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Frances Filipi Is Keeping Her Values Alive

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Francis Filipi

Frances Filipi dedicated her life to education. Frances earned her teaching degree at the University of Nebraska-Lincoln. After graduation she moved to Omaha, where she met and married fellow alumnus Paul Filipi in 1946.

Frances began teaching at Brownell-Talbot School in Omaha, implementing their first kindergarten and nursery school. She loved nothing more than planting seeds of knowledge into fertile young minds and watching them grow into strong, independent thinkers.

Paul and Frances had a son, David, who became a physician. He married Jody and delighted Paul and Frances with two wonderful grandchildren. Many years later, Frances developed Alzheimer's and moved to a nursing home called Brighton Gardens. Her family recognized that one of the greatest tragedies of this disease was that it robbed her of what she valued most: memories of family and her many pupils.

They took comfort in the staff's dedication and loving care provided to all the residents of Brighton Gardens. "As a teacher, Frances could intuitively identify and nurture personal traits that built self-worth. We found the same qualities in her geriatric caregivers," says her son, Dr. David Filipi.

When Frances passed away, her family wondered how they should honor her legacy of caring and teaching. The family chose to establish the Frances A. Filipi Scholarship for geriatric care at Nebraska Methodist College—The Josie Harper Campus. This scholarship is directed to Brighton Garden employees, with Methodist employees eligible if there are no candidates from Brighton Gardens.

"It takes creativity to match a donor's wishes with the mission of the organization," Dr. Filipi explains. "Methodist Hospital Foundation worked to help us establish a gift that would serve as a lasting tribute to my mother's values and express our gratitude to her caregivers. I am grateful the Foundation was willing to help us remember her in a meaningful way."

If you would like more information about establishing a scholarship or other planned gifts, please contact Elizabeth Borisow at (402) 354-4825 or e-mail foundation@nmhs.org.

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A charitable bequest is one or two sentences in your will or living trust that leave to Methodist Hospital Foundation 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

"I give to Methodist Hospital Foundation, a nonprofit corporation currently located at 8401 West Dodge Road, Suite 225, Omaha, NE 68114-3447 , or its successor thereto, ______________* [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 Methodist Hospital Foundation 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 Methodist Hospital Foundation 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 Methodist Hospital Foundation 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 Methodist Hospital Foundation where you agree to make a gift to Methodist Hospital Foundation 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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