Planned Giving

The Arnold and Francis Jones Endowment

On the walls of the Emergency Room at Marshall Hospital are the big, bold words The Arnold and Frances Jones Endowment Emergency Department and Trauma Center. The simple story behind the largest donor to the $4 million dollar Campaign for Emergency Services and Community Health conveys our mantra Hope.Healing.Here.

Arnold was a simple man of Dutch frills but tons of common sense. If you saw him on the street, you would never pick him out as a person with much money. But in his heart, he had a passion for healthcare. You would often see him in a red flannel shirt or a cotton one made by Frances. A heavy equipment operator by trade, Arnold owned his own business and worked hard. He would recall tender memories as a child of his mother who was a nurse. In fact with a gleam in his eye, he would fondly refer to her as "me mudder!"

A former El Dorado Rose, Frances owned Frances' Clothes Closet in Camino. Most of the smartly dressed ladies in Apple Hill purchased their wardrobe at the small, but popular shop across from the Jones property on Pony Express Trail. Renowned for her classes in pine needle basketry, Frances later died of respiratory failure.

The Jones Family believed in helping their community and Arnold’s passion for leaving a legacy for the community good and healthcare brought him to consider Marshall for his lasting tribute to his only true love, Frances.

Often Arnold would fix tuna sandwiches for representatives of Marshall who came to visit him and his little dog as he told many stories of their life in Apple Hill. He believed in investing in gold and silver and after his death, coins valued at over $400,000 were found in the walls of his very unassuming home. He asked only that his estate valued at $1.2 million be used for the community good. Marshall hopes to one day build a health clinic on the site. As a result of the Jones legacy gift, the healthcare community is currently benefitting now and in the years to come.

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.

Personal Estate Planning Kit Request Form

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eBrochure Request Form

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