Young at Heart
Margaret Jenkins, pictured at right, is living proof of how good medical care, clean living and a sense of humor can go a long way. She has been celebrating her "38th" birthday for a decade or so now and attributes her longevity to the wonderful doctors and staff at Ochsner.
"I've been coming to Ochsner since it was originally on Prytania Street," she says. "No matter where I have lived, I get my medical care at Ochsner."
For the last 20-plus years, Margaret has been a resident of Fort Worth, Texas. She recently drove, by herself, the 536 miles to New Orleans for tests and a physical. "Even though a lot has changed in New Orleans and at Ochsner since I first came here, the people are still wonderful," she says. "It means so much to me that the doctors, nurses and staff care for me and always do a great job." She adds: "In fact, my doctor told me that if she didn't know my age, she would guess that I am 20 years younger. I loved hearing that!"
Margaret has also shown her commitment to Ochsner in other ways. For many years, she has made an annual donation to Ochsner Clinic Foundation. In addition, she and her husband, William "Mack" Jenkins, established a charitable remainder unitrust. The trust allowed them to make a generous gift to Ochsner and turn highly appreciated securities into a stream of income for life without incurring capital gains taxes.
"It met many of our goals, but most importantly we are so grateful to Ochsner for the many years of service to us," she says. "We established the trust not just for an income tax deduction, but because we wanted to support this great institution. It is a privilege to be a part of Ochsner."
Contact Craig Bardell, J.D. at (504) 842-6585 or firstname.lastname@example.org for a no-obligation, free customized example of a charitable remainder trust.
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.