Planned Giving Home

Planned Giving

  • Design Your Gifts for Maximum Benefit

    Below is a list of gift ideas, options and benefits that can make the most of your support for Mercy & Unity Hospital Foundation while maximizing your tax and financial rewards.  Select your objective(s), then check the option(s) that fit your situation.  Click the "Compare Options" button for a summary of your gift opportunities. We encourage you, of course, to call our office with any questions.

    Your gift
    objective is to:

    Your options include: Your benefits usually include:
    Make a gift this year
    Gifts of appreciated securities   Enhanced deductions plus capital gains tax avoidance

    Gifts of appreciated real estate   Enhanced deductions plus capital gains tax avoidance

    Gifts of a fraction or percentage of property   Partial deductions plus capital gains tax avoidance

    Gifts of a share of your business   Large deductions plus capital gains tax avoidance and continued control of your business

    Gifts of unneeded life insurance policies   Charitable deduction for policy’s value; future premiums deductible

    Gifts by check or credit card   Maximum deductibility

    Make a gift this year but retain lifetime income
    Charitable gift annuities   Fixed payments for life, for you and/or another recipient, plus deductions and other tax benefits

    Charitable remainder annuity trusts   Fixed payments for life for you and/or others, plus a current deduction

    Charitable remainder unitrusts   Variable lifetime payments for you and/or others, with extra planning flexibility in achieving your goals

    Make a gift this year of a personal residence or farmland while retaining lifetime use
    Gifts of “remainder interests” in property   Charitable deduction this year plus future federal estate tax savings

    Make a gift this year that helps build your retirement nest egg
    Deferred charitable gift annuities or “flip” unitrusts   Current charitable deductions, with large payments starting in a future year

    Make a gift this year that pays income to charities for a limited number of years
    Charitable lead trusts   Reduced gift taxes, estate taxes and/or income taxes; trust assets eventually return to you or family members

    Make an important gift after death
    Bequests from wills or living trusts   Control of all your resources during life; potential federal estate tax savings plus income tax savings if you leave tax-burdened assets

    Beneficiary designations on financial accounts   Control of financial resources during life; potential federal estate tax savings

    Beneficiary designations on life insurance   Financial security from policy during life; potential federal estate tax savings

    Beneficiary designations on IRAs or other retirement accounts   Future income tax and estate tax savings; lifetime use of accounts

    Bequests for charitable gift annuities or charitable remainder trusts   Lifetime income for a surviving spouse or other heirs; potential estate tax savings

    Charitable lead trusts that pay income to charities after death   Large estate tax savings; heirs later receive all trust assets


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