Planning for the future is vitally important and leaving a gift for future generations is one of the most significant philanthropic acts one can do. Individuals have the opportunity to leave a legacy to their family and their community by participating in the Dignity Health Foundation East Valley's Planned Giving program and becoming a member of the Dignity Health Foundation East Valley Legacy Society.

Planned Gifts 

A planned gift can be best described as any gift of cash, stock or personal property that requires the services of a professional such as an attorney, estate planner, CPA, financial planner or insurance broker. A planned gift can be an important part of an estate plan, providing an excellent method of reducing taxes. Our planned giving program was established to allow donors to make larger gifts than otherwise possible without undue financial sacrifice. These types of contributions allow you to enjoy the financial benefits and recognition of such a gift, along with the knowledge that your support has made a difference.

The Foundation staff will assist donors wishing to make a planned gift, however, we urge anyone considering this type of gift to seek their own legal or tax advice.

*Please note when making a rollover distribution from an IRA directly to the hospital, your gift will be recognized by the Dignity Health Foundation East Valley.  Please check with your financial advisor regarding all tax ramifications.

Wills, Bequests and Trusts 

You may gift cash, securities, real estate or other assets to the Dignity Health Foundation East Valley in your will. It is also possible to establish a Charitable Remainder Trust by means of a will and provide income to the beneficiary of your choice. Making a bequest is as simple as adding a codicil (amendment) to your will.

The Foundation encourages anyone wishing to make a planned gift to seek the counsel of a legal or tax advisor to discuss your ideas. Donors who are considering making a planned gift are also encouraged to contact the Foundation early in the process with their intent to help ensure we are prepared to accept the gift and that your wishes can be honored. 

 

 

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