Planned Giving

How it works

• Include a bequest to AFSH in your will or trust.
• Make your bequest unrestricted or direct it to a specific purpose.
• Indicate a specific amount a percentage of your estate or a portion of the balance remaining in your estate or trust.

Benefits

• Your assets remain in your control during your lifetime.
• You can modify your bequest to address changing circumstances.
• You can direct your bequest to a particular purpose (restrictions may apply; contact us to discuss)
• Under current tax law there is no upper limit on the estate tax deduction for your charitable bequests.

• You want to help ensure the future viability and strength of the AFSH.
• Long-term planning is more important to you than an immediate income-tax deduction.
• You want the flexibility of a gift commitment that does not affect your current cash flow.

set up a bequest

You can name the American Foundation for Surgery of the Hand as a beneficiary of a sum of money, or a percentage of your estate in your will or living trust. This revocable gift allows you the flexibility to revise your wishes over time as life circumstances change.

Sample Bequest Language  

• Specific: I give $ _____ (number spelled out) to the American Foundation for Surgery of the Hand, present address at Dept 2026, PO Box 87916, Carol Stream, IL 60188-9981.
• Fraction: I give the American Foundation for Surgery of the Hand (AFSH) _____ % (fraction spelled out) of the rest, residue, and remainder of my estate, after payment of all specified bequests, expenses, taxes, and debts, to the AFSH, present address at Dept 2026, PO Box 87916, Carol Stream, IL 60188-9981.
• Residual: I give the rest, residue, and remainder of my estate, after the payment of all specified bequests, expenses, taxes, and debts to the American Foundation for Surgery of the Hand, present address at Dept 2026, PO Box 87916, Carol Stream, IL 60188-9981. 

Give a policy you no longer need to the Hand Foundation. 

How It Works

• You transfer ownership of a paid-up life insurance policy to the AFSH.
• The Hand Foundation cashes the policy now or maintains it and receives the death benefit later.
• Make your gift by naming the AFSH as the irrevocable owner and beneficiary of a paid-up insurance policy on your life (this arrangement makes the gift complete in the eyes of the IRS).

Benefits

• You will receive an immediate charitable deduction for your gift. It will be the lesser of the policy's fair market value or the total of your net premium payments.
• You gain the satisfaction of making a significant gift to the Hand Foundation without adversely affecting your cash flow.

Make the AFSH the beneficiary of a Life Insurance Policy or the beneficiary of a will and join the AFSH Heritage Society! To enroll, complete our online Notice of Intent form. 

Thank You, Heritage Society Members!

John M. Agee, MD
Tyrone D. Artz, MD*
James R. Boatright MD
George P. Bogumill, MD, PhD*
William P. Cooney MD
Blair C. Filler MD
Thomas J. Fischer MD
Robert J. Foster MD
David P. Green MD
Warren C. Hammert MD
James H. House, MD
Richard S. Idler MD
L. Scott Levin, MD, FACS
Ronald L. Linscheid, MD*
Graham D. Lister MD
Paul R. Manske, MD*
Edward A. Nalebuff MD*
William L. Newmeyer MD
Vincent D. Pellegrini Jr. MD
Dennis B. Phelps MD
William H. Seitz Jr. MD
John H. Smith Jr. MD*
Bruce Steinmann and and Lucy Mackey (on behalf of Scott P. Steinmann, MD & Julie Adams, MD)
James W. Strickland MD
Julio Taleisnik MD
James R. Urbaniak MD
E. F. Shaw Wilgis MD
Douglas C. Wisch, MD

*Deceased