Leave a Lasting Legacy

Paul S. Auerbach, MD, MS Michlle Blanda, MD Cherri D. Hobgood, MD

A Special Thanks to Our Legacy Society Donors

Robert S. Hockberger, MD Andy S. Jagoda, MD David P. Sklar, MD Brian J. Zink, MD

Leave a Lasting Legacy

You’ve helped shape today’s emergency medicine (EM) care through your research and intellectual contributions on SAEM and SAEMF committees, through your generous giving, and possibly even as an SAEM or SAEMF leader. Maybe you received a grant or benefitted from SAEM’s research education and training. The SAEM and SAEMF have touched many SAEM members in unique ways, and supported your careers and patient care for many years. Today SAEMF invites you to consider a planned gift to join the Legacy Society. In doing so, you help ensure that future SAEM members have these same opportunities. The Legacy Society is our way of thanking and applauding our thoughtful, visionary donors who commit to include the SAEMF in their estate plans or planned giving, thereby solidifying future support of this organization that’s been so important to them during their careers. Read on to learn more about legacy giving options you may want to consider.

When is the right time to make a Legacy gift?

Experts recommend that you review your estate plan and will throughout your lifetime, but especially when these 12 life events occur (source Kiplinger). When you update your will is also a good time to consider adding SAEMF as a beneficiary.

Are you ready to make a Legacy gift?

If you are prepared to make a legacy gift decision now, see the options on the next page for your consideration. A simple bequest is often the easiest. Here’s the language to include in your bequest and/ or trust: I give, devise, and bequeath to The SAEM Foundation, a 501(c)(3) charitable organization having its principal offices in Des Plaines, Illinois: the sum of $_____ or _____ percent of my estate. [or all (or _____ percentage of) the rest, residue and remainder of my estate.] This gift is to be used to further the charitable purposes of The SAEM

Foundation, the philanthropic arm of the Society for

Academic Emergency Medicine, at the discretion of the foundation's board of trustees. (The SAEM Foundation Taxpayer Identification Number is 26-2371803.) Each donor’s goals are unique, so we recommend consulting with your financial advisor to identify a planned gift that aligns with your intentions. Let us know if you’d like to visit with one of our Legacy Gifts Committee members about their SAEMF planned gift experiences.

Find out more in our Donor Guide >>> DONOR GUIDE

Here are a few legacy giving options:

Identify Your Goal Consider Gift Option with Advisor Method Potential Benefit

Make a gift that costs you nothing during your lifetime Bequests — gifts through your will/trust

Include a gift of cash, property, or share of your estate in your will or trust – See the Bequest/Trust Language for your will in this document.

Make a gift while leaving more of your estate to your heirs

Designation gifts of retirement assets (e.g., 401-K, IRA) Name us as the charitable beneficiary of your retirement plan and pass less taxed assets to your heirs. Check with your advisor about gifting a portion of your IRA during your life and receiving a charitable deduction. A gift that does not affect your cash flow today and that can be adjusted as circumstances change.

Avoid income tax on assets; pass more of your estate to your heirs.

Make a gift and receive a steady income for life Charitable Remainder Trusts With a charitable remainder trust, you or other named individuals, can receive income for life or a period not exceeding 20 years from assets you give to the trust you create. By designating the SAEMF as a beneficiary, you are helping to secure the future of SAEMF. Diversify assets, avoid or defer capital gains, receive charitable deduction, secure future income.

Make a large gift at little cost Life insurance

Name SAEMF as beneficiary or transfer ownership of a policy you no longer need. Take a tax deduction for the cash value now; potential future deductions through gifts to pay policy premiums.

Have you considered a legacy gift to benefit emergency medicine?

“I’ve made an enduring commitment to the SAEMF as a Legacy Society donor as a way of giving back to my profession. As we face the ongoing challenges to our discipline, continuing to build strong foundations in knowledge creation is essential to our professional identity. Building the scientists and educators of the future is the mission of the SAEMF and one I am proud to support."

Cherri Hobgood, MD Professor of Emergency Medicine Indiana University School of Medicine Join Your

Colleagues In the Legacy Society

We’d be honored to welcome you as our newest Legacy Society Donor. The steps to making your legacy commitment are: Step 1 Review the options above and think about options that may align with your intentions to support EM in the future. Step 2 Consult with your financial advisor about your goals and intentions; work with your advisor to finalize your plans and modify your will, or to take steps needed for other planned gift vehicles (for example, adding SAEMF as a beneficiary to your IRA or insurance policy). Step 3 Let us know using the SAEMF Legacy Society Letter of Declaration. Upon receipt, we’ll send you a simple donor agreement to finalize your commitment. Step 4 Share your story with us and others!

Legacy Donors are ...

• featured in online donor listings; • included in annual Legacy Society feature in SAEM Pulse; • highlighted at the SAEM Annual

Meeting via SAEMF's donor wall and other opportunities to celebrate donors; • congratulated for their commitment via SAEM social media channels; and • invited to special SAEMF events.

Questions?

Contact Julie M. Wolfe at jwolfe@saem.org.