a gift planning guide - cave hill heritage foundation · 2016-05-12 · a gift planning guide 701...

2
A Gift Planning Guide 701 Baxter Avenue Louisville, KY 40204 Cave Hill Heritage Foundation Phone: 502-451-5630 Fax: 502-451-5655 www.cavehillcemetery.com Cave Hill Heritage Foundation, Inc. A Kentucky Not-for-Profit Corporation Dedicated to the Restoration, Preservation, & creation of Educational Opportunities for Louisville’s landmark. Life Income Funds Donors wanting to generate income for their lifetimes while making an ultimate financial contribution to the Cave Hill Heritage Foundation should consider establishing a life income fund, such as a charitable remainder trust or a charitable gift annuity. Property Donation You can even donate real estate to the Cave Hill Heritage Foundation. This type of asset can be used to create a permanent endowment fund in your name that will benefit the Cave Hill Heritage Foundation in perpetuity. Thank you for your continual efforts in making Cave Hill Cemetery the premier cemetery in the state of Kentucky. If you have any questions regarding our gift planning options, please call the Cave Hill Heritage Foundation at (502) 451-5630. The Cave Hill Heritage Foundation has chosen to partner with the Community Foundation of Louisville to accept assets on its behalf and administer life income funds and certain types of planned gifts for its donors. Community Foundation of Louisville (502) 585-4649 www.cflouisville.org Restoration project made possible by the Cave Hill Heritage Foundation.

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Page 1: A Gift Planning Guide - Cave Hill Heritage Foundation · 2016-05-12 · A Gift Planning Guide 701 Baxter Avenue Louisville, KY 40204 Cave Hill Heritage Foundation Cave Hill Heritage

A G

ift P

lann

ing

Gui

de

701

Baxt

er A

venu

e Lo

uisv

ille,

KY

402

04

Ca

ve

Hil

l H

er

ita

ge

F

ou

nd

at

ion

Phon

e: 50

2-45

1-56

30

Fax:

502

-451

-565

5 w

ww

.cave

hillc

emet

ery.c

om

Cav

e H

ill H

erita

ge F

ound

atio

n, In

c.

A K

entu

cky N

ot-for

-Prof

it Co

rpor

ation

Ded

icat

ed to

the

Rest

orat

ion,

Pr

eser

vatio

n, &

cre

atio

n of

Edu

catio

nal O

ppor

tuni

ties f

or

Lo

uisv

ille’

s lan

dmar

k.

Life

Incom

e Fun

ds

Don

ors w

antin

g to

gen

erat

e in

com

e fo

r th

eir l

ifetim

es w

hile

mak

ing

an u

ltim

ate

fin

anci

al co

ntrib

utio

n to

the

Cave

Hill

Her

itage

Fo

unda

tion

shou

ld c

onsid

er e

stab

lishi

ng a

life

in

com

e fu

nd, s

uch

as a

cha

ritab

le re

main

der

trust

or a

cha

ritab

le g

ift a

nnui

ty.

Prop

erty D

onat

ion

You

can

eve

n do

nate

real

esta

te to

the

Cave

Hill

Her

itage

Fou

ndat

ion.

Thi

s typ

e of

as

set c

an b

e us

ed to

cre

ate

a pe

rman

ent

en

dow

men

t fun

d in

you

r nam

e th

at w

ill

be

nefit

the

Cave

Hill

Her

itage

Fou

ndat

ion

in

perp

etui

ty.

Than

k yo

u fo

r you

r con

tinua

l effo

rts in

mak

ing

Cave

H

ill C

emet

ery

the

prem

ier c

emet

ery

in th

e st

ate

of

K

entu

cky.

If y

ou h

ave

any

ques

tions

rega

rdin

g ou

r gift

pl

anni

ng o

ptio

ns, p

leas

e ca

ll th

e Ca

ve H

ill H

erita

ge

Foun

datio

n at

(502

) 451

-563

0.

