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Gift Planning

Our Son David's Journey Home

DavidBy Carin Bockelman

We met our son David at Children's Mercy. My husband, Tony, and I are foster parents and when we were interested in fostering David, his social worker wanted to make sure we knew what was involved. So on Valentine's Day 2008, we were introduced to David.

He was 20 months old and ill with respiratory syncytial virus (RSV) and vitamin D-resistant rickets. A central-line IV had been placed so he could receive his medicine for 12 hours each day, along with a gastrostomy tube to ensure he would not aspirate his food. At the heart of all these tubes and monitor beeps was our David.

Two days later we received approval for David to be our foster son and I moved into the hospital with him. I'd never taken care of a child with a feeding tube or central line, and was worried about learning what to do.

I shouldn't have been worried because the nursing staff and care assistants at Children's Mercy are the BEST! The Child Life team was around to make sure David had toys and whatever he needed. Dr. Tarak Srivastava from nephrology explained David's treatment plan to me. The nurses showed me how to administer his feedings and medications, and coordinated with our home-health agency so I'd know how to care for David with the pumps we'd have at home.

The staff was patient and encouraging. By the time we headed home, I was confident I could care for David.

That was just the beginning. My husband and I jokingly wondered how long it would take to be seen in every clinic—David has been to so many! We have also had multiple visits to Children's Mercy South Urgent Care Center (UCC) and the downtown emergency department. David was transported by ambulance between the two several times. Most notably, the South UCC wonderfully handled two seizures that were very scary for us all. Now 5, David has been hospitalized many times in the four years he's been with us. In many ways, going to Children's Mercy was like going home. Everyone knows David and us. We always know we are in good hands.

In the middle of David's medical journey, we started the process of adopting him, and in August 2009, David legally became our son and brother to John, stationed at Marine Corps Base Camp Pendleton in California; Zeke, 11; Hassani, 10; and Gladys, 8.

Our journey home together started at Children's Mercy, and they still take good care of us!

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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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