Dollars raised as of April 20, 2011:


$8,122,936 Ways to Give


There are lots of different ways to contribute to Values. Vision. Innovation: The Campaign for Little Company of Mary Hospital. Use this chart to help you find the right giving opportunity for you, and call our Foundation staff at (708)229-5067 if you have questions.


Life - Income


GIFT ANNUITY Yes


Income Tax Deduction


Yes, based on age(s)


Benefits to Donor


· Sizeable tax · Partial tax exemption · Capital gain realized over life expectancy · Income payments · No legal fees


DEFERRED GIFT ANNUITY


Yes Yes, based on age(s)


· Sizeable deduction · May choose when income to begin · Perferentail of capital gains · Income payments · No legal rees


ANNUITY TRUST UNITRUST


APPRECIATED ASSET


WEALTH REPLACEMENT


Yes


No Yes


Yes, present value of charitable remainder interest


Yes, fair market value


Yes, present value of charitable remainder interest


LIFE INSURANCE


BEQUEST No No


Yes, replacement value plus future premiums


No


· Income tax deduction · Avoid capital gains tax · Estate tax


· Avoid capital gains tax


· Income tax deduction · Avoid capital gains · Increased income · Estate tax savings · Benefits family members and charity


· Initial tax deduction · Large gift for small premium


· Estate tax deduction · The ultimate gift


Value to Charity


Substantial gift


Age Preference


55-90


GOAL: $12,500,000


Substantial gift


25-55


Receives assets of trust


Substantial gift


Receives assets of trust


Any age


Any age 50+


A sizeable gift at death of donor


May be a sizeable gift


Any age Any age


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