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A Winning Strategy: Returning the Favor

A Caregiver's Giving Journey

Roger and Emily Anderson

Dr. Roger Anderson and his late wife, Emily

When Dr. Roger Anderson speaks of his late wife, Emily, there is a justified sense of awe. A graduate of Nebraska Methodist College, the longtime registered nurse began her career in one of history's most hellish places—Omaha Beach on D-Day. Her medical detachment was among the first to come ashore.

"She was under fire," Dr. Anderson shares. "That was no place for a nurse who would be quivering. She was in the foxholes. She was handing ammunition to soldiers on Omaha Beach."

In Emily's memory—and in honor of her brave and impactful legacy— Dr. Anderson is a powerful supporter of Nebraska Methodist College (NMC). His philanthropy includes the donation of farms for the college's benefit, generosity that will help educate thousands of RNs. It's his way of paying tribute to both Emily and the value of the nursing profession.

"The registered nurse is the heart and soul of the hospital," he says. "They're in contact with the patient and the physician, and they maintain stability that way."

Dr. Anderson, who will turn 100 in June, spent almost four decades as a general surgeon. His drive to become a caregiver was inspired by his "old Granddad," a doctor who also taught him the value and necessity of philanthropy. The elder would tell him, "If you don't put back what you've got, you're not worth much, are you?"

Dr. Anderson is living that call through planned giving. In addition to NMC, he generously supports Mayo Clinic and other institutions. Whether you donate life insurance, start a charitable gift annuity or set up something like the Anderson Farm Management Trust, Dr. Anderson says planned giving is a way to transform lives, honor cherished loved ones like his heroic and "highly disciplined" Emily, and enhance your own legacy of giving: "I wouldn't do anything except give it back. If you don't return it, you don't win."

Find a Way to Return It

Follow Dr. Anderson's prescription for winning. Contact Elizabeth Borisow at (402) 354-4825 or and we'll help you get started.

eBrochure Request Form

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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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