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