PHILANTHROPY GET A HEAD START ON YOUR YEAR-END TAX PLANNING The best year-end giving plans can make a difference in Van Andel Institute’s (VAI) mission while also improving your own financial and/or tax situation — often right away. Check out the advantages of these creative year-end giving options and discover benefits you may not have known you had. Gifts of Stock: If you own stock, or any appreciated asset, you can give that asset to the Institute. VAI receives the current value of the stock, and you receive an income tax deduction in the same amount even though you paid less for it years ago. Charitable Gift Annuities: Fund a charitable gift annuity or charitable remainder trust and receive the double benefit of tax savings and lifetime payments. A gift annuity delivers you fixed payments for life while providing a significant income tax deduction this year. Will or Estate Gifts: For even more impact, consider a gift today in your will or estate plan. You benefit by seeing and knowing you are building a legacy that will grow. A bequest is a wonderful way for you to help patients and families for generations to come. IRA Charitable Rollover: Age 70½ or older? By taking a distribution from your IRA this year, you will likely pay more in taxes and may even reach a higher tax bracket. Rolling over part of your IRA's "required minimum distribution" or "RMD" to the Institute can help reduce your tax bill while supporting our cause. For many people, this is the best tax-wise way to give. Contact Teresa Reid at 616.234.5040 to learn more about these options or visit vai.org/plannedgiving. Will you consider a gift to help us continue our fight against cancer and other diseases that affect more of our loved ones every day? Donate today at vai.org/give. Name____________________________________________________________ Organization_____________________________________________________ Street____________________________________________________________ City____________________________________ State_________ Zip________ Phone____________________________________________________________ Email_____________________________________________________________ 333 BOSTWICK AVE. NE GRAND RAPIDS, MI 49503 VAI.ORG Enclosed is my contribution of: 0 0 Other $_____________________ Check* Visa MasterCard AmEx Discover Credit Card Number_____________________________________________________ Expires____________________________________ V-code______________________ Signature_________________________________________________________________ I would like to speak with someone who can provide additional information about planned giving opportunities. I would like to receive a FREE Estate Planning Guide. *Please make checks payable to Van Andel Institute.