Planned Giving

Clay Dieckmann

Respiratory Patients Breathed Easier thanks to this Legacy Gift!

Clay Dieckmann, a soft spoken determined gentleman who passed away at the age of 97, was no ordinary man. A very generous and young-spirited man from Garden Valley, Mr. Dieckmann, recalled both World Wars with a twinkle in his eye. He would look forward to Monday mornings when he'd have a big front-page layout for the San Mateo News. While living in San Francisco he met a sophisticated young woman named Helen. They soon married and she happily devoted the rest of her life to the man of her dreams. In the early 60s they moved to El Dorado County, and Clay went to work part time for the Auburn Journal. They enjoyed many years living on the Divide.

Alexander Massey, M.D. who cared for Helen during her last days, recalled the gentleness given in helping her realize the brief time she had left as she received home care from her respiratory therapist.

After Helen's passing, Clay's dream was to remember Helen in a very special way. Through his generous estate plans with the Marshall Foundation for Community Health, The Helen Dieckmann Fund for Respiratory Home Care was established, fulfilling his desire that other respiratory patients have access to care in their homes.

Thanks to Clay's vision, respiratory patients have found hope to cope with their disease and bridge the gap between services not routinely covered or offered. Ralph Waldo Emerson said, "The man of genius inspires us with a boundless confidence in our own powers." Patients were able to overcome the trying obstacles of their disease and experience daily victories, all because of Clay's legacy to remember Helen.

A charitable bequest is one or two sentences in your will or living trust that leave to Marshall Foundation For Community Health a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

"I give to Marshall Foundation For Community Health, a nonprofit corporation currently located at PO Box 1996, Placerville, CA 95667, or its successor thereto, ______________* [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to Marshall Foundation or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the potential tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to Marshall Foundation as a lump sum.

You fund this trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to Marshall Foundation as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and Marshall Foundation where you agree to make a gift to Marshall Foundation and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

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