You can leave a legacy with many types of planned gifts.
By creating a clear, thoughtful estate plan, you are turning your passions into priorities. You ensure that your family and loved ones are provided for, and you continue to support the charitable missions that are most important in your life.
Planned gifts help us to think big and innovate to better serve our communities. We encourage you to speak with an attorney, accountant, or other advisor as you contemplate your arrangements to guarantee the best possible outcome for you and your loved ones.
Gift Planning Suggestions
GIFT IN WILL
Making a bequest in your will or living trust helps you support missions while also taking care of your loved ones. You can leave a percentage or set amount of your overall estate. Need to create or update your will? We are proud to offer FreeWill as a free resource for our supporters!
RETIREMENT ACCOUNTS
Naming a beneficiary of your retirement account is an easy way to make gifts through your estate plan without needing to consult an attorney. Gifting the remainder or a percentage of your IRA allows charities to quickly receive funds. These gifts are especially efficient to donate because inherited IRAs come with a significant tax burden for individual heirs.
OTHER BENEFICIARY TYPES
You can also name a primary or contingent beneficiary of other financial tools and assets, including life insurance policies or brokerage accounts. Your financial management firm likely has a simple form online where you can add beneficiaries easily.
DONOR ADVISED FUNDS
You may already be using a Donor Advised Fund (DAF) to support nonprofits on an annual basis; you can simply name a beneficiary with the remainder of your DAF account.
When you are ready to create your estate plan, we gratefully ask you to consider supporting Hosparus Health. We would be honored if you would consider supporting our mission as part of your vision for the future.
If you choose to support us with a planned gift, please let us know! By sharing some details about your gift plan, you can help us better understand your goals, keep accurate records, and ensure that your gift has the impact you want to see on our mission. By disclosing your intentions, you become a member of our Autumn Leaf Society. The Autumn Leaf Society provides special recognition for individuals who notify Hosparus Health that they have made provisions in their estate plans to support Hosparus Health.
If you decide to include Hosparus Health as a beneficiary of your estate plan or you have questions, please contact Lisa Sanford, Senior Director of Development
at 270-304-2329 or lsanford@hosparus.org.