Types of Planned Gifts

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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:

Gifts From a Retirement Plan

  • Assets from your plan pass to the Dignity Health Foundation East Valley after your death.
  • You can continue to take regular withdrawals throughout your life.
  • You can achieve significant income tax savings.
  • You can change beneficiaries if your family's needs change.

Gifts of Stock and Other Assets

  • Receive an immediate tax deduction for the fair market value of the securities on the date of transfer, no matter what you originally paid for them.
  • Pay no capital gains tax on the transfer when the stock is sold.
  • Giving appreciated stock could be more beneficial than giving cash.

Gifts of Life Insurance

  • Make a gift of insurance you and your family no longer need.
  • Receive an income tax deduction.
  • In some cases, you can use the cash value in your policy to fund a life-income gift that provides you and/or other loved ones with an income now and benefits the patients in the future.

Gifts of Personal Property

  • Your gift of art, antiques, jewelry, etc. is immediately beneficial.
  • Receive a tax deduction for the appraised value of your gift.
  • Pay no capital gains tax.
  • In some cases, you can use personal property to fund a life-income gift.

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.