St. Rose Gift Planning Services
The Foundation staff is well versed in all aspects of charitable gift planning and is available to offer free consultation services to St. Rose benefactors and their professional advisors. The gift planning staff is dedicated to helping people achieve their philanthropic goals, while at the same time maximizing the use of all available tax and financial and estate planning strategies. There are many ways to create a family legacy through philanthropy. The St. Rose Dominican Health Foundation’s access to the best financial and legal resources is available for use by our benefactors as they put in place their plan for how they want to be remembered in our community.
Life-Income Gifts
If you wish to make a significant gift, but are concerned about losing the current income from the assets you would give to St. Rose, you may want to consider a deferred gift. There are several different types of deferred gifts but the most popular are charitable gift annuities and charitable remainder trusts. Gift annuities and charitable trusts offer a number of benefits to our donors but the basic benefits provided include an immediate charitable income-tax deduction and life-time income for the donor(s). The Foundation staff can provide comprehensive (and confidential) sample proposals that are personalized for your particular situation. In appreciation for the establishment of an irrevocable deferred gift, St. Rose would be honored to offer a naming opportunity in one of our hospitals in honor or memory of a person of the donor’s choosing.
Estate Gifts
You may leave cash, securities, real estate or other assets to St. Rose Dominican Health Foundation in your will or trust. Making a bequest is as simple as adding a codicil to your will or amendment to your trust. The gift value of such a bequest is deductible from your estate for estate tax purposes. It is also possible to establish a Charitable Remainder Trust or Charitable Gift Annuity through provisions in your will or trust that will provide lifetime income to the beneficiary or beneficiaries of your choice.
Donors who are considering making a life-income or estate gift are encouraged to contact the Foundation office with their intent early in the process to help ensure that we are prepared to accept the gift and that your wishes can be honored.
For more information about giving opportunities, please call the St. Rose Dominican Health Foundation office at (702) 616-5750. If you are interested in discussing or making a Planned Gift, you can also email Bob Berube at bberube@chw.edu.
