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Gift Planning

A Lasting Legacy: Legacy Honor Roll Luncheon


Children's Mercy held a luncheon on Oct. 6 to honor four family legacies, each making major donations to the hospital, worth approximately $4 million total. Pictured, from left, Lori Feek with UMB (Ervin Trust); Liz Rowe and Amy Pieper with Commerce Trust (Young Trust); Dr. Randall O'Donnell, Children's Mercy President and CEO; Donald Edinger with BMO Trust (DeLappe Trust); and Colin Gotham with Evans & Mullinix (Basler Estate).

Jim Rohn says, "All good men and women must take responsibility to create legacies that will take the next generation to a level we could only imagine."

Creating such a legacy is at the heart of our work at Children's Mercy.

We use the word "legacy" to describe something that is handed down from one generation to the next. What is our Children's Mercy legacy? How do we define it? How is it created?

Ours is a legacy of ever-advancing, compassionate pediatric health care for all children. Whether you're a nurse, volunteer, physician or executive, we come to work every day expanding on a legacy created nearly 120 years ago.

Out in the community, an altogether different group of people have committed to ensuring our legacy continues to thrive. Legacy Honor Roll members are a unique group of generous people who have decided to leave Children's Mercy in their estate plans through a planned gift.

legacy luncheon

Mary Ann Meeks, Legacy Honor Roll member, left, and Kate Migneron, Director of Philanthropic Giving, attended the luncheon and panel discussion held at the Kauffman Foundation on Monday, Sept. 21.

"Donors who make planned gifts send a message to others that they believe in the future of Children's Mercy and our service to children for generations to come," says Jenea Oliver, vice president of philanthropy.

To date, more than 500 community members have bestowed Children's Mercy a portion of their estate in the form of a will, retirement plan, life insurance plan and/or trust. Some of these members may have had a child here, while others have never stepped foot in our hospital; however, all of these members have decided that they want to make sure Children's Mercy, and its employees, can continue building a legacy of healthy tomorrows for all children.

In return, our Legacy Honor Roll supporters have also become part of our legacy. You'll see their names, along with other donors, engraved throughout the hospital on walls, pictures, plaques and entrances.

To celebrate this unique group of donors, Children's Mercy recently hosted a Legacy Honor Roll Luncheon where a panel, representing Ambulatory Services, Graduate Medical Education, Environmental Services and Children's Mercy Foundation presented on the importance of planned gifts. The panelists spoke about our history and how planned gifts have allowed Children's Mercy to expand and improve care for children throughout the years.


Moderated by Jake Jacobson Sr., Manager of Public Relations, panelists, from left, Bill Waugh, Jane Knapp, MD; Jesse Smith; and Betty Boyd, RN discussed the importance of philanthropic giving and the impact of planned gifts on future generations of children seen at Children's Mercy.

"The legacy our donors leave will last a lifetime and beyond," says David Westbrook, Senior Vice President of Strategy and Innovation.

During the luncheon, donors were recognized and given an Honor Roll pin as an expression of gratitude for their future commitments to Children's Mercy through planned gifts.

"Donors make it possible to continue our legacy," Jenea says. "When you look at how far we've come in pediatric health care over the past five generations, it is miraculous. Our donors make miracles happen and are changing the lives of children. What a sense of pride they must feel for being a part of that."

Leave Your Legacy
If you would like to learn more about gift planning please refer to our website.

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A charitable bequest is one or two sentences in your will or living trust that leave to Children's Mercy 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 Children's Mercy, a nonprofit corporation currently located at Kansas City, MO, 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 Children's Mercy 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 Children's Mercy 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 Children's Mercy 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 Children's Mercy where you agree to make a gift to Children's Mercy 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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