16 | SUMMER 2011 Planned Giving


Financial Advisor Ardo Peltekian asked at the opening of February’s Planned Giving educational seminar at Father Joe’s Villages. The seminar, entitled Planned Giving Strategies, was presented by Peltekian and Dax Fletcher of Morgan Stanley Smith Barney and attorney Brian Malloy. The presentation reviewed established charitable giving methods while examining their benefi ts and drawbacks. Planned giving isn’t only for those


Y


nearing the end of their lives, the presenter noted. There are many strategies for giving that allow you to enjoy income


ou have a plan for spending and a plan for saving, but do you have a plan for giving?”


and the personal satisfaction that comes from seeing your gift at work, even before it benefi ts your favorite charity after you’ve died. An outright gift to charity of cash or securities is very easy, but it may actually leave money on the table that could benefi t both you and your chosen charity. “There are many options for giving,” noted Peltekian. “Carefully consider them in addition to just writing a check.” Gift annuities and pooled income funds


allow contributors to receive lifetime income at a fi xed rate. At the end of your life, the remainder is contributed to charity. A charitable remainder trust follows a similar pattern. These are excellent options for contributors who could use extra income


Many strategies allow you to enjoy income and


the satisfaction of seeing your gift at work.


Kindly remember in prayer Norbert Elsner


these friends of Father Joe’s Villages who left legacies to help our neighbors in need.


Lorraine Ashdown Harriet Cremins Claire Crihfi eld


James F. Mulvaney, Sr. Gene Ellis “Ginger” Wallace


Your charitable gift to Father Joe’s Villages is a personal expression of your goals, interests and beliefs. Whatever the size or form of your gift, we will work with you and your financial advisors to prepare a plan that reflects your philanthropic intent while maximizing benefits both to you and to Father Joe’s Villages.


Seminar highlights charitable giving methods for maximum benefi t “


but who also wish to eventually make a signifi cant gift to their favorite charities. Legacy planning gifts, including donor advised funds and private foundations, allow you to control your contribution to charity during your lifetime and thus increase your emotional benefi t. Donor- advised funds are easy to establish, have no required distributions, and allow you to involve your family by naming a successor trustee. Private foundations take more effort to set up but can be very emotionally rewarding for you as the contributor. Grants from a private foundation can be made to a single charity or several charities and can be focused very closely on helping the causes about which you are passionate. Other options, such as naming a charity as


benefi ciary on your life insurance policy or contributing property as a life estate gift, can increase your giving potential as well. Peltekian and his presenting colleagues stressed the importance of consulting with a fi nancial planner if you have assets you mean to eventually leave to family or other benefi ciaries. “A skilled fi nancial planner can help you maximize the benefi t of your gift both to your heirs and to your favorite charities,” Fletcher said. ■


“Back to School” luncheon coming soon.


For more information, visit www.neighbor.org or call Planned Giving Offi cer Joe Perucca at (619)446-2143.


ENDOWMENTS


We have a variety of endowments to which you can make a gift. Or, we would be glad to establish an endowment on your behalf. Our present endowments include:


McEvoy Fund


supports children and teens Stumm Fund


provides college scholarships and expenses for teens


Sullivan Fund


provides for college scholarships and expenses for teens


Gresens Fund


provides for college scholarships and expenses for teens


To learn more please contact: Joe Perucca (619) 446-2143 • jperucca@neighbor.org


Please send me more information on how a planned gift to Father Joe’s Villages®


will benefi t me. Bequest Pooled Income Fund Charitable Remainder Trust Bank Account Benefi t


 I / We named Father Joe’s Villages in our estate plans. Name Address City


State Phone ( ) Email me at:


Please choose the Father Joe´s Villages partner you wish to support:  Father Joe's Villages


 National AIDS Foundation/ Josue Homes


 St. Vincent de Paul Village  Martha’s Village & Kitchen


Please detach and send in to your offi ce of choice.


 Toussaint Academy San Diego


 A Children’s Village  Rancho San Vincente


 Toussaint Youth Villages:


Yes, I want to know more about Planned Gifts! San Diego Offi ce


Life Estate IRAs/Life Insurance


Joe Perucca Planned Giving Offi cer Father Joe’s Villages


3350 E Street San Diego, CA 92102-3332 (619) 446-2143 jperucca@neighbor.org


Zip Indio Offi ce


Mark Wasserman Director, Charitable Giving Team Martha's Village & Kitchen


83791 Date Avenue Indio, CA 92201-4737 (760) 347-4741 x302 mark.wasserman@neighbor.org


Estate Planning


Using benefi ciaries’ full names – spelled correctly – and including up-to-date addresses is half the battle in creating an indisputable estate plan. If you have remembered one of Father Joe’s Villages in your plan, check your documents and be sure this information is current and accurate:


Father Joe’s Villages 3350 E Street, San Diego, CA 92102-3332


St. Vincent de Paul Village 3350 E Street, San Diego, CA 92102-3332


Martha’s Village & Kitchen 83791 Date Avenue, Indio, CA 92201-4737


Toussaint Youth Villages 3350 E Street, San Diego, CA 92102-3332


National AIDS Foundation/Josue Homes 3350 E Street, San Diego, CA 92102-3332


• Tax ID 33-0492304 • Tax ID 33-0492302 • Tax ID 33-1777892 • Tax ID 91-2154722 • Tax ID 33-0781710


Questions? Contact Joe Perucca at (619) 446-2143 or jperucca@neighbor.org


FAST FACTS


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