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Tuesday, September 7, 2010



Dear Friends,

Community Foundation donor advisors continue to grow their family funds through the use of planned gifts.  As many of our friends have experienced, planned gifts can be an excellent way to leave both a legacy and a nice gift to the charities or faith-based organizations you hold dear. 
 
Below are several stories on how this can be accomplished.  In addition, I hope you will enjoy reading the latest article of the week, the finance update, and consider this week's special offer.  Please visit our deduction calculator to see how a number of these gifts can provide nice tax advantages, or call me at 816-836-8189 if I may prepare an illustration for you.

Just For You

Are you considering ways to benefit both family and charity in your estate? Would it be helpful to learn more about charitable plans that offer both benefits? Click here to receive your A Guide to Planned Giving brochure.



Chronic Illness – Care of Your Property

Personal Planner
If you have a chronic illness, you will need to care both for your person and for your property. Part II of this article will explain some of the specific preparations that are important to care for your property. >>>read further


Go To www.thcflegacy.org


How to Find Long Lost Friends
"I would like to get back in touch with some long-lost friends from years ago. What's the best way to find them?" >>>read further

Go To www.thcflegacy.org


Sale and Unitrust
Gene and Carol White purchased stock in a small medical service company several years ago. The company has done well. A larger company is now discussing the possibility of buying the smaller company. Gene and Carol are looking for a way to save taxes. >>>read further

Go To www.thcflegacy.org


President Urges Passage of Small Business Tax Relief
On August 30th, President Obama spoke in a White House Rose Garden press conference about the economy and the Small-Business Tax Relief Bill. He suggested, "The bill, which has failed to pass a procedural vote several times in the Senate, would enable small-business owners to get the credit they need and eliminate capital gains taxes on key investments so they will have more incentive to act right now." >>>read further

Go To www.thcflegacy.org


Stocks - Apple Unveils New Apple TV >>>read further
Bonds - Treasuries Ride on Jobs and Home Sales >>>read further
CD's and Mortgages - Mortgage Rates at New Record Low >>>read further

Go To www.thcflegacy.org



Thank you for your interest in gift planning. To access any of this updated financial and gift planning information, please select our web page by clicking here. You may opt out of receiving this E-Newsletter at anytime. You need only reply to the Foundation office.


Warm regards, 

Phillip J. Hanson, MPA
President & CEO 
Truman Heartland Community Foundation
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Note: Articles, commentary and other materials in the GiftLegacy system are included solely as educational information. Since articles may not always reflect the current AFR or tax law, it may be necessary to run any illustration with a current version of Crescendo to obtain updated information. If professional services are required, all persons shall consult with their qualified professional advisors. Tax Quotes are courtesy of Jeffery L. Yablon, Washington, D.C.

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