|
|
Welcome to the Daly Hospital Foundation
Gift Legacy Information and Inspired Giving
Organized in 1990, the Daly Hospital Foundation was created by a community member to help Marcus Daly Memorial Hospital, a not-for-profit, rural hospital to become a premier healthcare facility for the residents and guests of Ravalli County, Montana. Thank you for your interest in the Daly Hospital Foundation and Marcus Daly Memorial Hospital. I am Ron Kullick, Director of the Foundation. My hope and goal is to serve and help you and your family with helpful information regarding the benefits of gift legacy planning. Gift legacy planning or planned giving is a term commonly used to describe a variety of charitable giving vehicles that allow an individual to give to a charity during their lifetime or after death, while meeting income needs during life and providing for heirs. We have an increasing number of friends who are benefiting in several ways from life income gifts, gift annuities and other legacy planning tools while investing in the future of a cornerstone institution of our community. Please contact me for further information, or if you have questions. Now, please explore and learn!
Pass Your Required Minimum Distribution (RMD) Tax Free To Charity
If you are age 70 ½ or more mature, Congress has recently passed and President Bush has signed into law a provision which enables you to rollover tax free your RMD in an amount of up to $100,000 directly to a non-profit charity such as the Daly Hospital Foundation. Such distributions from your IRA will not be considered income, providing you the advantage of a 100% charitable contribution without itemizing your deductions. This tax free rollover gift opportunity will only exist for 2008 and 2009 unless further extended.
The gift of all or a portion of your RMD represents an opportunity to make a tax-wise charitable contribution that will provide the Daly Hospital Foundation with assets to financially support Marcus Daly Memorial Hospital enabling it to continue to provide quality healthcare, close to homeTM well into the future. For more information on this limited tax saving opportunity, click here, or call me at 406-375-4674. If you prefer, you may send an email to rkullick@mdmh.org. I will be happy to discuss this and other legacy planning ideas that may be mutually beneficial to you and those you care about as well as the Daly Hospital Foundation.
Ron Kullick, Director
| Personal Planner | Chronic Illness – Care of Your Property
 If you have a chronic illness, you will need to care both for your person and for your property. Part II of this article will explain some of the specific preparations that are important to care for your property. More ... |
Benefits for Family and the Daly Hospital 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 to see if the benefits they experienced may apply to your situation.
 | Tax-Free Sale
Gene and Carol White were age 55 when they purchased some development land outside of town. They thought it would be a good investment that they could later sell for a higher price. They have owned the property for 10 years and now would like to sell. More on Tax-Free Sale >>. |
 | Fixed Income for Retirement
After working for decades as a pediatrician in a small rural town, Patricia Brown was ready to retire. Patricia owned some stock but was concerned about leaving it in the market where it could go up or down. She needed a secure source of retirement income for the future. More on Fixed Income for Retirement >>. |
 | Easy IRA Gift
Barbara retired after forty years as a teacher. She had volunteered for many years with Daly Hospital Foundation. Since Barbara did not need all of her IRA income, she decided to make a gift of $2,000 from her IRA to reflect her support. More on Easy 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.
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 rkullick@mdmh.org.
If you are a professional advisor, you may take the following steps on this site.
|
© Copyright 1999-2010 Crescendo Interactive, Inc.
|
|
