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Passing on the blessings

I am blessed and lucky that I've had the outcome that I've had. I'm the beneficiary of what had already been accomplished, and the people who were already on the registry. Now, I want to help grow the registry even more so that other people can find their matches.

— Marrow transplant recipient and financial contributor Michael Stewart

In 2004, Michael Stewart was feeling fatigued. As someone who "works too much" and travels a lot, feeling tired was normal, but this time something felt "off." Michael's intuition was right. His doctors diagnosed him with hairy cell leukemia. He received treatment until he felt back to normal. His leukemia had come and gone, and Michael was ready to move on.

But in 2013, the fatigue returned. This time it was myelodysplastic syndrome (MDS). Michael was admitted to the ICU, in need of a life-saving marrow transplant.

None of Michael's siblings were a full-genetic marrow match. His doctor started a search of the Be The Match Registry®. Multiple matches were identified, but several of the potential donors backed out for various reasons. Finally, a 24-year-old woman on the registry said "yes." She was a 10 out of 10 match.

Michael Stewart

Michael Stewart, marrow transplant recipient and financial contributor.

Michael's transplant took place on New Year's Eve, giving him the most amazing way to ring in the New Year.

Today, Michael is back to working full-time and traveling. As he reflects on his transplant journey, Michael says he had it "easy" compared to so many other patients who endure a long and frightening process, with no guarantee of a happy ending.

Last year, Michael's gratitude for his recovery inspired him to "pay it forward" by making a financial gift of $25,000 to help other patients and their families. Michael is now implementing a gift to Be The Match® through his estate plans.

If you're interested in making a financial gift to Be The Match, like Michael, please contact Amy Bigot at (763) 406-8725 | Toll Free: (800) 507-5427 or amy.bigot@nmdp.org. We'd be happy to help find the right gift for you.

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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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