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How one simple act changed a life forever

Nancy Lavenduski with her grandchildren

Nancy Lavenduski with her grandchildren

In March 2000, Nancy Lavenduski, a wife and mother of three, made a visit to her physician for fatigue and a pain in her shoulder. She received news nobody ever expects-she had leukemia. Her best hope for a cure was a marrow transplant.

"Being diagnosed at 47 and not having a marrow match within my family, I was told that the mortality rate was too great and I would not be eligible for an unrelated donor," Nancy says. At that time, the preparatory treatments for marrow transplants were considered too toxic for people of Nancy's age and she was given four to six years to live.

Two years after her diagnosis, her anxiety grew. By this time, Nancy was not responding as well to medication, and the concern of her entire family was mounting. Something needed to change, and her husband, Joe, was ready to make it happen. He took Nancy to a hospital in Texas for a second opinion.

In the two years since she had been diagnosed, transplant research had advanced. More patients in their 50s and 60s could safely receive an unrelated marrow transplant. It was time for Nancy's second chance. In December 2002, Nancy had her transplant and her second chance at life, thanks to her donor, Chris Stoeberl.

Chris is a letter carrier from Boise, Idaho, who, as he simply puts it, was just glad to have the opportunity to help someone. He joined the registry in 1996 during a U.S. Postal Service blood drive.

"He's changed my life," says Nancy's daughter, Stacy. "My children having a grandmother, it's the way it's supposed to be. Chris made my life the way it's supposed to be."

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

Bequest Language

"I, [name], of [city, state, ZIP], give, devise and bequeath to Be The Match 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 Be The Match 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 Be The Match 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 Be The Match 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 Be The Match where you agree to make a gift to Be The Match 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.

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