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Remarkable Joy in Supporting a Place We Love

By John Quinn

John and Julie QuinnIt has been our experience that New Year's resolutions and Lenten disciplines often fall short of their intended goals. It has also been our experience that investments in The Huntington always exceed our expectations. Whether it is volunteering as a docent, joining a donor group, or planning an estate gift to The Huntington, unexpected bonuses have resulted.

As a special docent, Julie devoted 25 years to all the major disciplines, and recently became emerita to give more time to our eight grandchildren. She exposed thousands of children and adults to the wonders of the gardens, libraries, and art galleries.

Seeing the wonder and excitement in the eyes of the children she toured gave her great joy. Julie also edited The Tattler, the volunteer newsletter, for over 18 years. She took satisfaction in the quality of the stories, but received so much more from getting to know the authors who contributed articles.

I enjoy conducting full garden docent tours and appreciate the added benefit of exercise and sighting the many birds in the gardens. I volunteer on a few governance committees, offering advice in the planned and annual giving areas, thereby meeting interesting and dedicated staff and volunteers.

We both feel that our planned gift to The Huntington will not only support its mission of collecting, preserving, and sharing art, books, and plants, but it also ties us to the 100-year history of this wonderful place. We invite you to join us by making your own planned gift to find out what your unintended benefits might be. We know you won't be disappointed!

Contact Cris Lutz at 626.405.2212 or clutz@huntington.org to explore how, like the Quinns, you can make an impact at The Huntington with a planned gift.

eBrochure Request Form

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A charitable bequest is one or two sentences in your will or living trust that leave to The Huntington 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

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 Huntington 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 The Huntington 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 The Huntington 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 Huntington where you agree to make a gift to The Huntington 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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