Leave a Legacy of HopeWays to Include City of Hope in Your Estate Plan

Why Invest in City of Hope? Gifts You Can Make Just by Signing

Your Name Gifts That Pay You Income Donating Real Estate: Turn Your

Deed into a Good Deed Your Gift, Your Way We’re Here to Help

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CityofHope.org

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Why Invest in City of Hope?

There are times in our life when we pause and reflect on what we have achieved and what we hope

to accomplish. We consider how we are writing our life story in a way that embodies our values in word and deed. Back in 1913, none of City of Hope’s founders could have possibly imagined the impact their work would have over time, yet their legacy endures.

You have the chance to leave a legacy that ensures City of Hope’s innovative research and compassionate patient care will be available until the day cures for cancer, diabetes and other diseases are discovered.

Many people like to create their enduring legacy by leaving gifts to loved ones and to the causes that are important in their lives. We hope you will consider leaving a gift to City of Hope. This guide is a starting point for understanding how to join your life story with the story of breakthrough research and treatments that is City of Hope.

City of Hope is focused on rapidly transforming scientific discoveries into better care and prevention strategies for cancer, diabetes and other diseases. Our mission is to quickly bring cures to patients.

• We have performed more than 14,000 bone marrow and stem cell transplants.

• We have over 300 patents and almost 30 drugs in the pipeline at any given time.

• We have not one but three manufacturing facilities on campus that manufacture both biologic and chemical compounds that meet strict standards.

At City of Hope, we treat the whole person by providing not only the best medical care possible for our patients, but also by providing that care in an atmosphere of kindness and compassion. City of Hope gives its patients and their loved ones the resources, education and support they need to better manage the challenges related to a serious illness.

“I was given a 5 percent chance to live after I was diagnosed with triple-negative inflammatory breast cancer, one of the rarest and most aggressive forms of the disease. I was also told I would never have children. Then I went to City of Hope.”

Kommah McDowell,City of Hope breast cancer survivor with her husband and son

On our cover (left to right): Legacy of Hope members Lynda Colucci; Eileen and Chuck O’Shea and their dog, Maggie; and Carlotta Glackin, Ph. D., Associate Professor, Department of Developmental and Stem Cell Biology, Beckman Research Institute of City of Hope

City of Hope supporters like you frequently tell us, “I’d like to do more to help City of Hope.” Here

are ways you can express your values and create your legacy — just by signing your name. Each of the gifts described in this section offer you these benefi ts. These gifts:

• Cost you nothing now.

• Enable you to make gifts to loved ones and provide for City of Hope.

• Preserve your options — you can change your benefi ciaries at any time.

• Ensure your lasting legacy in the fi ght against cancer and other serious illnesses.

• Allow you to remain anonymous, should you choose to do so.

Gifts of Life Insurance Many of us have life insurance policies that have long since served their purpose. Perhaps you purchased a policy to account for your children’s tuition needs, but now the kids are on their own and doing well. Or, you have a policy your parents purchased for you years ago. These policies can make a wonderful gift to City of Hope.

• Request a benefi ciary designation form from your life insurance company, and make City of Hope a full, partial or contingent benefi ciary.

• Sign over a fully paid policy. You will be allowed a tax deduction for your generosity.

Gifts of Certificates of Deposit, Bank and Brokerage Accounts

Certifi cates of deposit, bank and brokerage accounts transfer by simple benefi ciary forms, in this case referred to as “pay on death (POD)” or “transfer on death (TOD)” designations. Ask your bank for this easy-to-complete form.

Gifts You Can Make Just by Signing Your Name

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“When I considered whether to leave City of Hope a gift in my will, I couldn’t think of a single reason not to. You have no idea what a difference you can make in someone’s life by doing something very, very simple.”

Lynda ColucciLegacy of Hope Society member

Final distribution of contributions remaining in a Donor Advised Fund is governed by the contract you completed when you created your fund. Since these funds are already

earmarked for charity, we hope you will consider naming City of Hope as benefi ciary of your account. Or, you can name us to receive a portion of the account value.

Gifts You Can Make Just by Signing Your Name (continued)

Retirement funds left to loved ones other than a spouse are one of the most heavily taxed of all assets. Income taxes and, possibly, federal and even state estate taxes may be due. That’s why retirement plan funds are such a popular option for leaving a gift to charity, like City of Hope.

Your Heirs

$100,000

-$37,000

$63,000

gift amount

income tax*

net to beneficiary

City of Hope

$100,000

-$0-

$100,000

DESIGNATION OF BENEFICIARY(IES) The sum of all primary designations must total 100% and the sum of all contingent designations must total 100% (e.g., allocation of three primary beneficiaries could be 34%, 33%, 33%).

