Planned Giving
Plan Your Legacy Your Way
Interested in leaving a lasting legacy? Planned gifts represent gift options that can be designed to meet your personal philanthropic and financial goals. From simple gifts in your will to charitable gift annuities offering tax benefits and lifetime income, there are many ways you can support future generations.
A planned gift can be a rewarding way to make a difference in others’ lives. Explore your planned giving options and go right to the sections that interest you most:
Reach out for assistance with planning your legacy. We can work with your advisors to help you leave a lasting legacy.
Outright
Cash
Using cash or a credit card is easy and you’re entitled to an itemized tax deduction for the full amount of the gift.
Securities
Transfer appreciated assets (stocks or bonds) held for more than a year to us and enjoy an income tax charitable deduction for the full market value if you itemize.
Tangible Personal Property
Donate gift property that can be used for our charitable purposes, and qualify for an income tax deduction for the full fair market value.
Closely Held Stock
When you donate privately held stock, you enjoy a charitable deduction equal to the appraised value of the stock with no capital gains tax due.
Revocable
Retirement Plan Assets
Name Franciscan Health Foundation as a beneficiary on your retirement accounts to support our missions and reduce taxes. It’s simple to set up through your plan administrator.
Bequest–A Gift Made Through Your Will
Include a charitable gift in your will. It’s a beautiful way of helping your community while potentially reducing estate tax.
Revocable Living Trust
Set up a trust that can be adjusted anytime, helping you manage your assets and include charitable gifts while avoiding probate and ensuring privacy.
Life Income
Charitable Gift Annuity
Donate cash or securities and receive fixed annuity payments. Enjoy tax benefits and spread out capital gains taxes over your lifetime.
Charitable Remainder Annuity Trust (CRAT)
Create a trust that provides annual payments for the life of the beneficiary(ies) and up to 20 years for their heirs, with the remainder going to charity when the payment ends.
Charitable Remainder Unitrust (CRUT)
Set up a trust that distributes annual payments based on a percentage of the trust’s value. When the payment ends, the remaining assets go to charity.
Use our gift calculator to calculate gift annuities and income tax deductions for several gift options.
Special Gift Options
Donor-Advised Fund
Make an irrevocable gift to a fund managed by a financial organization and enjoy an income tax deduction.
Gifts from an IRA / IRA Charitable Rollover
Over age 70½ or older? Transfer up to $105,000 (annual aggregate amount in 2024) directly from an IRA to us. This counts toward your RMD and is tax free.
Easy IRA Gifts
Consider your qualified charitable distribution options with easy IRA gifts.
Bequest Language
A charitable bequest is a gift you leave in your will and its important to get the bequest language exactly right. Learn more about bequest provisions.
Life Insurance
Not sure how to give through your life insurance policy? We can help you set up a seamless transfer.
Plan Your Giving
Gift Plan Highlights
View a comprehensive list of gift options and their benefits.
Giving Your Way
See a list of giving scenarios and learn about the best assets to help you realize your charitable giving objectives.
Join the Bonzel Society
The Blessed Maria Theresia Bonzel Society honors donors who have included Franciscan Health Foundation in their estate or financial plans. Learn how you can be included.
Donor Resources
The following e-Brochures provide additional information on a variety of gift plan options:
- Strategic Giving-Simple Ways to Make an Impact
- A Gift in Your Will – How to Meet Your Charitable Goals
- Charitable Gift Annuity – A Smart Way to Give and Receive
- Gifts of Stock
- Retirement Plan Assets
- Charitable Remainder Trusts
- Gifts of Real Estate
- Gift Plan Overview: Making a Difference
If you would like a copy of any of the above resources, contact us and we will email you the brochures.
Plus, feel free to use our gift calculator to calculate gift annuities and income tax deductions for several gift options.
Need resources for your professional advisor? Access the Advisor Reference Tool (ART).
