Establish Your Legacy
Through the STFM Foundation Endowment
Your personal and professional contributions to family medicine education have undoubtedly had a profound impact on those you’ve met, mentored, led, and collaborated with throughout your life journey. Your impact on the discipline can continue beyond your career and even beyond your lifetime through a legacy gift to the STFM Foundation.
The STFM Foundation Trustees created the Foundation Endowment to provide a mechanism for those with a passion for family medicine to contribute to the long-term success of the Foundation and academic family medicine.
"Making a donation is one way to make a long-term impact on the discipline of family medicine and those involved in family medicine education. When planning your estate, please consider the role that STFM has had on your career, the long-term relationships with colleagues from across the country, and the tools provided to you to improve as a family medicine educator. Make a gift that will influence the next generation and create a legacy"—Scott Fields, MD, MHA, STFM Foundation Vice President
What Makes an Estate Plan Meaningful?
It is personal
provides for your family and loved ones and reflects your life and values.
It offers financial benefits
distributing your assets in the most tax-efficient manner.
It is philanthropic
supports organizations that influenced your life’s achievements, passions, and relationships.
Establish Your Legacy
You can make an unrestricted donation of any amount to the STFM Foundation Endowment.
Unrestricted bequests are especially valuable as they permit the use of funds where they are most beneficial and urgently needed at the time they are received.
Bequests are:
- Easy. A few sentences in your will complete the gift.
- Revocable. Your bequest can be revoked at any time if your circumstances change. Simply keep the STFM Foundation informed of any changes specifically related to the bequest.
- Versatile. You can bequeath a life insurance policy, retirement plan, securities, cash, charitable remainder trust for a specific amount, bequeath a gift contingent on certain events, or gift a percentage or the remainder of your estate.
- Tax-friendly. Your estate is entitled to estate charitable deductions for gifts to qualified charitable organizations, like the STFM Foundation.
How to Get Started
Talk to your financial advisor: All charitable gifts should be directed to the Society of Teachers of Family Medicine Foundation. Tax ID number is 51-0187107.
Sample bequest language: “I give, devise and bequeath to the STFM Foundation, Leawood, KS, $______ or_____% of my residuary estate, to provide endowed support for STFM Foundation to sustain its highest priorities.”
Make the STFM Foundation your designated beneficiary: You can name the STFM Foundation as a beneficiary of retirement accounts, insurance policies, or other financial accounts. Contact the account or policy administrator for the appropriate designation form.
Questions? We would be happy to consult with you on your particular needs, questions, or concerns. Contact Mindy Householder, STFM Foundation development manager.
Become a Member of the Legacy Society
The STFM Foundation has created a Legacy Society to honor and celebrate individuals who put STFM in their wills and other estate planning mechanisms, while they are still alive.
To be accepted into the Legacy Society, an individual must show documentation of putting the STFM Foundation in his/her will. Documentation of the amount of the bequest is not required.
If you’ve named the STFM Foundation as a beneficiary of your estate, contact Stacy Brungardt, CAE, STFM Foundation executive director, to become a member of the Legacy Society.
L
egacy Society Members
- Robert Graham, MD and Jane E. Henney, MD
- Norman B. Kahn Jr, MD, CPE
- Peter Coggan, MD, MSEd
- William B. Shore, MD, FAAFP and Shira L. Shore
- Stacy H. Brungardt, MA, CAE
- Scott A. Fields, MD, MHA and Vicki J. Fields
- Daniel J. Van Durme, MD MPH and Patricia Van Durme
- Amy L. Oxner McGaha, MD, MPH, FAAFP
- Mary N. Hall, MD and David H. Hall, MD
- Larry W. Halverson, MD
- Jacob Prunuske, MD, MSPH
-
David E. Swee, MD and Jane E. Stanley
Legacy Society members have a choice of how they are recognized. Several options available.