In the event said primary beneficiaries predecease me, I designate as contingent beneficiary:

Full Name (Last, First, Middle Initial) Relationship SSN/TIN Address (Street, City, State, ZIP) Share %

Smith, Jessica C. Spouse 555-55-5555 123 Main St., Anytown, US 12345 50%

Johnson, Sherry L. Sister 222-22-2222 456 Main St., My Town, US 45678 25%

City of Hope 95-3435919 1500 E. Duarte Road 25% Duarte, CA 91010

Primary Beneficiary Designation

TOTAL: 100%

Full Name (Last, First, Middle Initial) Relationship SSN/TIN Address (Street, City, State, ZIP) Share %

City of Hope 95-3435919 1500 E. Duarte Road 100% Duarte, CA 91010

Contingent Beneficiary Designation

TOTAL: 100%

A Gift of Retirement Plan Assets

*Refl ects income tax deduction only. Based on maximum federal income tax rate of 37%.

Here is an example of a benefi ciary designation form.

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Smith, Jessica C. Spouse 555-55-5555 123 Main St., Anytown, US 12345 Smith, Jessica C. Spouse 555-55-5555 123 Main St., Anytown, US 12345 Smith, Jessica C. Spouse 555-55-5555 123 Main St., Anytown, US 12345 50%50%50% Smith, Jessica C. Spouse 555-55-5555 123 Main St., Anytown, US 12345 Smith, Jessica C. Spouse 555-55-5555 123 Main St., Anytown, US 12345 Smith, Jessica C. Spouse 555-55-5555 123 Main St., Anytown, US 12345 Smith, Jessica C. Spouse 555-55-5555 123 Main St., Anytown, US 12345 Smith, Jessica C. Spouse 555-55-5555 123 Main St., Anytown, US 12345 Smith, Jessica C. Spouse 555-55-5555 123 Main St., Anytown, US 12345 Smith, Jessica C. Spouse 555-55-5555 123 Main St., Anytown, US 12345 Smith, Jessica C. Spouse 555-55-5555 123 Main St., Anytown, US 12345 Smith, Jessica C. Spouse 555-55-5555 123 Main St., Anytown, US 12345

City of Hope 95-3435919 City of Hope 95-3435919 City of Hope 95-3435919 1500 E. Duarte Road1500 E. Duarte Road1500 E. Duarte Road 25%25%25% Duarte, CA 91010 Duarte, CA 91010 Duarte, CA 91010 City of Hope 95-3435919 City of Hope 95-3435919 City of Hope 95-3435919 Duarte, CA 91010 City of Hope 95-3435919 City of Hope 95-3435919 City of Hope 95-3435919 Duarte, CA 91010 Duarte, CA 91010 Duarte, CA 91010 City of Hope 95-3435919 City of Hope 95-3435919 City of Hope 95-3435919 Duarte, CA 91010 City of Hope 95-3435919 City of Hope 95-3435919 City of Hope 95-3435919 City of Hope 95-3435919 City of Hope 95-3435919 City of Hope 95-3435919 Duarte, CA 91010 Duarte, CA 91010 Duarte, CA 91010 City of Hope 95-3435919 City of Hope 95-3435919 City of Hope 95-3435919 Duarte, CA 91010 City of Hope 95-3435919 City of Hope 95-3435919 City of Hope 95-3435919 City of Hope 95-3435919 City of Hope 95-3435919 City of Hope 95-3435919 Duarte, CA 91010 Duarte, CA 91010 Duarte, CA 91010 City of Hope 95-3435919 City of Hope 95-3435919 City of Hope 95-3435919 Duarte, CA 91010 City of Hope 95-3435919 City of Hope 95-3435919 City of Hope 95-3435919 Duarte, CA 91010 Duarte, CA 91010 Duarte, CA 91010

