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800 Meadows Road, Boca Raton, FL 33486 | 561.955.4142

Marilyn and Stanley Barry: Giving to a Cause You Believe In

Marilyn and Stanley Barry

Marilyn and Stanley Barry's gift will provide a much-needed expansion of our surgical area.

For more than 30 years, Marilyn and Stanley Barry have had a wonderful life in Boca Raton. Having worked in property management and as investor developers in New York City, the Barrys were looking for more of a charming, uncrowded atmosphere for their life in Florida. The Boca area offered just what they wanted: restaurants, entertainment, natural beauty, and a local hospital. Today, both the community and the hospital have grown to an extent that they could have never imagined all those years ago.

The continued growth of Boca Raton Regional Hospital offered Marilyn and Stan benefits that included the peace of mind in knowing that they no longer have to travel back to New York to receive the very best medical care. "This is where we live and we are so fortunate to have top quality physicians and a state-of-the-art hospital right here in our community," says Marilyn.

As Chair of Boca Raton Regional Hospital Foundation, Stan has played a very vital role in the growth and development of the Hospital. Marilyn and Stan both believe it is important to take an active and visible part in supporting the Hospital. "We are happy to demonstrate our belief and commitment," Stan says, "and to encourage others to step forward and do the same. Boca Regional is vital to the quality of life we all enjoy and we want others to feel as strongly about it as we do."

Marilyn and Stan's philanthropic spirit is extraordinary. They are active supporters of numerous other organizations outside of the Hospital, including the University of Miami, Sylvester Comprehensive Cancer Center, Ruth and Normal Rales Jewish Family Services of South Palm Beach County, Donna Klein Jewish Academy, Temple Beth El, and Ronald McDonald House (Oak Brook, Illinois).

At Boca Raton Regional Hospital, the Barrys' extraordinary generosity is evident in the gifted Marilyn & Stanley Barry Center for Cerebrovascular Disease & Stroke at the Marcus Neuroscience Institute. More recently, they made another magnificent donation to the Hospital's campaign that will help modernize and renovate the Hospital campus, enhance and add capacity for key services and new technologies, and improve the experience for patients and their families, physicians, staff, and visitors.

Their gift will provide a much-needed expansion and improvement to the surgical area—going from 16 operating suites to 20, each armed with the latest in surgical technologies and efficiencies.

Making a difference is part of the Barrys' commitment to their community. "It's important to give back if you can," says Stan, "to pay it forward and make an investment in the community. This is our home—let's make it the best it can be."

You, like the Barrys, can make a difference for healthcare in our community. To learn more, 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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