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AMCH Planned
Giving
Leaving a Legacy for the
Growth of Homeopathic Medicine
Have you included AMCH in your will or trust? By simply
naming AMCH as a beneficiary or partial beneficiary in
your will, on your life insurance or IRA, you could
leave a lasting legacy that will empower physicians and
practitioners of natural medicine for generations.
Toward the end of the year, many people review their
long range estate and financial plans. Wills, life
insurance policies, retirement accounts and other
planning vehicles can offer exceptional opportunities
for leaving a lasting legacy to charitable interests.
There are also ways to provide for meaningful future
gifts while generating income, immediate income tax
savings, and other benefits today.
AMCH Legacy League
The American Medical College of Homeopathy honors those
individuals who have remembered the American medical
College of Homeopathy in their estate plan either
through a will, trust, life income arrangement or other
planned gift. Their generosity is humbling and we are
truly grateful. We are pleased to pay special tribute to
their philanthropic leadership and vision.
When you notify AMCH about your gift, whether intended
or received, you will automatically be enrolled in the
AMCH Legacy League. If you have already included AMCH in
a bequest or other planned giving, we extend our most
sincere thanks and hope you will let us know. Your
willingness to be listed as a member of the AMCH Legacy
League encourages others to follow your example.
The American Medical College of Homeopathy would like to
honor the members of the AMCH Legacy League. These
individuals have named AMCH in their estate planning. We
are very grateful for their support.
- Darlene Atteberry
- Loretta Bardewyck
- Peggy Mee
- Todd and Thelma Rowe
- Judyth and Robert Ulman
If you also have named AMCH as part of your estate and
would like to be listed as part of the AMCH Legacy
League, please contact us at:
AMCH Legacy League, 1951 W. Camelback, Suite
300,
Phoenix, AZ 85015.
Gifts From Your IRA
If you are over the age of 70.5, you may want to
consider making gifts directly from an Individual
Retirement Account (IRA). As part of the Pension
Protection Act of 2006, Congress has made it possible to
make tax-free charitable gifts from your IRA.
Giving in this way assures that these funds will never
be subject to income or estate tax. This may make it
possible to give more at the same or lower cost than in
the past.
Giving Other Assets
Gifts of property such as stocks, bonds, mutual funds,
and other appropriate assets that have increased in
value since you have owned them can result in extra tax
savings. If you have held such assets for longer than a
year, you can generally give them and deduct their
current value, including any “paper profits” from your
taxable income.
Congress has provided that in addition to regular tax
savings, you do not have to pay capital gains tax on
assets given to charity. This additional tax savings is
one reason why some people choose to make their gifts in
this way.
Gifts of appreciated assets can eliminate tax on up to
30% of your adjusted gross income. The assets that are
best to give are those that have increased the most in
value and would result in the greatest capital gains tax
if sold.
Many also choose to give low-yielding assets, resulting
in little or no impact on future spendable income.
If you have investments that have increased in value
since you have owned them, consider selling them and
making a deductible gift of the cash proceeds. This
creates a loss that you may be able to deduct from other
taxable income along with your cash contributions. The
amount of your deductible loss combined with the
charitable deduction may actually amount to more than
the current value of the donated asset.
When making a gift of securities, check with your
financial services provider to ensure that it is
transferred properly and in a timely manner. You should
allow additional time for gifts of mutual fund shares or
non-publically traded securities. We will be pleased to
assist in this process.
For More Information
AMCH is a 501(c)3 organization and all donations are tax
deductible. For further information about the American
medical College of Homeopathy Legacy League or to get
information about a potential planned gift, please
contact us at:
American Medical College of Homeopathy
Attn: Fundraising Director
1951 W. Camelback, Suite 300
Phoenix, Arizona 85015
602-347-7950; 602-864-2949(Fax);
www.AMCofH.org;
info@AMCofH.org
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