Planned Giving

Contact Us

Phone: 206.667.3396
              800.279.1618

Fax:      206.667.5826

Address: 1100 Fairview Ave. N., Mail Stop J5-200, 
Seattle, WA 98109-1024

Planned Giving Team

Alison O'Carroll

Alison L. O’Carroll, J.D., MBA

Director,

Planned Giving

Phone: 206.667.2878

Email: aocarrol@fredhutch.org

Renee Kurdzos

Renee Kurdzos

Associate Director,

Planned Giving

Phone: 206.667.6627

Email: rkurdzos@fredhutch.org

Lauren M. Gersch

Lauren M. Gersch

Manager,

Planned Giving

Phone: 206.667.2754

Email: lgersch@fredhutch.org

Jennifer M. Trice

Jennifer M. Trice

Relationship Coordinator,

Planned Giving

Phone: 206.667.3772

Email: jtrice@fredhutch.org

Jessica Belanger

Jessica Belanger

Program Assistant,

Planned Giving

Phone: 206.667.3396

Email: jbelange@fredhutch.org

Karen O’Shea

Karen O’Shea

Volunteer,

Planned Giving

 

 

Leave Your Legacy

If you have included Fred Hutch in your estate plans but have not notified us about it, please let us know.

 

 

The provisions in your will or living trust for making a bequest will depend on the type of gift, state law and your unique circumstances. We have suggested language that can help you get started.

 

 

 

How Can We Help?

Please use this form to let us know how we can assist you. An * indicates a required field


A charitable bequest is one or two sentences in your will or living trust that leave to Fred Hutchinson Cancer Research Center 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

Bequest Language

"I give to Fred Hutchinson Cancer Research Center, a Washington nonprofit corporation located in Seattle, Washington, or its successor organization, the sum of $ _________ (or % of my estate), (or other personal property herein described) to be used for its general support and charitable purposes without restriction."

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 Fred Hutch 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 the 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 gift 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 receive an immediate federal income tax charitable deduction. 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 Fred Hutch as a lump sum.

You fund this trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. 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 Fred Hutch 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 Fred Hutch where you agree to make a gift to Fred Hutch 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.

Personal Estate Planning Kit Request Form

Please provide the following information to view the materials for planning your estate.

eBrochure Request Form

Please provide the following information to view the brochure.