Legacy Society Members

Connecticut Children’s Medical Center has benefited from the generosity of individuals who have made provisions for the Medical Center as part of their estate plans. The gifts represent a significant portion of the total philanthropic support received by the Medical Center. The following list includes members of our Legacy Society which is comprised of individuals who have notified us they have included us in their planned giving.

Carolyn C. Ackerman
David L. Allen
Susan Anderson
David Anderson
Rose Angelone
Harry Arnini
Lynn Austin
Anthony D. Autorino
Thomas O. Barnes
Lynn H. Bernatovich
Silvia Bittner
Iain Boyer
Estelle S. Bronson
Georgine S. Burke, Ph.D.
Dody Cagenello
Bruce H. Cagenello
Antoinetta M. Capriglione, M.D.
Carol Ciaffaglione
Raymond W. Clang, Jr.
David W. Clark, Jr.
Peter Clark
James R. Clear
Michelle M. Cloutier, M.D.
Barbara V. Coffin
Robert G. Coffin
Carmella B. Covello
B. Dante D'Addeo
David J. D'Addeo
Alan DeNote
Mary-Jane Eisen
Donald E. Elliott
Nicholas Fappiano
Deborah B. Fitzgerald
Patricia Forgetta
Rebecca M. Fuller
Robert L. Gade, Sr.
Orathai Gaspar
Gerrit Hagenzieker
Greg Hammond
John W. Hincks
Donna F. Hires
Arlene Hoeppner
Randy Holmeen
Gary Hughes
Lynn G. Jenkins
Mark Joyse
Susan Joyse
Robert J. Kaufman

Harlan Kent
John C. Kornegay
Susan C. Law
Elizabeth Luginbuhl
Regina J. Lynch
Gay B. Mahder
Elsie R. Mannweiler
Patricia E. Marrone
Robert C. Martin
Florence M. Maski
Alesandro Mastrobattista
Rose Maturo
Ross Mayer
Ellen McArdle
Maxwell D. McArdle
Susan Menson
Josephine F. Moricoli
Susan W. Moses
Keith E. Moyer
Katherine Nixon
Daniel M. Paine
Charles S. Patrick
David A. Pelletier
William Popik
Martin Rauch
Joanne Remondi
Marie D. Robson
Jon-Paul Roden
Stanley T. Sadlak
Anne P. Sargent
Jack H. Schofield, Sr.
Lynn A. Schork
Charles W. Shivery
Christine S. Shivery
Raymond K. Silveira
Lowndes A. Smith
Malcolm S. Smith
Thorsten T. Solum
Catherine Stevenson
Keith Stevenson
Jeffrey A. Sturges
Elliott B. Sweet
Donald E. Walkwitz
Violet West
Cheryl Wojnilo
Annette Yush
Bobbi Yush
H. Bruce Zuwalick, Jr.

The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.

A charitable bequest is one or two sentences in your will or living trust that leave to Connecticut Children's Medical Center Foundation 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 give to Connecticut Children's Medical Center Foundation, a nonprofit corporation currently located at Hartford, CT, or its successor thereto, ______________* [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 the Foundation 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 the Foundation 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 the Foundation 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 the Foundation where you agree to make a gift to the Foundation 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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