Types of Planned Gifts
There are many ways to leave your legacy with dignity.
You can support Dignity Health Foundation - East Valley with a gift that doesn’t impact your cash flow, lifestyle or family security.
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 into the future.
Cash gifts, securities, real estate or other assets to Dignity Health Foundation - East Valley can also be included 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 an amendment to your will.
Here are a few other possible option to leave your legacy through planned giving:
Remember, you can modify your gift to address changing circumstances. Our development professionals are ready to discuss options with you. Please contact us when you are ready.
*Please note when making a rollover distribution from an IRA upon the advice of your tax advisor it goes directly to the hospital, your gift will be recognized by the foundation.