Planned Giving

Planned Giving Advisory Committee

Fred Hutchinson Cancer Research Center's Planned Giving program is very fortunate to have professional advisers provide us with advice and assistance in the management and implementation of our planned giving program and helping us to reach out to individuals and communities that we would never have an opportunity to reach on our own. Our committee members include experts in law, accounting, finance, estate planning, investing, taxation, real estate and insurance.

At Fred Hutch, we are fighting for a world free from cancer and other life threatening diseases. The support of our committee members has been integral to our progress — progress that is already saving thousands of people from the suffering and death caused by cancer and disease. We are very grateful to all our Planned Giving Advisory Committee members for their time and their expertise.

Committee Members

Candi Avery
Profession: CPA
Clark Nuber PS
10900 NE 4th St, Ste 1700
Bellevue, WA 98004
Phone: 425.635.4586
E-mail: Cavery@clarknuber.com
Colin Campbell
Profession: Financial Advisor
Pacific Capital Resource Group, Inc.
10900 NE 8th St, Ste 1550
Bellevue, WA 98004
Phone: 425.641.8778
E-mail: ccampbell@pcrg.com
Anna Cashman – Chair
Profession: Attorney
Kutscher Hereford Bertram Burkart
705 Second Ave., Ste 800
Seattle, WA 98104
Phone: 206.382.4414
E-mail: acashman@khbblaw.com
Donna Evered
Profession: Attorney, CPA
Evered & Associates PLLC
P.O. Box 40329
Bellevue, WA 980215
Phone: 425.641.5846
E-mail: donna@everedandassoc.com
David Fain
Profession: Financial Advisor
MCM
1325 4th Ave., Ste 2100
Seattle, WA 98101
Phone: 206.224.6705
E-mail: dfain@mcmnw.com
David Heyting
Profession: CPA
Hersman Serles Almond, PLLC
520 Kirkland Way, Ste 300
Kirkland, WA 98083
Phone: 425.822.6557
E-mail: dheyting@cpahsa.com
Robert Keasal
Profession: CPA
Peterson Sullivan LLP
601 Union St. Ste 2300
Seattle, WA 98101
Phone: 206.382.7724
E-mail: rkeasal@pscpa.com
Wendy Kizzier
Profession: Financial Advisor
Northern Trust
1301 Second Ave, Ste 2600
Seattle, WA 98101
Phone: 206.381.8336
E-mail: wk3@ntrs.com
Lee Ann Martinson
Profession: Trust Officer
Union Bank
1201 Third Ave, Ste 900
Seattle, WA 98101
Phone: 206.587.3694
E-mail: leeann.martinson@unionbank.com
Liz McGrath
Profession: Financial Advisor
Key Private Bank
1301 5th Ave
Seattle, WA 98101
Phone: 425.709.4203
E-mail: elizabeth_mcgrath@keybank.com
Mike Milojevich
Profession: Financial Advisor
Cornerstone Advisors, Inc.
225 108th Ave NE, Suite 400
Bellevue, WA 98004
Phone: 425.646.7600
E-mail: mikem@buildbeyond.com
Lisa Schaures
Profession: Attorney
Schwabe Williamson & Wyatt
1420 Fifth Ave., Ste 3400
Seattle, WA 98101
Phone: 206.407.1566
E-mail: lschaures@schwabe.com
Paul Schneider
Profession: Trust Officer and Certified Public Accountant
Key Private Bank
601 108th Ave NE, Suite 320
Bellevue, WA 98004
Phone: 425.709.4264
E-mail: paul_c_schneider@keybank.com
Scott Wallace
Profession: Attorney, Trust & Estates
Perkins Coie LLP
1201 Third Ave, Ste 4900
Seattle, WA 98101
Phone: 206.359.3729
E-mail: swallace@perkinscoie.com
Steve Yentzer
Profession: Attorney, Corporate & Securities
DLA Piper LLP
701 Fifth Ave, Ste 7000
Seattle, WA 98104
Phone: 206.839.4836
E-mail: steve.yentzer@dlapiper.com
 

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

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eBrochure Request Form

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