Build your legacy
Through thoughtful planning, you can donate to St. Helena Hospital Foundation in a way that also benefits you and your loved ones.
Donations Anyone Can Afford
You can support the Foundation without impacting your cash flow, lifestyle or family security. Popular options include donations through your will or trust, retirement plan, or life insurance, and gifts of stock or appreciated assets.
Donations that Pay Back
You can make a generous donation to the Foundation while also increasing your income. Some options include gift annuities, charitable remainder unitrusts and charitable remainder annuity trusts.
Donations that Protect Your Assets
If your primary objective is to have a tax-smart plan that manages highly appreciated property or a family business, a charitable lead trust may meet your goals.
Start planning your legacy today!
St. Helena Hospital Foundation partners with Thompson & Associates to provide complimentary, confidential estate planning. Fill out this form to learn more about this no-pressure, values-based service:
Where do you begin?
St. Helena Hospital Foundation has retained the services of charitable estate planning firm Thompson & Associates <hyperlink: www.ceplan.com> to provide complimentary, confidential services for our community. When you meet with a certified professional from Thompson & Associates, you’ll receive expert guidance on creating an estate plan that matches both your values and financial goals.
Why meet with Thompson & Associates? Unlike other charitable planning services, the firm doesn’t receive any commission, has no products to sell and doesn’t manage money or assets. St. Helena Hospital Foundation underwrites costs so these exceptional services can be offered free of charge.
Contact Director of Philanthropy Marci Atkison at email@example.com or 707-967-5604 to learn more.
A large percentage of Planned Gifts occur through adding a charitable organization as a beneficiary to a will or estate plan. A donor may designate the organization to receive a specific dollar amount or a percentage of the estate.
A donor can transfer to the charitable organization either partial or full interest in real estate. The value of the interest provided to the organization will generate a charitable deduction with the potential to offset capital gains
Gifting appreciated securities and IRA’s held more than 12 months may entitle the donor to a deduction.
Retirement Assets – 401(k) or IRA:
A donor can designate a charitable organization as a full or partial beneficiary of a qualified retirement account, including from a 401(k) plan or IRA.
A gift in honor or memory of a friend or loved one can be the most appropriate way to leave a lasting legacy. Gifts of cash donations or sponsoring the purchase of a needed item or project, ensures a tribute to be remembered by the community for all time.
Common gift opportunities include designating a charitable organization as an insurance policy beneficiary or transferring ownership of an insurance policy to the charitable organization.
Charitable Gift Annuities:
The charitable organization creates and owns an annuity contract established with the donor’s charitable gift. The donor receives a lifetime income from the contract.
Charitable Lead Trust:
A trust that makes annual payments to the named charitable organization for a specific period of time; the assets pass back to the donor or donor’s heirs afterwards.
Charitable Remainder Trust:
A trust that pays designated person(s) an income for a period of years or a lifetime; upon the designated person(s) passing, the charitable organization receives the remaining trust assets.
Become a Legacy Circle Member:
Established in 1995, The Legacy Circle recognizes individuals who have included St. Helena Hospital in their estate plans or who have made provisions for an irrevocable life income gift.
By remembering St. Helena Hospital Foundation in estate plans, donors leave a meaningful mark on the hospital’s work that spans beyond a lifetime.
- Annual recognition event
- Listing on the hospital’s Donor Wall
- In appropriate publications
- Periodic updates on financial and estate planning.