100%100%100%1500 E. Duarte Road1500 E. Duarte Road1500 E. Duarte Road Duarte, CA 91010 Duarte, CA 91010 Duarte, CA 91010 City of Hope 95-3435919 City of Hope 95-3435919 City of Hope 95-3435919 Duarte, CA 91010 Duarte, CA 91010 Duarte, CA 91010 City of Hope 95-3435919 City of Hope 95-3435919 City of Hope 95-3435919 Duarte, CA 91010 City of Hope 95-3435919 City of Hope 95-3435919 City of Hope 95-3435919 Duarte, CA 91010 Duarte, CA 91010 Duarte, CA 91010 City of Hope 95-3435919 City of Hope 95-3435919 City of Hope 95-3435919 Duarte, CA 91010 City of Hope 95-3435919 City of Hope 95-3435919 City of Hope 95-3435919 Duarte, CA 91010 Duarte, CA 91010 Duarte, CA 91010 City of Hope 95-3435919 City of Hope 95-3435919 City of Hope 95-3435919 Duarte, CA 91010 City of Hope 95-3435919 City of Hope 95-3435919 City of Hope 95-3435919 City of Hope 95-3435919 City of Hope 95-3435919 City of Hope 95-3435919 Duarte, CA 91010 Duarte, CA 91010 Duarte, CA 91010 City of Hope 95-3435919 City of Hope 95-3435919 City of Hope 95-3435919 Duarte, CA 91010 City of Hope 95-3435919 City of Hope 95-3435919 City of Hope 95-3435919 City of Hope 95-3435919 City of Hope 95-3435919 City of Hope 95-3435919 Duarte, CA 91010 Duarte, CA 91010 Duarte, CA 91010 City of Hope 95-3435919 City of Hope 95-3435919 City of Hope 95-3435919 Duarte, CA 91010 City of Hope 95-3435919 City of Hope 95-3435919 City of Hope 95-3435919 Duarte, CA 91010 Duarte, CA 91010 Duarte, CA 91010

Gifts of Contributions Remaining in a Donor Advised Fund

Here’s how it works:

NOTE: Some financial services firms will not notify City of Hope of your gift after your lifetime. Letting us know about your gift ensures that your wishes are honored.

Certain gifts to City of Hope can provide you with tax savings and income for life. You can donate

cash, securities or, in some cases, real estate to make any of the gifts described here and receive a steady stream of income in return at attractive rates. If low returns on other investments have you looking for a good way to supplement your income, each of the giving options described here offers you the following benefits:

• Attractive Payment Rates. Rates are extremely favorable compared to other fixed income investments.

• Tax Savings. You may enjoy an immediate charitable income tax deduction. If you use appreciated assets to fund your gift, you will also save on capital gains taxes.

• Income for You or Others. The gifts described here can be set up to make payments to either one or two beneficiaries and can be a creative way to improve the long-term financial prospects of a loved one.

• Support for City of Hope. These gifts can help City of Hope serve patients for generations to come.

Charitable Gift AnnuitiesOne of the most popular ways of giving and receiving is the charitable gift annuity. If you’re looking for reliable annual payments not subject to fluctuations in the market, as well as tax savings, a City of Hope gift annuity may be right for you. You make a donation (our minimum is $25,000) and,

in exchange, you’ll receive fixed annual income for as long as you live — at an attractive rate plus a charitable income tax deduction. If you fund your gift annuity with appreciated securities, you can avoid capital gains taxes. Rates go as high as 9.5% (and even higher for certain deferred gift annuities), depending on your age.

Charitable Remainder TrustA charitable remainder trust with City of Hope can provide you and/or other beneficiaries with income for life or for a fixed number of years. For your donation, which can be appreciated securities or real

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Gifts That Pay You Income

“Even if you never directly use the services at City of Hope, many benefit indirectly through research conducted there and shared with other hospitals. I can’t think of a more worthwhile investment in the future.”Barry Tyson Legacy of Hope Society member

estate, you receive an immediate income tax deduction for a portion of your contribution to the trust and savings on capital gains taxes, too. You will also have the satisfaction of making a significant gift that benefits you now and City of Hope later.

Charitable Lead TrustA charitable lead trust is a way of making a gift to City of Hope that enables you to reduce gift and estate taxes while controlling the timing of passing assets to your children and grandchildren. You contribute securities or other appreciating assets to a charitable lead trust. The trust makes annual payments to City of Hope for a period of time. When the trust terminates, the remaining principal is distributed to your heirs.

Donating Real Estate: Turn Your Deed into a Good Deed

Imagine not having to worry about selling a property. City of Hope experts will assist with the sale of the property

to maximize sales proceeds and benefits to you. Donating real estate has become a popular way for City of Hope donors to accomplish a number of important objectives. You can:

• Sell your property and avoid capital gains tax.

• Receive lifetime income for yourself or other beneficiaries.

• Create a new source of income from non-income producing property.

• Step down from the role of landlord.

• Reduce or eliminate estate taxes.• Diversify your investments.

Here are three common approaches:

Receive Income for the Rest of Your Life. Convert your real estate investment into a predictable income flow and avoid capital gains while realizing other tax benefits by creating a charitable remainder trust with the sale proceeds.

Donate the Property Outright. This frees you from the costs and responsibilities of ownership. If you have owned the property more than a year, you will enjoy a charitable income tax deduction equal to the property’s full fair market value. You will eliminate any capital gains tax, and the gift reduces your future taxable estate.

