Planned Giving

Meet Our Team

We're excited to introduce you to the Fred Hutch Planned Giving team! Some are faces you might already know, and some are new additions to our group.

Alison O'CarrollAlison O'Carroll, executive director of Fred Hutch's Planned Giving program, is an expert in planned giving with over 20 years of experience in the field. Before joining us in July 2015, Alison worked as a consultant at PG Calc and, prior to that, at the University of Washington and CARE. Alison received her J.D. and MBA from Emory University.  

Renee KurdzosRenee Kurdzos, director of Planning Giving, is a certified gift planning specialist with an M.S. in taxation from Golden Gate University. She brings both enthusiasm and extensive gift planning knowledge to our team. Renee joined the Hutch in November 2015 after working most recently at the American Red Cross.

Lauren GerschLauren Gersch, Planned Giving manager, brings her legal expertise to our team and manages Fred Hutch's open estates and gift annuity program. Lauren earned her J.D. from Boston University and previously worked at the Jewish Federation of Greater Seattle. She joined the Hutch in January 2016.

Jennifer TriceJennifer Trice, our Planned Giving relationship coordinator, oversees the Thomas Legacy Society, which honors those who have committed to making a planned gift to the Hutch. Jennifer has been with the Hutch since 2012 and joined the Planned Giving staff in 2014. She received her Master of Divinity from Duke University.

Jessica BelangerJessica Belanger, our Planned Giving program assistant, supports all members of the Planned Giving team and is responsible for the day-to-day operations of the program. She joined the Hutch in 2014 after receiving her M.A. in English from the University of Oregon.

Fred Hutch Planned Giving Team

Please feel free to reach out to any member of our team if you would like information about the current research at Fred Hutch or have questions about your planned gift options. We hope to see you at an event on campus soon or when we are next visiting donors in your neighborhood!

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 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 Fred Hutch 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 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.