We Will Remember UAMS!

Page 1

WE

WILL

REMEMBER UAMS! “The choice to give, and then see the fruits of that giving during our own lives, has enriched our family.” Dr. Jon & Donna Wolfe


Dear UAMS Family, In 1879, eight physicians had a vision to charter a medical school that would train physicians and treat the sick and injured. They each invested $625, a considerable sum at the time, toward this goal. Almost 140 years later that small school has grown to what we now know as the University of Arkansas for Medical Sciences. The impact of the investment of those original physicians is almost impossible to measure. Each day we work to further our mission to improve the health and health care of Arkansans. As you read the stories enclosed, please give careful consideration to what investment you might be able to make in a college, institute, program or special area at UAMS that has touched your life. How will you remember UAMS? Thank You for caring about Arkansas,

I can rest assured that the mission of

UAMS WILL STAND to improve health care and health care education

continue, succeed, thrive and

Lance Burchett Vice Chancellor of Institutional Advancement

the test of time by leaving a legacy gift!


College of Health Professions College of Medicine College of Nursing College of Pharmacy Fay W. Boozman College of Public Health Graduate School UAMS Medical Center UAMS Northwest Harvey and Bernice Jones Eye Institute Winthrop P. Rockefeller Cancer Institute Jackson T. Stephens Spine and Neurosciences Institute Donald W. Reynolds Institute on Aging Myeloma Institute Psychiatric Research Institute Transational Research Institute Regional Programs Academic Affairs


A Goal, A Strategy, A Benefit.

There are many ways to create your legacy.

YOUR GOAL

YOUR STRATEGY

YOUR BENEFIT

Make a gift to UAMS that

Include a gift from your will or

Help a student with a

costs you nothing now.

trust (cash, specific property,

scholarship, fund research,

or share of the estate).

or give to greatest need.

Avoid capital gains liability

Use appreciated securities like

Buy low and give high and

and take an income

stock to make a current gift.

avoid the capital gains tax.

Leave more of your estate

Name UAMS as beneficiary

Eliminate income tax on

to your heirs.

of your retirement account

retirement plan assets

and leave less-taxed assets

and pass other property

to family.

to your heirs.

Diversify assets and delay

Use a life income plan like a

Receive income from the

capital gains tax on sale of

charitable remainder trust.

trust for you or your heirs

deduction.

then remainder will be a

business or stock.

legacy gift.

giftplanning.uams.edu


We Will Remember UAMS Gift Annuity and Bequest

Dr. Jon and Donna Wolfe “Planned giving has plainly taken strong hold in our family. Our estate planning enabled us to give for things that matter to me and to Donna. The choice to give, and then see the fruits of that giving “The choice to during our own give, and then see lives, has enriched the fruits of that giving during our family. Our first our own lives, foray into planned has enriched giving was to our family.” establish the Robert N. Manley and Robert H. Manley Scholarship in Pharmacy, honoring Donna’s grandfather and father. Next, we took advantage of a charitable gift annuity to endow the Faculty Excellence Award in our College. Those who enter into the planned giving journey will find a path to true joy in building up the enterprise of Arkansas’ only academic health center.”


We Will Remember UAMS Bequest

We Will Remember UAMS Life Insurance

“My wife and I are happy to join these generous partners in supporting the campus in launching new academic programs.”

Drs. Jim Raczynski & Martha Phillips “There are many opportunities to support the students and faculty in the Fay W. Boozman College of Public Health, the youngest college at UAMS with very limited “There are many sources of funds. Both opportunities of our professional to support the lives have focused on students and faculty in the understanding the social Fay W. Boozman determinants of health, College of Public such as education, Health” poverty, culture and race/ethnicity. We have chosen to establish an endowed chair in the Fay W. Boozman College of Public Health both to recognize the contributions of Dr. Tom Bruce, Inaugural Dean of the College, and Delores Bruce, his late wife, and to ensure a focus throughout the existence of the College in meeting our mission of improving the health and well-being of all Arkansans.”

Dr. Peter Kohler “UAMS Northwest Arkansas campus has received tremendous philanthropic support from the region, totaling more than $9 million in gifts and commitments from individuals, foundations and corporations. My wife and I are happy to join these generous partners in supporting the campus in launching new academic programs. We feel good that we are creating the kind of quality program that will produce topnotch practitioners who will help patients in Arkansas for many years to come.”



We invite

you

to become part of the 1879 Society! This prestigious society is our way of honoring individuals now for their future legacy gift. Together We WILL Make a Difference! Tim Dockery, J.D., LL.M. Director of Planned Giving Phone: 501.686.7894 Email: tddockery@uams.edu


CREATE YOUR LEGACY Many UAMS donors have remembered UAMS through a Will, Trust, or beneficiary of a retirement plan account. Here are a few ways to Remember UAMS: 1. General or Outright Bequest I leave (choose one) $_______or______ percent of my estate to the University of Arkansas Foundation, Inc. for the benefit of the University of Arkansas for Medical Sciences (UAMS), a non-profit corporation, Federal Tax ID# 71-605774, for UAMS’ general use and purpose. 2. Residuary Bequest (After you have provided for your heirs) I leave ______ percent of the remainder of my estate to the University of Arkansas Foundation, Inc. for the benefit of the University of Arkansas for Medical Sciences (UAMS), a non-profit corporation, Federal Tax ID # 71-6056774, for UAMS’ general use and purpose.

3. Restricted Bequest If you are considering a bequest but would like to ensure it only be used for your favorite college, institute or program you can designate that in your Will. You can name a specific disease, research program, scholarship fund, college, or give to any other area of interest. 4. Gift Annuity or Charitable Remainder Trust Through a gift annuity or charitable remainder trust you can give an asset now and receive income back for your lifetime. The remainder will benefit UAMS at your passing.

Please contact us if you have any questions about how to make a bequest to UAMS or to request any additional information that might be helpful to you or your attorney.


WE

know that by including UAMS in our

WILL

that students, patients, nurses, physicians-and the

REST ASSURED

of the Arkansas Community-will be

of continued access to medical education, high quality patient care, and life changing research.


The 1879 Society’s mission is to remember those benefactors who are no longer with us and to recognize all living philanthropists who have committed to transforming the future of medicine with a bequest to UAMS. If you have remembered UAMS with a bequest in your will, trust, life insurance, retirement plan or any other method, it would be our privilege to welcome you to this society.


we will remember UAMS!

4301 West Markham Street, #716 Little Rock, AR 72205 Phone: (501) 686-7894 or (501) 765-2388 Fax: (501) 686-5067


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