The

Cave

Hill

Her

itage

Fou

ndat

ion

has c

hose

n to

par

tner

with

the

Com

mun

ity F

ound

atio

n of

Lo

uisv

ille

to a

ccep

t ass

ets o

n its

beh

alf a

nd

adm

inist

er li

fe in

com

e fu

nds a

nd c

erta

in ty

pes

of p

lanne

d gi

fts fo

r its

don

ors.

Com

mun

ity F

ound

atio

n of

Lou

isvill

e (5

02) 5

85-4

649

ww

w.cf

loui

svill

e.org

Rest

orat

ion

proj

ect m

ade

poss

ible

by

the

Cave

Hill

Her

itage

Fou

ndat

ion.

Page 2: A Gift Planning Guide - Cave Hill Heritage Foundation · 2016-05-12 · A Gift Planning Guide 701 Baxter Avenue Louisville, KY 40204 Cave Hill Heritage Foundation Cave Hill Heritage

T

here

are

man

y w

ays t

o m

ake

a gi

ft to

supp

ort t

he C

ave

Hill

Her

itage

Fou

ndat

ion,

no

ne o

f whi

ch a

re c

ompl

icate

d. O

ppor

tuni

ties

for g

ift p

lanni

ng in

clud

e m

akin

g a

cash

do

natio

n, p

rovi

ding

app

recia

ted

secu

ritie

s,

a m

emor

ial d

onat

ion,

leav

ing

a be

ques

t in

your

w

ill o

r by

crea

ting

a gi

ft th

at p

ays y

ou in

com

e fo

r life

and

then

ben

efits

Cav

e H

ill C

emet

ery.

Gift

s For

Tod

ay

App

reciat

ed S

ecurit

ies

App

recia

ted

secu

ritie

s can

be

dona

ted

to

the

Cave

Hill

Her

itage

Fou

ndat

ion

by

co

ntac

ting

your

stoc

k br

oker

and

mak

ing

a

requ

est t

o tra

nsfe

r a n

umbe

r of s

hare

s to

the

foun

datio

n. Y

our b

roke

r will

con

tact

us t

o co

mpl

ete

the

trans

fer,

at w

hich

poi

nt w

e w

ill

liqui

date

the

secu

rities

. You

may

be

eligi

ble

for

an in

com

e ta

x ch

arita

ble

dedu

ctio

n ba

sed

upon

th

e fa

ir m

arke

t valu

e of

the

secu

rities

on

the

day

you

mak

e th

e gi

ft.

End

owed

Fun

ds

Don

ors c

an a

lso e

stab

lish

a pe

rman

ent g

ift

fund

to p

erpe

tuall

y su

ppor

t the

Cav

e H

ill

Her

itage

Fou

ndat

ion.

You

r nam

ed e

ndow

men

t fu

nd w

ill p

rovi

de a

nnua

l gra

nts t

o th

e Ca

ve H

ill

Her

itage

Fou

ndat

ion

for i

ts g

ener

al pu

rpos

es,

and

is an

end

urin

g leg

acy

for g

ener

atio

ns to

co

me.

Mem

orial

Gift

s

A

gift

in m

emor

y of

you

r lov

ed o

ne is

a

simpl

e w

ay to

supp

ort t

he C

ave

Hill

Her

itage

Fo

unda

tion.

Mem

orial

tree

s and

ben

ches

can

be

pur

chas

ed fo

r a n

omin

al fe

e or

a d

onat

ion

can

be m

ade

in so

meo

ne’s

nam

e.

Gift

s for

Tom

orro

w

Th

ere

are

man

y op

portu

nitie

s for

don

ors

to m

ake

futu

re g

ifts t

o th

e Ca

ve H

ill

Her

itage

Fou

ndat

ion.

For

exa

mpl

e, yo

u ca

n le

ave

a be

ques

t, de

signa

te b

enef

iciar

y st

atus

on

life

insu

ranc

e po

licies

or r

etire

men

t

ac

coun

ts, e

stab

lish

life

inco

me

fund

s, or

dona

te p

rope

rty.

