Page 68 - Sun Rays March 2013

68 | SUNRAYS MARCH 2013 ONLINE: SCTXCA.ORG
Give a gift that will bring
a lifetime of benefits.
When you make a gift annuity to Scott & White Healthcare,
you will receive fixed income for life and a charitable income
tax deduction. After your lifetime, the balance goes to
support the mission of Scott & White Healthcare.
Just a few of the possible advantages you’ll enjoy:
If you are interested in learning more about this easy, tax-smart gift,
visit swlegacy.org or give us a call and we can help instruct you.
Contact Brian T. Hervey, CFRE, Vice President of Development
800-293-4483 |[email protected]
Consult your attorney or tax advisor before making a decision.
HAVE SECURITY. HELP OTHERS.
•
• Higher income based on age
• Charitable deduction/
tax savings
• Bypass of capital gain on gift
• Portion of income tax-free
• Professional management
of assets
• Remainder to Scott & White
Healthcare Foundation
focus on > Finances, Insurance & Real Estate
LEARN ABOUT THE MARKET WITH
A FREE CUP OF COFFEE
Date: Held every Tuesday Time: 8:30 a.m.
Place: Cafe on the Green at White Wing Golf Course
Michael E. Dosier, CFP®, AAMS ®
Financial Advisor
www.edwardjones.com
5353 Williams Dr • Suite 102
Georgetown, TX 78633
512-930-7066
Member SIPC
Orphan 401(k)s?
Lazy Cash?
Need Income?
We can fix that! You’re Invited...
to join us at our next coffee cub meeting.
Discussing current updates on the market and
the economy in a relaxed, informal setting is a great way to get to
know one another. Plus, the coffee’s on us.