Planned Giving

F a i t h , H o p e , & L o v e • E x c e l l e n c e • T e a m w o r k • I n t e g r i t y

From the President & CEO

Dear Friends of Eliada,

I wish to thank you for the generous support we receive from individuals, families, businesses and churches. For over 100 years we have been able to provide the children and families of Western North Carolina with services ranging from Child Development Services (Pre School, After School, Summer Camp, More at Four); Residential and Day Treatment for children and adolescents; In Home Services; Foster Care and Therapeutic Foster Care; and Therapeutic Recreation Services.

We want to continue, for the next 100 years, our commitment in helping children succeed. Your generosity is an

essential ingredient in helping us continue this commitment. By considering Eliada as part of your estate planning goals you help us to fulfill our mission, both now and in the years to come.

This brochure is designed to guide you through estate planning options, explaining the avenues that will benefit, not only Eliada, but you and your family as well.

Please consult your own financial advisor before entering into any gift arrangement.

Mark Upright, J.D., MBAPresident/CEOAttorney at LawEliada Homes and Foundation

Timothy A. KelleyPresident

Hugh E. McCollumVice President

John M. IsgrigSecretary/Treasurer

G. Howard PowellMartin LewisJean Bauer McGuireGary C. RobertsRichard A. SillsKaren K. DonatelliStuart E. Weidie

ELIADA FOUNDATION, INC.

BOARD OF DIRECTORS 2008 – 2009

Ways to Give Gifts of appreciated securities:

Life Income Plans:

Stocks, Bonds, Mutual funds

Pooled Income FundGift AnnuitiesCharitable Remainder TrustsReal EstateLife InsuranceBequestsRetirement Plan AssetsLead Trusts

Faith, Hope, & Love

Excellence

Teamwork

Integrity

Helping Children

Succeed

Life Income Plans Defined

Pooled Income Fund Offersmanybenefitsincludingtheopportunitytomakeameaningfulgifttoyourorganization,receiveincomeforlife,avoidcapitalgaintaxesonappreciated,long-termsecurities,andreceiveapartialincometaxdeductionintheyearof thegift.

Gift Annuities Offerstheopportunitytomakeanirrevocablecommitmenttoyourorganization,receivealifetimepayment(orprovidesupporttoanotherperson),avoidimmediatecapitalgainonagiftof appreciatedlongtermproperty,receiveafederalincometaxcharitabledeductionforapartof thegift,andremovepropertyfromtheprobateestate.

Charitable Remainder Trusts Thedonorcanchoosethetrusteeand,inmostcases,canbethetrustee.Thecharitycanalsobeanincomebeneficiary.Thedonorcanchoosethetypeof paymentandthefrequencyandthetimingof thepayments,andcanchooseoneormorecharitableorganizationstoshareinthetrustprincipaluponterminationof thetrust.

Real Estate RealEstateisversatile.Thedonorcancontributerealestateinmanydifferentways.Theeasiestwayisthestraightoutrightgift.Oradonorcantransferitinabargainsale.Additionally,thedonorcantransferthedeedforapersonalresidenceorfarmtoacharityandcontinuetoliveonthepropertyforlifewhilereceivingacurrenttaxdeductionforthediscountedremainingvalue.

Faith, Hope, & Love

Excellence

Teamwork

Integrity

Helping Children

Succeed

Life Insurance LifeInsuranceisbotheasytogiveandreceive.Thedonorsimplynamestheorganizationasbeneficiaryandowner;heorshecanmakeamarvelousgiftwithoutdisturbingotherassetsandwithoutlossof income.

Bequests Thedonorcanprovideagifttotheorganizationthroughtheirwill.Thedonorcanchoosefromaspecificbequest(“mygrandfather’sclock,“mysavingsaccount”etc.)orageneralbequest(usuallycash).

Retirement Plan Assets Retirementaccountsareoftenexposedtoincometaxesandestatetaxesatacombinedmarginalratethatcouldriseto65percentonlarge,taxableestates.Yetmanyof thesetaxescanbeavoidedorreducedthroughacarefullyplannedcharitablegift.Bydonatingretirementassets,thosefundsavoidestateandincometaxes,andyoucanbecertainthat100percentof yourretirementfundssupportyourphilanthropicobjectives.

Lead Trusts Thedonorcanchooseacharitablewaytopassassetstotheirheirs.Thedonorcancontributecash,securities,orotherpropertytoatrust.Thetrustmakesfixedannualpaymentstotheorganizationforaspecificperiodof years.Whenthetrustends,theremainingprincipalgoestohisorherheirs.Thedonorqualifiesforagifttaxdeductionandallappreciationthattakesplaceinthetrustgoestaxfreetohisorherheirs.

Faith, Hope, & Love

Excellence

Teamwork

Integrity

Eliada was founded on the principles of Christian faith, honoring the intrinsic value and dignity of each person. We offer an environment of unconditional love and respect to encourage the development of spiritual growth and personal confidence as a foundation for achieving one’s potential.

Eliada is committed to excellence in a solution-focused environment.

Eliada is a dedicated and diverse team of professionals who support one another in achieving the agency’s mission.

Eliada is guided by inherent honesty, ethics and accountability.

For moreInformationContact:

Debbie PopePlanned and Major Gifts officer

Office: 828-254-5356 ext: 108Email: dpope@eliada.org

2 Compton DriveP.O. Box 16708Asheville, NC 28816

Faith, Hope, & Love

Excellence

Teamwork

Integrity

Helping Children

Succeed

Yes I would like more information on Eliada Home.

Please check here if Eliada Home is already included in your estate planning

Please check the appropriate box(s) for additional information on Planned Giving Options.

Life Insurance

Appreciated Property

Retirement Planned Assets

Charitable Lead Trusts

Charitable Remainder Trusts

Charitable Gifts

Year End Giving

Endowments and Memorials

Wills

Bequests

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