Planned Giving
Before making a planned donation, consult with your financial advisor to determine the ways to match the needs of your family and making your donation to the Memorial Healthcare Foundation. Charitable Giving Information
Bequests and Giving Through Wills You may choose to make a provision in your will for Memorial Healthcare Foundation. Bequests can range from giving a specific amount, specific property, a percentage of your assets, or providing a gift from the residue of your estate after providing for your benefactors. Notification form
Charitable Remainder Annuity Trust & Gift Annuity Agreement Both of these arrangements will pay income to you or your beneficiary(s). The principal then passes to the Memorial Healthcare Foundation upon the death of the last beneficiary. These are excellent gifts for your smaller gifts. Notification form
Endowment Funds Building substantial endowment will allow the hospital to be prepared for the future. Funds contributed to the endowment are invested and the return on investment will be used to provide for the needs of the hospital. The original funds will never be spent. Print donation form -or- Donate Online Now
Pooled Income Fund Purchases may be made in a commingled trust that pays income to you or other beneficiary(s) during your lifetime. The principal passes to the Memorial Healthcare Foundation upon the death of the last beneficiary. Notification form
Life Estate Agreement You may transfer property to the Memorial Healthcare Foundation retaining your rights of use or income priveleges. Your property (often real estate) passes to the Foundation after the death of the last beneficiary. Notification form
Charitable Lead Trust A trust created to produce income payable to the Memorial Healthcare Foundation, usually for a term of years. Your trust assets then pass to subsequent family generations. This is a useful technique if you own a large estate and want to transfer wealth to successive generations in a tax-advantaged way. Notification form
Irrevocable Living Trust A Living Trust is created for the purpose of maintaining ownership of your assets during your lifetime, and distributing your assets to charitable institutions, like the Memorial Healthcare Foundation, after death. Its creator cannot revoke an Irrevocable Living Trust. Notification form
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