Visionary is written for individuals who would like to personally support CRI through regular donations or planned giving programs. It covers these topics:

• Planned giving options such as bequests, gift annuities, and charitable trusts as well as life insurance and retirement plan gifts
• Profiles of supporters who’ve made planned gifts
• Rules and regulations affecting charitable gifts and tax benefits

Visionary is published three times per year and is free to friends of CRI.  Sign up for our e-mail bulletin to be notified when new issues appear. 

Recent Issues:

Summer 2010: Herb Nichols, a former World War II Navy pilot, believes in Cancer Research Institute's mission and makes regular annual donations in addition to his estate plans, which include CRI as a beneficiary. Also in this issue: planned gifts like life insurance policies and retirement plan remainders can keep you in the giving mode despite challenging financial times. Take our planned giving checklist quiz to see if your long-term financial and charitable plans are on sound footing. 

Spring 2010 : We're all aging, and with age comes greater risk of cancer. CRI researcher Matthew Youngman is working to understand the link between age, immunity, and cancer and hopes to discover new ways to keep us healthier, longer. Also in this issue: making a will, understanding your rights, creating a strong but flexible plan of action. Read our tips for reducing the cost of probate to ensure even more of your gift goes to the intended recipients.

Fall 2009: Sometimes it’s difficult to be charitable when you are unsure if you will need those assets in the future—of course, your family comes first. But there is a way to make a significant gift that takes into account tax-saving strategies and income-producing assets. These types of gifts are called planned gifts. While the primary purpose of a planned gift is to contribute to the charitable cause of your choice, its secondary purpose may be for you to enjoy the personal financial or family benefits that certain plans can provide you.

Spring 2009: Jesse Kimple is only 21 years old, but he's already planning ahead for the future by naming the Cancer Research Institute as a beneficiary of his employer-sponsored life insurance policy. Learn how you can make a gift to support cancer research through your life insurance policy. Also discussed in this issue: unitrusts and crafting bequest language.

Winter 2009: Don & Diana Holmes have always looked to the future: these retired NASA software developers helped send the earliest rockets into space, and now they're helping Cancer Research Institute create the next modality of cancer therapy. Charitable remainder trusts, and making gifts to your I.R.A. are discussed in this issue of Visionary.

Fall 2008: Colon cancer survivor Carole Franklin made CRI a beneficiary of a certificate of deposit (CD). She's living life to the fullest, enjoying the company of her many friends in the Red Hat Society and secure in knowing that her gift to the Cancer Research Institute is helping to make a difference. This issue describes several of the many different planned giving options you might consider, and also lists our Helen Coley Nauts Society of donors who've named CRI a beneficiary of their planned gifts.

Spring 2008: Retired Spanish language and literature professor Hugh Kennedy can travel the world and help secure the future of the Cancer Research Institute at the same time thanks to his gift annuity. This Visionary issue shares how gift annuities can benefit you and your loved ones now while also providing for charitable organizations.

Winter 2007: Profile on entrepeneur and CRI visionary Ken Barmore, plus an end-of-year planning checklist and a guide to charitable remainder trusts.

Fall 2007: Former Navy medic Rex Ashdown and his wife Virginia are both grateful cancer survivors who know that it takes "a million small steps" to make the large discoveries needed to conquer cancer. Plus: 7 costly estate planning assumptions, IRA tips, and our list of Helen Coley Nauts Society of donors who've made CRI a beneficiary of their planned gifts.  

Spring 2007: Story on lung cancer survivor Ivan Kos, Ph.D., plus focus on gift annuities, including case studies and retirement planning considerations.

Back Issues:

Click to download PDFs of earlier issues. (Note: financial information presented in older issues may no longer be current. Contact CRI or your financial advisor for the latest planned giving information).

November 2006
September 2006
February 2006
November 2005
September 2005
September 2004

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