This document discusses estate planning and making charitable gifts through your will or estate. It encourages readers to create an estate plan to ensure their wishes are fulfilled. It provides tips for effective estate planning, including seeking professional advice and listing beneficiaries. It also describes ways to support charitable causes like the Urology Care Foundation through your estate, such as making them a beneficiary of your retirement plans, life insurance, or setting up a trust. It shares the story of Adam Tigelman who left a legacy gift to the Foundation through an estate trust to support urologic research.

1. Make Your Wishes Known
Over the years, you have probably
signed a number of important
documents, including mortgages,
deeds and insurance policies. But if
you are like many Americans, you
may not have completed the most
important legal document you may
ever sign—your will.
Exercise your rights
The right to decide who should
eventually receive your property
at the end of your lifetime is an
important responsibility. The “last
will and testament” makes it easier
to exercise that right while assuring
that your wishes are fulfilled.
Your will allows you to
provide heirs with particular
sums of money, certain properties
or a percentage of your estate.
For instance, you may choose
to leave particular amounts or
property to certain heirs and have
others receive the remainder of
your estate in percentages you
determine.
Make charitable gifts
Your will can also be a wonderful
way to make meaningful gifts to
charitable organizations you wish
to continue to support beyond your
lifetime. After first making provisions
for family and other loved ones, you
can name your favorite nonprofit
organizations, such as Urology Care
Foundation, to receive all or part of
the remainder of your estate.
Seek professional advice
Because your will is such an
important document with many
options available, it is wise to seek
the advice of a competent attorney.
An accountant, life insurance
professional or financial planner
may also be helpful.
Please continue reading for
more information about making
plans to secure the future for your
loved ones and the charitable
organizations you wish to support.
The Urology Care Foundation
is focused on funding urologic
research in support of innovative
treatments to improve the quality
of patients’ lives.
LegacyGift and Estate Planning Ideas for Securing the Future
• 10 steps to an effective estate plan
• More ways you can support UCF
Inside: Summer 2015

2. 10 Steps to an Effective Estate Plan
Having a proper will and other estate plans
in place can be one of the most satisfying
accomplishments in your life. Your wishes should
be expressed clearly and concisely, leaving no
room for confusion.
Begin here
Procrastination may be the greatest threat to
your future security and that of your loved ones.
These steps can help you gain control of the
planning process:
1. List the people you wish to remember.
2. Decide how you want your property
distributed among them.
3. Appoint a guardian for any minor children.
4. Name an executor (or personal representative)
to handle the settlement of your estate.
5. Consider a living trust.
6. Make an appointment with your attorney.
7. Have a valid, up-to-date will prepared.
8. Plan for incapacity.
9. Review beneficiary designations of life
insurance and retirement plans.
10. After providing for loved ones, remember
those charitable organizations you care about
and want to support, such as Urology Care
Foundation.
Start today
The relatively short amount of time needed to
create an estate plan seems even smaller when you
consider the benefits. Through careful planning,
you may find you can meet a variety of personal
and family needs while making special charitable
gifts. Discover the peace of mind that can come
from knowing that you have recorded your wishes
for the future.
Please let us know if we can help you and your
advisors as you consider the charitable dimension
of your plans.
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Vital research in the treatment of urologic diseases is made possible by your generous gifts.

3. More Ways to Support Urology Care Foundation
In addition to gifts in your will or trust, there are
a number of other ways to include UCF in your
estate plans. Here are some of the most popular:
1.Make UCF the Beneficiary of a
Retirement Plan. When you leave the
balance of an IRA or 401 (k) to your heirs, they
inherit a taxable asset, which can reduce the size
of your gift. You can simplify matters for your
loved ones by directing all or a portion of what
remains in your retirement accounts to UCF
and/or other charities, leaving other, more tax-
favored assets to your heirs. Check with your
plan administrator to update your beneficiary
designations.
2.Turn Unneeded Life Insurance into a
Charitable Gift. You can also make UCF
the beneficiary of life insurance policies without
changing your will. As your financial and family
circumstances have changed over the years, you
may have life insurance policies that are no longer
needed for their original purposes. Such policies
can make wonderful charitable gifts.
3.Trust Arrangements Allow You to Give
and Receive. Trusts can prove helpful
in saving taxes, managing and/or distributing
property, especially if the intended recipients
are minors or others who are inexperienced in
handling their own financial matters. Trusts can
also be used to provide income to you or a loved
one for a period of time in a tax-wise way, while
ultimately resulting in a gift to UCF.
4.Arrange an Income for Life. Charitable
gift annuities are a wonderful way to make
a meaningful gift to UCF while helping you take
care of yourself or a loved one. In addition to
immediate tax benefits, you and/or someone you
choose can receive fixed payments for life. The
rate of payment is based on age, so generally the
older you are, the higher the payment you receive.
It can be a great way to provide retirement income
or to support parents or other loved ones.
If you would like to learn more about any
of these giving options, please contact Wendy
Taylor, major gifts and planned giving manager, at
410.689.4034 or via email at wtaylor@auanet.org.
The purpose of this publication is to provide general gift, estate, and financial planning information. It is not intended as legal, accounting or other professional advice. For assistance in planning charitable gifts with tax and
other implications, the services of appropriate advisors should be obtained. Consult an attorney for advice if your plans require revision of a will or other legal document. Tax deductions vary based on applicable federal
discount rates, which can change on a monthly basis. Some opportunities may not be available in all states. ©MMXV RFSCO, Inc. All Rights Reserved. NNNPDF-15
Patients can find the information they need to make informed
decisions about treatment and care.
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4. A Wonderful Legacy Gift
Adam Tigelman was born in Akron, Ohio on
September 3, 1925. Like many young men in
those times, he left school at the age of 17 to join
the U.S. Navy at the start of World War II. He
proudly served in various theaters throughout the
war, eventually retiring from the Navy in 1967 as
a Chief Petty Officer.
He then went to work as a civilian at the Great
Lakes Naval Station near Chicago. He led a quiet
life, enjoying golf and traveling. Adam never made
a lot of money but he was frugal with what he had
and he invested wisely.
Adam was diagnosed with prostate cancer
later in his life. His research on the disease led
him to the Urology Care Foundation’s resources,
where he learned more about the disease and its
treatment. Adam underwent successful surgery
without residual effects.
Adam’s belief in the Foundation’s mission
to advance urologic research and education to
improve patients’ lives was such that he created
a trust to benefit the UCF. We are grateful for
his gift and honored that he included us in his
estate plan.
Adam Tigelman passed away on August
27, 2014 and is buried at Arlington National
Cemetery.
If you would like information about ways you
can include the UCF in your estate plans, please
return the enclosed card or contact Wendy Taylor
at the number below.
Adam from his days in the Navy (1942-1967)
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Wendy Taylor
Major Gifts and Planned Giving Manager
Urology Care Foundation
1000 Corporate Blvd. • Linthicum, MD 21090
Office: 410.689.4034 • Mobile: 480.737.0751
wtaylor@auanet.org