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Supporting the Otterbein Mission Today...And Tomorrow

Dr. Frances E Robinson smilingDr. Frances E. Robinson understands the importance of having a plan for retirement. She is in the process of moving from her home in Boca Raton, Fla., to a retirement community nearby. Her mother, Goldie Fowl, a resident of Otterbein Lebanon, says she can "rest easy now."

Goldie has been encouraging Frances to make the move, knowing that her only daughter can enjoy the safe, secure and engaging lifestyle that retirement living offers. After all, Goldie has been a resident at Otterbein Lebanon for more than 30 years and, as she puts it, "I have enjoyed my years here to the fullest."

Frances, too, has come to know and love Otterbein. During her long visits, she stays on campus and considers her mother's friends part of her extended family. The vitality that Frances experiences and the compassionate care she sees extended to all residents led her to include Otterbein in her will.

"Unless you have lived many miles from your parents, you cannot possibly comprehend the contented, stress-free feeling that Otterbein provides in the overseeing of the needs and the pleasures of our parents," Frances says. "Just a glance at the monthly activities sheet tells the story. Otterbein is there."

Goldie and Frances credit the active lifestyle at Otterbein for seeing Goldie through her retirement years. Frances and Goldie agree: "There are so many ways to be involved and to give to others—it keeps you from focusing too much on those little aches and pains that come with living a long life."

Over the years, Frances has supported the Otterbein ministry through charitable gifts. "Although I am a thousand miles away, I have the peace that comes from knowing that Otterbein is there," she says. "How could I not support Otterbein? I am deeply indebted to Otterbein for the love and care they provide in my absence."

As a charter member of the "Otterbein Angels" monthly giving club, Frances is happy to do what she can now. By including Otterbein in her will, she is perpetuating her giving into the future—a potential gift that will not affect her current financial situation.

"No matter the amount that might come from my bequest, it will never be enough to match the peace and security Otterbein has afforded our family over the years," Frances says. "It gives me great pleasure to encourage others to remember Otterbein in this way."

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A charitable bequest is one or two sentences in your will or living trust that leave to Otterbein Senior Lifestyle Choices a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

"I give to Otterbein Senior Lifestyle Choices, a nonprofit corporation currently located at Lebanon, OH, or its successor thereto, ______________ [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to Otterbein or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the potential tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to Otterbein as a lump sum.

You fund this trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to Otterbein as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and Otterbein where you agree to make a gift to Otterbein and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

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