Planned gifts are strategic charitable investments that can provide you with important tax benefits now and in the future. Your planned gift also gives you the satisfaction of supporting the excellent patient care, education, and research programs of Mission Hospital.
Planned giving options are summarized below. To learn more about a type of planned gift, click on the appropriate heading below.
- Gifts of Appreciated Holdings
These are non-cash gifts such as stocks, bonds, and property (real estate and personal property such as artwork). They provide charitable deductions and often offer additional tax savings to donors. - Charitable Bequests
Donors who include Mission in their will and other estate plans know that their generosity will support a mission of healing for years to come. - Life-Income Gifts
Life-income gifts are gift annuities, charitable remainder trusts, and the pooled income fund. These gifts provide donors with an income stream, significant tax savings, and the satisfaction of supplying Mission with vital long-term philanthropic resources. - Charitable Lead Trusts
Donors often incorporate charitable lead trusts into long-term plans to transfer wealth to children or grandchildren. A charitable lead trust provides important current support to Mission and also helps donors greatly reduce their estate and gift taxes when wealth is passed on to heirs.
We can provide you and/or your professional advisor with detailed information on the planned giving options which can most effectively meet your financial needs.
For a confidential discussion, without obligation, please call Melody Dunlop
at 828-213-1022 or e-mail her.
