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The Florida Grantor, Spring 2007

Endowment News

Planning Just a Click Away

By: Michael S. Campbell, Vice President of Endowment Development

Did you know that good planning requires good information? By visiting www.myabletrust.org, you can find helpful estate and charitable planning information to assist you in creating the plan that is right for you.

Property values, growth of investments, various types of life insurance as well as changing tax laws all require planning for the future.

Without a plan that is right for you, an unnecessary amount of your assets may go to state and federal governments for taxes. Your remaining assets may go to individuals other than those loved ones you prefer to benefit.

The guardianship of minor children may be left for the laws of the state to determine.

The Able Trust Endowment Department maintains up-to-date gift planning information for you to access via the internet. here you can find:

• Gift Planning Stories: Read actual stories of donors who received tax benefits by making charitable gifts.
• Weekly Articles: Read weekly articles on estate planning alternatives including wills and trusts that work for you. Learn about the benefits of giving a gift to The Able Trust and receiving full income tax savings from your gift.
• Washington Hotline: Find out about changes in Washington that could affect your financial future. Read feature articles on the latest tax changes and ways to save taxes.
• Financial Updates: Learn about the impact of the market on your finances. Get the latest news on stocks, bonds and interest rates. View current market quotes for DOW, NASDAQ and S&P 500.

Visit www.myabletrust.org to take advantage of these valuable resources and if you have any questions, please feel free to contact our Endowment Department representatives, Mike Campbell or Roy Monk at 850-224-4493.

Passion, Dedication and Service
The Able Trust Honors Leon Golden

The Able Trust honors an individual who shares a sincere dedication to leadership and a long-term commitment to supporting individuals with disabilities. Dr. Leon Golden's tremendous passion for the disability community began as a simple desire to support American veterans of the Vietnam War. By leaving a legacy of a personalized endowment fund through The Able Trust, today, Dr. Golden's passion reaches hundreds of veterans, youth and individuals with disabilities throughout the state of Florida.

"Engaging in the process of making people capable and helping them rise from level of dependency to independence is truly a worthy goal." Dr. Golden stated. As a longtime resident of Tallahassee, Dr. Golden has also led a life of devotion to education and social awareness. Dr. Golden has held the distinguished positions of Chairman of the FSU Department of Classics and Director of the FSU Program in Humanities.

To learn more about The Able Trust Endowment Program, please visit www.myabletrust.org.