Rose Bednar

Rose Bednar smiling

Rose Bednar

Rose Gertrude Bednar grew up in a farm family that valued their community and whose members looked out for each other. The Bednar family regularly attended the Catholic Church in Deweese where they knew that in times of crisis, neighbors helped each other bring in a crop or raise a barn.

Rose and her sister, Elsie Helzer, remained close throughout their lives, living just across town in Hastings. The sisters, like their mother, kept immaculate houses, lawns and gardens.

"All the nieces and nephews liked to give Aunt Rose a birthday rose for her garden," said Elsie's daughter Kathy Helzer.

The sisters enjoyed pouring over the programs at the Fonner Park horse races, following the jockeys, horses and trainers. Rose often visited family in Deweese, especially elderly members. Rose helped prepare countless family holiday meals and helped raise the next generation with the same philosophy of looking out for each other.

Rose worked at a variety of Hastings businesses, clerking at Jones Drug Store, housekeeping for several families and making ice cream novelties for Swift & Company. She was a checker for Safeway for many years until she retired. She was a devoted Husker fan and adored her poodles, Suzie, Mitzi and Tami, who were her constant companions.

When the time came to plan her will, Rose asked her attorney Mike Sullivan to include her church and Mary Lanning Memorial HealthCare as beneficiaries.

"She took care of family first, but made sure to leave something that would help take care of the next generation, just like our folks looked out for us," said Elsie.

A charitable bequest is one or two sentences in your will or living trust that leave to Mary Lanning Healthcare Foundation a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

"I [NAME], of [CITY, STATE, ZIP], give, devise and bequeath to the Mary Lanning Healthcare Foundation (Federal Tax ID #47-0800042) [WRITTEN AMOUNT OR PERCENTAGE OF THE ESTATE OR DESCRIPTION OF PROPERTY] for its unrestricted use and purpose."

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to the Foundation or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate, or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the gift tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to the Foundation as a lump sum.

You fund this trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to the Foundation as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and the Foundation where you agree to make a gift to the Foundation and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

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