PLANNED GIVING

You may also donate to Mount Carmel through:

·        Charitable Remainder or Lead Trusts

·        Life Insurance

·        Real Estate

·        Personal Property

·        Assignment of Trust Income

·        Gifts from an Estate of Trust

·        Pooled Income Funds

·        Retirement Assets

·        Closely Held Securities

For more information, contact:

Dan Hack

Senior Vice President - Wealth Management

Smith Barney

Phone: 800-334-2446

Fax: 312-917-7450

dan.hack@smithbarney.com