Planned Giving
Deferred charitable gifts, also known as planned gifts, offer the greatest opportunity for both the Hospital and the donor. These gift arrangements are a way to reflect your values, leaving a legacy of giving, as well as offering the opportunity to make a significant impact on patient care. In addition, they often have considerable tax advantages for the donor and/or family members.
Planned Gifts include:
Will, bequests through your will or a trust you are enabled to leave a legacy for an area of the Hospital that is meaningful to you.
Trusts this planned gift is designed to benefit you now through life income or tax savings, and provide funding in the future for the Hospital's work; including charitable remainder unitrust, annuity trust, or lead trust.
Life Insurance donors may designate the Hospital as a beneficiary or an owner of the policy and offers a special way of gifting.
Endowments whether a named endowment honoring your family or loved one, or a pooled endowment, this is a gift that supports the hospital in perpetuity with the yearly earnings.
Appreciated Securities including stocks and bonds, have several tax advantages and make excellent gifts for the Hospital and you.
Other options include retirement plans, IRA's and Life Income Arrangements. A specific plan can be tailored to meet your personal and financial goals.
If you wish to make your gift designated to a particular fund or use, please consult with the Friends Staff in advance. When making a planned gift to the Friends of Sacred Heart Hospital, please consult with your attorney or other appropriate advisors, as well as the Friends Staff. If you do not have a financial consultant, we can put you in touch with someone who would be happy to answer your estate questions.
The following language can be included in one's will, trust or codicil:
I give _____ percent and / or $_____ of my estate to the Friends of Sacred Heart Hospital, a Division of the Hospital Sisters of St. Francis Foundation; 900 W. Clairemont Avenue, Eau Claire, WI 54701, to provide funding for the program(s) in need determined by the Administration and Board of Directors of Friends of Sacred Heart Hospital.
