Serving Union County since 1953 A 501(C)(3) Charitable Organization 126 N. Main Street, P.O. Box 608, Marysville, Ohio 43040 Phone: 937.642.9618 Fax: 937.642.7376 Helpful Articles from the Union County Foundation Director Please browse this archive of articles by the Executive Director of the Union County Foundation, David Vollrath. Click on any title below to see the full text of that article. Note: The articles originally appeared in the Marysville Journal-Tribune and the Richwood Gazette over the past several years; so some information regarding specific years may be out-of-date. As is always the case, you will want to consult your financial professional advisor(s) regarding your specific situation in regards to the issues presented here. #1 What in the world is the Union County Foundation? #2 How can I leave a meaningful legacy? #3 What is a “donor advised fund” and what can it do for me? #4 What is a “charitable gift annuity” and what can it do for me? #5 How can I start a scholarship fund? #6 How can I make a gift through The Union County Foundation? #7 Have you thought about a will and bequests? #8 What is a Charitable Remainder Unitrust? #9 Using Community Foundations as a Depository #10 Basic Steps Towards Estate Planning #11 Myth #1 Regarding Wills -- “I Don’t Plan to Die” #12 Myth #2 Regarding Wills -- “Joint Tenant Will Take Care of Other Siblings” #13 Myth #3 Regarding Wills -- “I’ll Place the Land in Joint Tenancy” #14 Myth #4 Regarding Wills -- “They’re Too Expensive and I Have Too Little Property” #15 What Makes for a “Good Inheritance”? #16 What Makes for a “Good Inheritance”? (Part 2) #17 What Makes for a “Good Inheritance”? (Part 3) #18 End of Year Gifts of Stock #19 Guidelines for End-of-Year Donations #20 How to Donate Stock to Charity #21 January Investment Checkup #22 Reviewing your Will and Estate Plan #23 Reviewing Your Plan for Giving #24 Tax Savings for Non-Itemizers #25 Money under the Mattress #26 Market Timing: Friend or Foe? #27 U.S. Savings Bonds... "The All-American Investment" #28 U.S. Savings Bonds... "The All-American Investment", Part 2 #29 U.S. Savings Bonds... "The All-American Investment", Part 3 #30 U.S. Savings Bonds... The Final Chapter #31 A Wonderful Legacy -- Memorial Scholarships #32 Local Fraternals -- Highly Charitable #33 What is "GST" and Why Should You Care? #34 Gifting Real Estate -- "Real" Advantages #35 A Final Gift to Your Family #36 Why Wouldn't You? #37 Top Ten Ways to... #38 Understanding Living Trusts #39 Wills... A Closer Look #40 Perils of “Phishing” #41 Tax Benefits of Charitable Giving #42 Have You Ever Been Asked? #43 Maximizing Tax Benefits from Charitable Gifts (Part 2) #44 Proper Receipting of Charitable Gifts #45 Gifting Land #46 When Do Charitable Gifts Require an Appraisal? #47 “Bargain Sales” 101 #48 2005 Tax Facts #49 Charitable Gifting of Personal Property #50 Charitable Giving & “Quid Pro Quo” #51 Union County Scholarships #52 A Charitable Role Model #53 Charity & Children #54 Retired & Wired #55 Community Foundations #56 Bequests #57 Methods of Gifting Stock #58 Rules for Charitable Giving #59 Irrevocable Charitable Remainder Unitrusts #60 There’s No Place Like Home #61 Gift Annuities -- Often Misunderstood #62 Guide to IRA 2005 Charitable Gifts #63 Understanding Community Foundations #64 “Legacy Costs” #65 “It’s a Wonderful Life” #66 Gifting Life Insurance #67 State of the Union... County Foundation #68 Lasting Legacies #69 Charitable Reporting on Tax Returns #70 Gift Tax Exclusion Increased for 2006 #71 The $188 Billion Dollar Gift #72 Community Foundations #73 Scholarships #74 Juanita Yoder, A Quiet Example to Us All