Name City of Hope a Transfer on Death Beneficiary.Many states, including California, recognize a simple and inexpensive way to transfer real property to a beneficiary — a revocable transfer on death deed. The deed allows you to leave your real property to a designated person or to a charity, such as City of Hope, without the need for a will or trust. Your beneficiaries have no rights to your property while you are alive.

Include Us in Your Will or Trust. You can include a gift of real estate in your will or living trust, and your estate will be eligible for a charitable estate tax deduction upon your death.

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Gifts That Pay You Income (continued)

A Popular Way to Give LaterLeaving a gift in your will or trust is a time-honored way of ensuring that your support of City of Hope continues for generations to come.

To leave the majority of funds to your loved ones, name City of Hope the benefi ciary of a specifi c amount or percentage of your estate.

To leave City of Hope what’s left after loved ones are provided for, use a residuary bequest. City of Hope will be second in line after all costs and bequests to others have been satisfi ed.

To leave your estate to family and friends, unless you outlive one of your benefi ciaries, use a contingent bequest. This means that City of Hope will receive the funds originally intended for the now-deceased benefi ciary.

Your Gift, Your Way

We welcome unrestricted gifts as well as those designated for a specifi c program. Leaving your

gift unrestricted enables City of Hope to address the biggest challenges and opportunities faced at the time your gift is received. To designate your gift for a particular program, please discuss your objectives with a member of our staff. We would like to ensure your wishes for your estate gift are honored.

To leave a gift to City of Hope, we hope you will consider using this language:

Unrestricted Bequest:I give [ __ percent of my estate, or description of asset, or ____ dollars] to City of Hope, a California nonprofi t corporation, 1500 E. Duarte Road, Duarte, CA 91010 (City of Hope Tax ID 95-3435919), for its general use.

Restricted Bequest:I give [ __ percent of my estate, or ___ dollars, or description of asset] to City of Hope, a California nonprofi t corporation, 1500 E. Duarte Road, Duarte, CA 91010 (City of Hope Tax ID 95-3435919), for the restricted purpose of _______. If, in the future, City of Hope determines that the restriction placed herein would result in an impracticable use of the bequest, it may designate another purpose for its use that most nearly accomplishes my wishes.

For Benefi ciary Designation Forms:City of Hope, Tax ID 95-3435919, 1500 E. Duarte Road, Duarte, CA 91010

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“I have spent most of my career in the lab at City of Hope working with superb graduate students. My gift through my estate will ensure what I’ve achieved will live on.”

Carlotta Glackin, Ph.D.Associate Professor,Department of Developmental and Stem Cell Biology, Beckman Research Institute of City of Hope

This publication is not intended as legal, accounting or other professional advice. For assistance in charitable planning, always engage the services of a qualifi ed professional.

For information on how to become a patient at City of Hope, call 800-826-HOPE (4673) or visit CityofHope.org. You may have received this fundraising communication because you previously received services at City of Hope. If you do not wish to

receive such communications in the future, send a written request to the following address: City of Hope, 1500 East Duarte Road, Duarte, CA 91010, Attn: Privacy Offi cer, Wing IV, Room 406.

WE’RE HERE TO HELPContact us to explore your charitable planning options

and to learn more about how they can benefit you and City of Hope.

If you have already left a gift for City of Hope, we hope you will let us know. We welcome the opportunity to recognize you now for your future gift by welcoming you into our Legacy of Hope Society. In addition, you will be eligible for a plaque in our beautiful Rose Garden that memorializes or honors a loved one or recognizes your generosity — our way of recognizing

the exceptional individuals who have made City of Hope a part of their lasting legacy.

City of Hope | 1500 East Duarte Road, Duarte, CA 91010(800) 232-3314 | plannedgiving@coh.org

Download our complimentary planning publications at myplanwithcoh.org.

Planning with Parents in Mind

Start a Dialog with Your Parents

Secure Power of Attorney (POA)

Have a Team

Take in the Big Picture

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Planning with Parents in MindPlanning with Parents in Mind

Easy Steps to Creating a Plan

for Your Online Accounts

Why Planning for Your Online Accounts Is Important

Five Steps to Creating a Plan for Your Online Accounts

Completing Your Estate Plan

Sample Online Account Inventory

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Easy Steps to Creating a Plan Easy Steps to Creating a Plan

Plan Today for Tomorrow

Effective Planning and Sound Finances When You Face Serious Illness

for TomorrowEffective Planning and Sound Finances

The City of Hope Rose Garden: A place of peace and tranquility, symbolizing the love and caring that

underlie our belief in treating the whole person.

On an acre of land that is part of the original 10 acres purchased in 1913 by a group of compassionate individuals who founded City of Hope.

A spectacular example of nature at its most beautiful, featuring more than 2,000 rose bushes representing 100 different types of roses, all tended to daily with loving care.