phs.planmygift.orgRealize the Power of a Gift | Presbyterian Healthcare Foundation

Skip to Content Skip to Content Presbyterian Presbyterian Healthcare Foundation Toggle navigation Quick Links Doctors & Services Locations Health Plans Tools & Resources Community Home Presbyterian Healthcare Foundation Planned Giving Legacy Giving Presbyterian Healthcare Foundation Currently selected Legacy Giving Popular Ways to Give Wills and Living Trusts Beneficiary Designations Gifts That Provide Income Charitable Gift Annuities Charitable Remainder Trusts More Ways to Give IRA Charitable Rollover Charitable Lead Trusts Real Estate Memorials and Tribute Gifts Endowed Gifts Donor Advised Funds Meet Our Donors Luminary Circle Program For Professional Advisors Sample Bequest Language Stock Transfer Form - 501(c)(3) - Advance Healthcare Directives How Gifts Make a Difference Contact Us Realize the Power of a Gift What's New? Your 2019 Impact Show Your Support for Presbyterian Healthcare Foundation Beyond a Will What's New? If you would like to extend your support of Presbyterian Healthcare Foundation to make a lasting impact, there are several gift arrangements to choose from. Whether you would like to put your donation to work today or benefit us after your lifetime, you can find a charitable plan that lets you provide for your family and support Presbyterian Healthcare Foundation. Begin My Giving Journey I want to plan a gift based on my… Giving Amount Under $25,000 $25,000 to $99,999 $100,000 to $999,999 $1 million or more Under $25,000 The most popular options for a gift in this range: Outright gift of cash Outright gift of appreciated securities Donor advised fund Gift in will or living trust Charitable gift annuity Beneficiary designations $25,000 to $99,999 The most popular options for a gift in this range: Outright gift of cash Outright gift of appreciated securities Donor advised fund Gift in will or living trust Charitable gift annuity Beneficiary designations $100,000 to $999,999 The most popular options for a gift in this range: Outright gift of appreciated securities Gift in will or living trust Beneficiary designations Charitable gift annuity Outright gift of life insurance Charitable remainder trust Charitable lead trust $1 million or more The most popular options for a gift in this range: Outright gift of appreciated securities Gift in will or living trust Beneficiary designations Charitable remainder trust Charitable lead trust Age Under 40 40-54 55-69 70+ Under 40 The best gift options for you: Outright gift of cash Outright gift of appreciated securities Donor advised fund Gift in will or living trust Beneficiary designations 40-54 The best gift options for you: Outright gift of cash Outright gift of appreciated securities Donor advised fund Gift in will or living trust Beneficiary designations 55-69 The best gift options for you: Outright gift of appreciated securities Gift in will or living trust Charitable gift annuity Beneficiary designations Outright gift of real estate Charitable remainder trust Charitable lead trust 70+ The best gift options for you: Outright gift of appreciated securities Gift in will or living trust Charitable gift annuity Beneficiary designations Outright gift of life insurance Make a Tax-Free Gift With An IRA Outright gift of real estate Charitable remainder trust Charitable lead trust Assets Cash Appreciated Securities Retirement Plan Assets Life Insurance Real Estate Tangible Personal Property Cash Most popular ways to give this asset: Outright gift of cash Gift in will or living trust Charitable gift annuity Donor advised fund Charitable remainder trust Charitable lead trust Appreciated Securities Most popular ways to give this asset: Outright gift of appreciated securities Gift in will or living trust Charitable gift annuity Donor advised fund Charitable remainder trust Charitable lead trust Retirement Plan Assets Most popular ways to give this asset: Beneficiary designations Charitable remainder trust Make a Tax-Free Gift With An IRA Donor advised fund Life Insurance Most popular ways to give this asset: Outright gift of life insurance Beneficiary designations Real Estate Most popular ways to give this asset: Outright gift of real estate Gift in will or living trust Charitable gift annuity Charitable remainder trust Charitable lead trust Tangible Personal Property Most popular ways to give this asset: Outright gift or bargain sale Gift in will or living trust Charitable gift annuity Charitable remainder trust Not sure how to get started? Answer a few simple questions and we'll point you down the right path. × Modal header Close Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance. Privacy Policy | Cookie Policy © Presbyterian Healthcare Services Facebook A charitable bequest is one or two sentences in your will or living trust that leave to Presbyterian Healthcare Foundation a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate. an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan "I, [name], of [city, state ZIP], give, devise and bequeath to Presbyterian Healthcare Foundation [written amount or percentage of the estate or description of property] for its unrestricted use and purpose." able to be changed or cancelled A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes. cannot be changed or cancelled tax on gifts generally paid by the person making the gift rather than the recipient the original value of an asset, such as stock, before its appreciation or depreciation the growth in value of an asset like stock or real estate since the original purchase the price a willing buyer and willing seller can agree on The person receiving the gift annuity payments. the part of an estate left after debts, taxes and specific bequests have been paid a written and properly witnessed legal change to a will the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to Presbyterian Healthcare Foundation or other charities. You cannot direct the gifts. An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission. Tax on the growth in value of an asset—such as real estate or stock—since its original purchase. Securities, real estate or any other property having a fair market value greater than its original purchase price. Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land. A charit...