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800 Meadows Road, Boca Raton, FL 33486 | 561.955.4142

Estate Gifts Help Secure the Future of Boca Raton Regional Hospital for Generations to Come

Barbara and Charlie Ackerman

Barbara and Charlie Ackerman

Although the weather in Seattle is quite different, the once-permanent home of Barbara Clanton Ackerman and Charles (Charlie) Ackerman did share something in common with Boca Raton—they were surrounded by great healthcare facilities. Hailing from the neighborhood of First Hill (also known as “Pill Hill”), Barbara and Charlie had easy access to Harborview, Swedish Medical Center, and Virginia Mason Medical Center. Now, in Boca Raton, they have access to Boca Raton Regional Hospital and all of our specialty institutes.

The Ackermans have lived part time in Boca for 30 years, and in 2013 they moved here permanently. Having treasured their time in Seattle, Barbara and Charlie both agree that the weather here in South Florida is a bit more pleasant overall, especially compared to the winters that Charlie endured while completing his degree at Cornell University.

Over the course of the past eight years, they have both been patients at Boca Regional for different reasons. Barbara stated that they have found the care to be phenomenal and the staff even better. Barbara and Charlie have always believed in giving back and making an impact, and their new affinity for our hospital led them to include a significant gift for Boca Regional in their estate plan.

After graduating from the University of Washington and working as a school teacher, Barbara understands the importance of helping where it’s needed most. For this reason, the Ackermans directed their estate gift to Boca Regional’s greatest need when it comes to fruition.

Charlie’s professional career in the stock market made it easy for him to realize that when giving back, it’s important to diversify. Soon after including Boca Regional in their estate plan, they made another generous planned gift—this time in the form of a charitable gift annuity!

Boca Raton Regional Hospital is so thankful for donors like Barbara and Charlie Ackerman who realize that our community needs a thriving healthcare facility, now and in the future. It’s because of estate gifts like theirs that Boca Regional will continue to be a preeminent healthcare organization in South Florida for many years to come.

Like the Ackermans, you can create a gift that ensures we can continue to deliver the highest-quality patient care. To learn more, please contact Michael Indiviglio at 561-955-4142 or mindiviglio@baptisthealth.net.

A charitable bequest is one or two sentences in your will or living trust that leave to the Boca Raton Regional Hospital Foundation 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 the Boca Raton Regional Hospital Foundation, a nonprofit corporation currently located at 800 Meadows Road, Boca Raton, FL 33486, 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 the Boca Raton Regional Hospital Foundation 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 the Boca Raton Regional Hospital Foundation 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 the Boca Raton Regional Hospital Foundation 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 the Boca Raton Regional Hospital Foundation where you agree to make a gift to the Boca Raton Regional Hospital Foundation 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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