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When you include White Ash Broadcasting, Inc. in your will/trust or as a beneficiary of a retirement plan or life insurance policy, Valley Public Radio will invest the funds in the Valley Public Radio Endowment with other previous gifts. A team of investment professionals manages the entire endowment. For example, let's say Valley Public Radio receives a distribution of approximately 5% of the value of the fund. If the endowment earns an average of 8%, the additional 3% remains in the fund; thus your original gift to Valley Public Radio will increase over time.

The chart above illustrates the growth of the annual distributions to Valley Public Radio of an endowment gift under these assumptions. The 3% net growth in the fund each year means the following year there is a greater amount available to Valley Public Radio. Looking at the chart, you can see that in the tenth year the fund has grown to the point where it is able to provide $1,361 to Valley Public Radio. Each year it will continue to grow. In year 50 it will be able to provide $3,799 dollars to Valley Public Radio.

All told, over the fifty years we have charted, the fund will have distributed a total of $108,367 in annual distributions to Valley Public Radio. All that from a single $20,000 gift that has now grown to almost $76,000 and continues to provide needed distributions to Valley Public Radio. Of course, this is based on the assumptions we outlined in the opening paragraph; that the fund grows at 8% each year and pays out 5% to Valley Public Radio leaving 3% additional in the fund each year.

Your original gift is never depleted; it provides annual support each year into the future.

The chart on the right illustrates how a gift of $20,000 to the Valley Public Radio Endowment will grow, providing greater annual distributions to Valley Public Radio. The illustration assumes the same average investment rate of return of 8%, which is not a guarantee, and annual distribution to Valley Public Radio of approximately 5% that we used above.

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If you would like to discuss planning a gift to Valley Public Radio, please call or e-mail Development Director Renee Torres Machi (rmachi@kvpr.org) or President Mariam Stepanian (mariam@kvpr.org) at 559 275-0764.

Please note, individual financial circumstances will vary. The information on this site does not constitute legal or tax advice. Donor stories and photographs are for purposes of illustration only. As with all tax and estate planning, please consult your attorney or estate specialist. All material is copyrighted and is for viewing purposes only. Use of this site signifies your agreement with the terms of use & privacy policy. The content in this Planned Giving section has been developed for Valley Public Radio by Future Focus under an exclusive licensing arrangement with MajorGiving.com, LLC. Please report any problems to content provider. Revised: January 15, 2010, 10:00.