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Vision Correction
Summer 2008
Newsletter

WAYS TO GIVE

To Support Vision Care & Research
 

- Outright Gift
- Through Your Will
- Planned Gift
- Stock Transfer
- IRA Transfer
- How to Direct Your Gift 




Outright Gift

The simplest way to make a gift to That Man May See is by way of check, stock, or mutual fund. You can also give property, such as real estate or art.

There may be significant tax advantages to making gifts of highly appreciated assets.

For more information, please contact That Man May See, Inc.

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Through Your Will


A bequest is an easy way to make a meaningful gift in support of vision research, and yet have sufficient assets to live on during your lifetime.

Sample Bequest Language


"I give to That Man May See, Inc., a California non-profit, public benefit corporation, the sum of ($__) (the residue of my estate).
This gift shall be for the benefit of the Beckman Vision Center at the University of California, San Francisco and shall be used for the purpose of supporting (general research in eye diseases) or (name a specific eye disease such as research in: Cataract, Macular Degeneration, Glaucoma, Retinal Detachment, Corneal, etc.).
If in the judgment of the appropriate That Man May See, Inc. Board of Directors, changed circumstances should at some future time render the designated use of this bequest no longer appropriate, I direct that this bequest be used to further the general objectives and purposes of the Beckman Vision Center, keeping in mind my special interest in ___________."

For more information, please contact That Man May See, Inc.

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Planned Gifts

A planned gift can, as part of thoughtful financial planning, allow individuals to make larger charitable gifts than they thought possible.

Planned gifts, such as a gift annuity, pooled income fund, or charitable remainder trust can be an excellent gift vehicle for individuals with highly appreciated assets, who are also seeking greater lifetime income.

Such gifts can, if structured correctly, provide significant tax advantages and an increased stream of current income, while ultimately benefiting vision research.

Planned gifts to That Man May See for the Beckman Vision Center are managed by the UCSF Foundation. The Foundation can provide skilled planned giving assistance to anyone seeking financial or tax-related advice on ways to maximize their giving in support of vision research.

For more information, please contact That Man May See, Inc.

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Stock Transfer Information

Appreciated securities and mutual fund holdings may provide an advantage for your charitable giving. We recommend transferring securities via electronic transfer (DTC) from your broker to our broker. To transfer securities at your brokerage firm, please contact or have your broker contact:

That Man May See, Inc.
Account No. 101-034901-149
c/o Morgan Stanley Dean Witter, Inc.
DTC No. 0015
Contact: Kurt Burkhard
Telephone: 415.693.6093
Fax: 415.693.6131

Please notify TMMS in writing of your intended contribution. Your letter should include the following information:

• Your broker’s name and contact information.
• Any restricted designation of your gift, such as a specific disease area or special fund.
• The type of stock and the number of shares being given.
• For a payment toward a pledge, please provide specific pledge information.
• Your signature.

Upon completion of the transfer, you will receive appropriate acknowledgment and documenta¬tion from That Man May See, Inc. We are a 501(c)(3) institution and depend upon donors like you to continue funding research for blinding diseases.

That Man May See relies on generous support to sustain its educational programs, research funding, and excellence in patient care for the Department of Ophthalmology, University of California, San Francisco. Thank you for considering a gift of stock.

Should you need further information from That Man May See, contact:

Reggie Briggs, Finance and Faculty Awards Manager
Telephone: 415.476.4016
Fax: 415.476.5412
Email: briggsr@vision.ucsf.edu

For more information, please contact That Man May See, Inc.

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NEW DONATION OPPORTUNITY -
Transfer Your IRA to That Man May See

For some friends of That Man May See looking for the most tax-effective way to contribute to vision research, your individual retirement account (IRA) may be the best choice.

The Pension Protection Act of 2006 presents a new giving opportunity. The law allows individuals aged 70½ or older to make gifts now to qualified charitable organizations like ours using funds transferred directly from their IRAs. Furthermore, these individuals will not have to pay taxes on the amounts transferred. You can transfer any amount you desire up to $100,000 on or before Dec. 31, 2007.

Benefits to You While Supporting Vision Research

• The transfer counts toward your minimum required distribution as long as you have not yet received your 2007 distribution.

• The transfer generates neither taxable income nor a tax deduction, so you will receive the benefit even if you do not itemize your tax deductions.

• You can enjoy the difference your charitable gift makes to That Man May See

Your Long-Range Strategy

Another tax-wise strategy is to name That Man May See as beneficiary of all or a portion of your IRA assets. By naming TMMS as beneficiary of your IRA, you can leave us a gift that is free of all income and estate taxes because we are a charitable organization.

View a sample Letter to Charity of Forthcoming IRA Charitable Distribution

View a sample Request for Charitable Distribution from Individual Retirement
Account

For more information, please contact That Man May See, Inc.

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How to Direct Your Gift


All gifts should be made payable to:
That Man May See, Inc.

All gifts are tax deductible in accordance with the Internal Revenue Code. TMMS is a nonprofit, gift-supported 501 (c)3 corporation.

For more information, please contact That Man May See, Inc.

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For more information, please contact:

That Man May See, Inc.
10 Koret Way, Box 0352.
San Francisco, CA 94143-0352

Telephone: (415) 476-4016
Fax: (415) 476-5412
e-mail: tmms@vision.ucsf.edu
 
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©2008 University of California, San Francisco, Department of Ophthalmology
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