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Realize the Power of a Gift

Planned Giving

Rex Legacy Circle

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When you make a planned gift to Rex, you invest in the future health and well-being of your loved ones, colleagues, friends and neighbors. You help ensure that outstanding healthcare will be available in our community for years to come. Planned gifts ensure that the hospital will have sufficient resources to adopt new health discoveries and emerging technologies that will improve our patients' lives.

Legacy Circle SignDeferred gifts require thoughtful planning and foresight. To recognize the generosity of donors who create these special legacies, the Rex Healthcare Foundation has created the "Rex Legacy Circle." The circle recognizes the deferred gifts of donors who have created a legacy that echoes the vision of John Rex whose own gift established Rex Hospital in 1894. Please consider building a legacy through your IRA, qualified retirement account, life insurance policy, or will.

Please contact Amy Daniels, Major Gifts Officer, at 919-784-4434 or amy.daniels@unchealth.unc.edu today for more information about how you can join this group of generous donors.

Here is a list of our current Rex Legacy Circle members, as of April 30, 2015.

Mr. and Mrs. Glenn E. Anderson*
Mr. and Mrs. Glenn E. Anderson, Jr.
Cathy and Daniel Arsenault
Mr. Charles Beaird*
Danny Wayne Bridgers
Cou and Kay Browne*
Camp-Younts Foundation
Dr. Jean Carter
Ms. Rosa Lee A . Cozart*
Dr. Jeffrey M. Crane
Dick and Marlene Daugherty
Mrs. Alice F. Eure*
Louise Elizabeth Farmer*
Lollie Bell Frazier*
Ms. Pauline H. Goodwin*
Mr. Eugene Griffin Hines*
Dr. Vincent L. Hoellerich
Mr. and Mrs. Earl Johnson, Jr.
Mr. and Mrs. Earl Johnson Sr.*
Claudia and Bobby Kadis
Mary Kate Keith
Mr. Edgar R. Lorenz*
Dr. J. Tift Mann
William Harvey McLean, Sr.
Mr. John Taylor McMillan*
Mr. and Mrs. George A. Moore, Jr.*
Alice F. Morton*
Mr. Philip T. O'Hara*
Ms. Teresa K. Patterson*
The Peyton Family
John W. Querry*
Mr. W. Trent Ragland, Jr.
Mr. Guy W. Richards*
Herbert B. Ruffin*
Mr. William H. Stephens*
Mr. and Mrs. Scott A. Striegel
Elizabeth Warren Thompson*
Ms. Phyllis S. Wall*
Nell Driver Weaver*
Dr. and Mrs. Andrew B. Weber
Dr. Annie Louise Wilkerson*
Mr. and Mrs. Joseph Zaytoun
Dr. and Mrs. Kenneth D. Zeitler
Anonymous

* Deceased

eBrochure Request Form

Please provide the following information to view the brochure.

A charitable bequest is one or two sentences in your will or living trust that leave to The Rex Healthcare Foundation 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, [name], of [city, state, ZIP], give, devise and bequeath to The Rex Healthcare Foundation [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 the 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 gift 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 receive an immediate federal income tax charitable deduction. 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 the Foundation as a lump sum.

You fund this trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. 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 the 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 the Foundation where you agree to make a gift to the 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

Please provide the following information to view the materials for planning your estate.