy’s newest two clinics in the Gulfton area and the Fifth Ward.

■ Provided for Legacy Community Health or the Legacy Community Health Endowment in your will or trust.

■ Designated us as a beneficiary of a qualified retirement plan, life estate, savings bond or stock, bank account, life insurance policy, IRA, or real estate.

Carter feels the LCH Endowment Board’s latest campaign focused on Planned Gifts through Legacy’s Circle of Caring Society, is the most efficient way to build a pipeline of future funding that will support LCH’s much needed programs and services. A simple bequest today will provide support in decades to come despite economic downturns, cuts in healthcare funding and in times of disaster.

We welcome the opportunity to have a confidential, no-obligation discussion about these options with you and your advisor. We encourage you to visit the Gift Options section of our planned giving site to learn more about these options and download a free Estate Planning Guide.

Carter invites anyone who is thinking about leaving a legacy that will truly make a difference for decades to come, to consider taking a tour of any one or all of Legacy’s 34 locations and witness firsthand how Legacy is driving healthy change in the communities it serves across the South Texas area.

If you would like to join the Legacy Society, or if you would like more information, please contact us at giving@legacycommunityhealth.org.

To take a tour of Legacy Community Health or for more information on how you can help, please contact Chree Boydstun, Chief Development Officer at 832.548.5054.

Why Give? Why Create Legacy is devoted to locating the resources needed to help patients who come to us for care, regardless of their ability to pay. The Legacy Society: Circle of Caring will ensure Legacy remains at the forefront, tackling the health care issues that affect us all.

When you join The Legacy Society: Circle of Caring, you show your commitment to Legacy’s mission and to the future of health care in our city. A planned gift is a purposeful, permanent statement of your values and devotion to serving others.

With this single act, future generations will know what you cared about and what you stood for. No matter the size of the gift, you can have an impact on Legacy Community Health’s future and the communities we

serve. You can be part of something that will continue helping others now and into the future.

A charitable bequest to Legacy Community Health can be as simple as including a sentence or two in your will or living trust agreement, and those few words can change a life forever. Your vision of a better world can become a reality, and it can begin with a simple charitable bequest.

You don’t have to be wealthy to partner with Legacy to support the future. A planned gift today can also provide you and your family substantial tax advantages – more than you may have otherwise thought possible.

The savings on income, estate, capital gains tax, and probate expenses can be substantial.

Meet Kalvin and Eunice “I don’t have HIV; I’m not gay,” Kalvin Marshall remembers saying, back in 2007, when he got the news that he was living with HIV. But he did, and so did his wife Eunice.

They decided right then that, if they weren’t dead in a year, they would spread the word that HIV wasn’t a gay-only disease. They would be the face of a straight couple living with HIV. Now, 10 years later, they’re alive and keeping their promise.

Every third Thursday of the month, Kalvin and Eunice share their story in the lobby of Legacy’s Montrose clinic. The Marshalls are members of Legacy’s Positive Organization Project (POP+), an advocacy training program designed by and for people living with HIV/AIDS. At the time of their diagnosis, they didn’t know HIV wasn’t actually a death sentence. They were given no guidance or information on the disease, which is what drives the passionate couple in their advocacy today.

Because her husband is not gay, Eunice believes doctors initially missed his diagnosis. “He was shuffled to a lot of different doctors — a neurologist, an oncologist, and an endocrinologist — for six months before being diagnosed,” she says. It was only after being admitted to the hospital – his kidneys were shutting down – that he received an HIV diagnosis.

That was 2007 and while progress has been made in the treatment and prevention of the virus, there’s still much more work to do, stigmas to erase.

“HIV doesn’t discriminate — whether you’re rich, poor, black, white, gay, bisexual, heterosexual or transgender. Your sexual orientation doesn’t put you at risk. Having unprotected sex and not knowing your status does,” says Eunice.

These transformational gifts create lasting improvements that benefit you, your family, your friends, and your community. A planned gift provides Legacy Community Health a way to positively change our community through the giving hearts of our donors.

Your gifts

make a

difference and giving can still

benefit you!

While tax laws have changed, there are still many ways you can make a gift to support our cause and make a difference.

Even with the changes, making a gift to us can still provide benefits to you.

Contact us to learn more about ways you can support our work and benefit this year.

4.

1.

Life Income Gift

IRA Rollover Gift

If you are 70 1/ 2 or older you can avoid extra income this year by making a gift to us from your IRA

2.

Gift of Securities Give us your old stock (with a low basis) that has appreciated in the rising market and avoid capital gains tax

3.

Make a gift for a gift annuity or charitable remainder trust and receive lifetime payments. Ask us for a free illustration with your benefits

Life Insurance Gift

Eliminate an old or unneeded life insurance policy by making a gift of the cash balance to support our work

5.

Charitable Bequest

Make a gift to support our work that costs you nothing today. Provide for your loved ones first and then our cause with a bequest made in your will or trust

This information is not intended as tax, legal or financial advice. Gift results may vary. Consult your personal financial advisor for information specific to your situation.

The names and images shown here are representative of typical donors and may or may not be actual donors to the organization. Under federal rules your benefits may be different from this example. Please contact us for your specific benefits.

17AB01

Copyright © 2017 Crescendo Interactive, Inc. Used by permission.