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Legacy Society List

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butterflies

Seth D. Ammerman, MD

Mary Ann M. Beattie, MD

Jerome Berner, MD

Elizabeth  L. Bowen, MD

Kent J. Bransford, MD

Patricia Burnet

Charles E. Cladel, MD

J. Richard Crout, MD

David Dassey, MD

Carl B. Erling, MD

Christine Evelyn, MD & Joseph B. Evelyn

Cathey Falvo, MD

Martha Ferger, PhD

Steve Gilman

David C. Hall, MD

Andrew Harris, MD

Gerri Haynes, RN

Susan F. Haywood

Ira Helfand, MD

Lisa Hofsess

Jan McDonald Howard, PhD

Marjorie Irland, LPN

James Jones, MD & Sandra L. Jones

John Judson, MD & Ann Marie Judson

Bernice Klosterman

Burritt S. Lacy, MD

Robert Lang, MD & Catherine M. Kandefer-Lang

Richard Lipsky, MD & Dorothy Lipsky

Michael McCally, MD & Christine Cassel, MD

Elsa L. McKinney & Meredith McKinney, MD

Arthur Milholland, MD & Luann Mostello, MD

William Morgan, MD

Stanley Nudelman, MD & Charla Van Koten-Nudelman, PhD

Laureen Nussbaum, PhD

John A. Pearson, MD

Gerald O. Rabe & Diane Rabe

Irwin Redlener, MD

Lynn Ringenberg, MD

Jack Schweibold

Janet K. Seeley

Virginia T. Sherr, MD

Murali Sivarajan, MD & Gouri Sivarajan, MD


"After decades of supporting PSR's advocacy, what could be more rewarding than establishing a bequest to sustain this critical work?"
Peter Wilk, MD; 32-yr PSR Member from Portland, ME

R. Giuseppi Slater, MD

Shirley Snow

Wayne C. Spiggle, MD

Alice Stek, MD

Catherine Thomasson, MD

Hans U. Tschersich, MD

Marie L. Valleroy, MD & Alan Locklear

William Wadman, PhD & Frances Wadman

Barbara H. Warren, MD, MPH

Jason Weisfeld, MD, MPH

Clay C. Whitehead, MD

Harvey H. Whiting

Peter Wilk, MD

Steve A. Wilson, MD

John M. Ziegler

Mary Ann Zupanc, MD


Legacy Society in Memorium

Herbert Abrams, MD
Anne Behler
Rose F. Boghasen
Carol Elaine Colip
Babette Kabak

Anne Markin
J.L. Mongar
Caroline Murray
Virginia L. Natwick
John Oliver, DVM
Dina Paisner

Blue Butterfly

eBrochure Request Form

Please provide the following information to view the brochure.

A charitable bequest is one or two sentences in your will or living trust that leave to Physicians for Social Responsibility 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 hereby give and bequeath ($______, or ______ percent of the rest, remainder and residue of my estate, or the proceeds from the sale of real estate that I own located at ________ by my estate) to Physicians for Social Responsibility, a nonprofit corporation exempt from Federal taxation under Section 501 (c)(3) of the Internal Revenue Code, currently located at 1111 14th St NW, Suite 700, Washington, DC 20005, Federal tax identification number 23-7059731 for its general purposes.

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 PSR 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 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 PSR 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 PSR 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 PSR where you agree to make a gift to PSR 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.