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Max Izer: Remembering a Forever Friend

Max Izer

Max Izer's gift will ensure his support for Good Shepherd continues for years to come.

Max Izer believed in serving his community and supporting the things he loved. He was a WWII veteran, an elder in his church, volunteered at the local hospital and worked at the same company for 41 years. Most importantly, Max was a devoted husband and father.

Max and his wife, Lorraine, found Good Shepherd when they were looking for a home for their son, Jack, who had complex medical needs. Jack moved to Good Shepherd in 1981. Shortly after Jack's arrival, the Izers became donors and gave generously every year.

After Lorraine died in 1994, Max continued to make the drive from Chambersburg to visit Jack. Max was so grateful to the nurses and staff who provided round-the-clock specialized care for Jack, he established charitable gift annuities to supplement his retirement income and support Good Shepherd.

To ensure his giving would continue forever, Max included a gift in his will to establish the Lorraine and Max Izer Endowment Fund. It provides ongoing perpetual support for all the programs that he and Lorraine cared so much about—resident activities, nursing care and much more.

When Max informed Good Shepherd of his intentions, he said that this endowment gift was a way to express his eternal gratitude to the staff who provided loving care of Jack for so many years.

Is there an important person in your life you would like to honor? Would he or she appreciate your support of Good Shepherd's mission? Contact Jeannette Edwards at (610) 776-3386 or to learn more.

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A charitable bequest is one or two sentences in your will or living trust that leave to Good Shepherd 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, [name], of [city, state, ZIP], give, devise and bequeath to Good Shepherd Rehabilitation Network in Allentown, Pennsylvania [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 Good Shepherd 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 Good Shepherd 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 Good Shepherd 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 Good Shepherd where you agree to make a gift to Good Shepherd 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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