Vision

ways to give
Philanthropic Gifts Help to Save Lives
M any of our donors derive great satisfaction
from their generosity and would like to do more. Here is a
brief summary of giving options available - please call the
Foundation at 561.955.4142 to discuss them in greater detail.
Cash: This is the most common, and perhaps easiest gift to give.
–Annual or year-end gifts - Gifts may be made in a lump sum or
broken into multiple installments paid throughout the year.
–“In memory of” or “in honor of” gifts - Gifts may be made in
memory of a loved one at the time of death or on an anniversary
or a holiday, or to celebrate a birthday, graduation, anniversary
or other occasions.
–“In appreciation of” gifts - Gifts from grateful patients and
families are often given in appreciation of the care they received
or in recognition of their physician.
Life insurance: Life insurance policies may be donated to us, or
the Foundation may be named as the beneficiary.
Bequests: Provisions in your will to benefit the hospital enable
you to leave a specific bequest of a specified sum of money, a
percentage of your estate or a percentage of the residue to us
after making provisions for family and friends.
Securities: Stocks and publicly traded securities are easy to
give and offer great tax advantages. Please talk to a tax advisor
for information.
Gifts That Give Back to You
You can make a significant future gift to us while retaining,
or in many cases increasing, the income you receive from the
asset used to make the gift.
Charitable gift annuity: A contract between you and the
Foundation that pays you a fixed dollar amount (an annuity)
for your lifetime and that of another individual, if desired,
based upon your age(s) at the time of your gift.
Deferred charitable gift annuity: Offers current tax benefits
but delays the payout until you reach a specified age.
Flexible deferred charitable gift annuity: You do not have to
choose in advance a date to begin payments. You can elect to
wait a period no sooner than 10 years, but no more than 20.
Charitable remainder annuity trust (CRAT): A trust that will
pay the donor (and one or more other named beneficiaries, if
desired) a specified annuity income either for life or a period of
time not to exceed 20 years. .
Charitable remainder unitrust (CRUT): Has many of the same
attributes as a CRAT, but with more flexibility and planning
opportunities.
Charitable lead trust: Pays income to one or more charitable
organizations, typically for a period of years, and then the
remaining assets of the trust pass to beneficiaries such as
family members.
Bank accounts and CDs: If you name the Foundation as the
“payable-on-death beneficiary” of your bank accounts or CDs,
you own the assets for your lifetime and have them available
for your use.
Retirement plan assets: Due to the variety and complexity
of retirement plans, you should consult an attorney for an
appropriate strategy.
For more information
We are always available to provide you with further
information and suggestions on gifts that fit with your lifestyle
and philanthropic goals. Please give us a call at 561.955.4142.
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This is for informational purposes only and is not intended as legal
advice. For legal advice, please consult an attorney.