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Living Legacy Society

 

While legacy giving does require some planning, it is certainly not reserved only for the wealthy. With a little foresight, anyone can leave a legacy gift which will continue to enrich the lives of older adults for years to come.

 

ERH works with the donor to meet his or her goals, like generating retirement income, reducing taxes, or providing for heirs while fulfilling philanthropic desires.

 

Benefits of becoming a Legacy Society Member

  • Gifts usually are assets other than income
  • There is no minimum or maximum amount
  • Members are invited to activities and events throughout the year, including the annual Legacy Luncheon
  • Members are recognized in a display at Marjorie P. Lee and Deupree House

 

Click here to download a copy of the Letter of Intent.

 

 

Legacy Society Members:

Lori and David Asmus
Mrs. Marjorie Austin
Carol and Corning Benton
Mrs. Ellen A. Berghamer
The Rt. Rev. and Mrs. William G. Black
Miss Virginia A. Bohn
Mr. and Mrs. Jon B. Boss

Jill & Ken Burkman
Anne K. and George G. Carey IV
Mr. and Mrs. Donald Y. Carpenter
Joy and Chet Cavaliere
Mrs. Olga S. Clark
Mr. and Mrs. A. Burton Closson Jr.
Miss Irene E. Ehrmann
Mrs. Ruth Ferriss
Jack and Helen Fix
Mary Beth and Jim Foxworthy

Mrs. Eugenia W. Freeman
Dr. and Mrs. James M. Garvey Jr.
Mrs. Morton Gusweiler
The Rev. Canon Jim Hanisian and Alex Chesson
Mrs. Elizabeth T. Hatcher
Mr. and Mrs. Charles B. Hedrick
Mrs. Harry K. Hines
Mr. Robert G. Hogan
Mrs. Phyllis S. Hopple

Kathy Ison
Mr. and Mrs. Alan W. Joslyn Jr.
Mr. Charles M. Judd
Mr. James Kingery

Lana and K. Jay Kittenbrink

Mr. and Mrs. Jeffery S. Lamb
Miss Pat Landen
Robert H. LaShelle
Mrs. Helen Licht
Mr. Robert G. Linkins
Mary Beth and David Lowry
Mrs. George H. McClure
Mrs. Helen B. Merchant
Mr. Dan Meyer

Cece and Tom Mooney
Mrs. Eunice Murphy
Hans Neubroch
Philip G. Osborn

Joan Trittipo Perkins
Mrs. Betty W. Pippert
Sue and Tom Pontius
The Rev. and Mrs. William E. Rathman

Miner Raymond
Mrs. Sylvia Wicker Reid
Mrs. Mamie E. Rooks
Mr. and Mrs. Paul J. Scheper
Mr. and Mrs. James H. Scott
Elizabeth C. B. and Paul G. Sittenfeld
Mrs. Charlotta Smith
The Reverends Bruce Smith and Susan Warrener Smith
Mrs. Kay Smith
Mrs. Laura Snyder

Doug and Kathy Spitler

Mr. John F. Stevenson
Mrs. Delle Ernst Taylor
Mrs. Elizabeth Thomas
Dr. and Mrs. Thomas U. Todd
Anne and Sam Wilson
Mrs. Mary K. Woolford
Mrs. Mary C. Zorn

 

 

Disclaimer:

The consequences of a charitable gift depend in significant part on each donor's particular circumstance. This general discussion of ways to give does not address every issue, nor does it take into consideration the type of assets you have, your individual tax situation or your estate and gift tax planning objectives. You are most strongly urged to consult your tax and estate planning advisors.

Legacy Giving

 

Click on the links below for:

 

Planning Ahead Booklet

Donor Profiles

 

EllenBerghamer.gif

Ellen Berghamer is ERH's most recent Legacy Society member. Read about Ellen and our other donors.

 

 

 

For more information about

Legacy Giving,

contact Lori Asmus at (513) 271-9610

  

 

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