We

wou

ld b

e ho

nore

d to

lear

n of

you

r

inte

nt in

this

rega

rd. N

ot o

nly

do w

e w

ant

the

oppo

rtuni

ty to

than

k yo

u, b

ut it

is

impo

rtant

for u

s to

know

that

we

can

carr

y ou

t you

r int

entio

ns.

Bequ

est

Ther

e ar

e m

any

adva

ntag

es to

es

tabl

ishin

g a

bequ

est t

o th

e Ca

ve H

ill

H

erita

ge F

ound

atio

n, su

ch a

s mak

ing

a lar

ge

futu

re g

ift a

t no

imm

ediat

e co

st. T

his c

an b

e do

ne b

y a

simpl

e st

atem

ent i

n yo

ur w

ill, s

uch

as:

I giv

e th

e Ca

ve H

ill H

erita

ge F

ound

atio

n,

701

Baxt

er A

venu

e, Lo

uisv

ille,

Ken

tuck

y 40

204,

Fe

dera

l ID

56-

2498

254,

(___

__%

of

the

resid

ue o

f my

esta

te) o

r (th

e su

m o

f $_

____

____

), to

be

used

by

the

Cave

Hill

H

erita

ge F

ound

atio

n w

here

ver t

he n

eeds

an

d op

portu

nitie

s are

gre

ates

t.

Life

Insu

ranc

e and

Reti

remen

t Plan

s

P

roce

eds f

rom

a li

fe in

sura

nce

polic

y or

as

sets

from

a re

tirem

ent a

ccou

nt c

an b

e

easil

y do

nate

d to

the

Cave

Hill

Her

itage

Fo

unda

tion.

You

sim

ply

need

to in

form

you

r po

licy

hold

er o

r ret

irem

ent p

lan

ad

min

istra

tor o

f you

r des

ire.

Wha

t will

tom

orro

w a

t Cav

e H

ill

Cem

eter

y lo

ok li

ke?

You

deci

de.

Whe

n yo

u m

ake

a gi

ft to

the

Cave

H

ill H

erita

ge F

ound

atio

n, y

ou

inte

grat

e yo

ur p

erso

nal i

deal

s to

he

lp s

hape

the

futu

re o

f Lo

uisv

ille’

s la

ndm

ark.

Stee

ped

in h

isto

ry, C

ave

Hill

Cem

eter

y

prov

ides

a st

agge

ring

glim

pse

of ti

me

stoo

d st

ill. S

tarti

ng w

ith 4

5 ac

res i

n 18

48,

Cav

e H

ill h

as st

eadi

ly b

uilt

upon

the

prin

cipl

es o

f the

Vic

toria

n, ru

ral G

arde

n St

yle

cem

eter

y m

ovem

ent a

nd d

evel

oped

in

to o

ne o

f the

mos

t rec

ogni

zed

cem

eter

ies

arou

nd th

e w

orld

.

As a

nat

iona

lly re

cogn

ized

arb

oret

um a

nd

the

rest

ing

plac

e of

Civ

il W

ar g

ener

als

to

gian

ts in

phi

lant

hrop

y, th

e ce

met

ery

has

neve

r cea

sed

to b

e a

livin

g pa

rt of

Loui

svill

e hi

stor

y. N

ow is

you

r opp

ortu

nity

to

pla

y an

act

ive

part

as a

supp

orte

r of t

he

Cav

e H

ill H

erita

ge F

ound

atio

n.

Note

: The

Cav

e Hill

Heri

tage

Foun

datio

n, its

staff

an

d dir

ector

s, or

assoc

iated

orga

niza

tions

do n

ot

pr

ovide

tax

or le

gal a

dvice

prio

r to m

akin

g any

char

itable

gift.

Tax

and

lega

l pro

fessio

nals

shou

ld be

con

sulte

d for

such

infor

matio

n.