Planned Giving

Making charitable contributions is an art — a creative process that adapts to the changing needs and wishes of the donor. Planned giving enables a donor to arrange charitable contributions in ways that maximize his or her personal objectives while minimizing the after-tax cost.

Depending on the asset given and the gift arrangement selected, a donor can generally expect to obtain some of all of the following benefits:

• Fulfill philanthropic goals
• Reduce income tax through a deduction for the gift
• Avoid capital-gain tax on gifts of long-term appreciated property
• Retain life income for the donor and other beneficiaries
• Increase spendable income
• Eliminate federal estate tax on property passing to charity upon the donor’s death
• Reduce costs and time in estate settlement

The following are suggestions of planned charitable gifts. You should consult with your own tax and legal advisors for a full discussion of the tax implications of particular gift plans.

Outright Gifts

• Cash
• Securities and Real Estate
• Tangible Personal Property

Deferred Gifts

• Life-Income Plans
• Charitable Remainder Trust
• Charitable Remainder Annuity Trust
• Pooled Income Fund

Gifts by will or bequest

• specific bequest
• general bequest
• residual bequest
• contingent bequest

Life Insurance

Gifts to fund the future

For more information on how you can help fund your local hospital please contact us.