Types of Planned Giving
There are many ways to leave your legacy with dignity.
You can support Dignity Health hospitals and the St. Rose Dominican Health Foundation with a gift that doesn't impact your cash flow, lifestyle, or family security.
Remember, you can modify your gift to address changing circumstances. Our development professionals are ready to discuss your options with you. Don't hesitate to contact the Foundation when you are ready.
*Please note when making a qualified distribution from an IRA upon the advice of your tax advisor, it goes directly to the St. Rose hospital of your choosing. You will be recognized by both the hospital and the Foundation for your gift.
IRA Distribution
Make a Qualifed Charitable Distribution
If you're 70 ½ or older, you can make a gift directly from your IRA to the hospital. While there is no charitable deduction for a rollover gift, you do avoid the income tax on the donated portion of your required minimum distribution
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Gifts From Your Will
General Bequest
Through a provision in your written and executed will, you can make a gift in the form of cash, securities, real estate or personal property. There are many types of bequests. Choose the one that best fits your needs and intentions.
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Beneficiary Gifts
Retirement Accounts
Naming the Foundation as the beneficiary of a qualified retirement plan asset such as a 401(k), 403(b), IRA, Keogh, profit-sharing pension plan or other donor-advised funds, will accomplish a charitable goal while realizing significant tax savings.
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Donor Advised Funds
Beneficiary Designation and Grants
Designate the Foundation as a beneficiary to receive all or a portion of the balance of your Donor Advised Fund (DAF) through your fund administrator. You also can make a grant to us at any time from your donor-advised fund.
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Gifts of Life Insurance
Beneficiary Designation and Paid-Up Policies
Name the Foundation as the beneficiary of an existing life insurance policy; donate an existing, paid-up life insurance policy you no longer need; or purchase a new life insurance policy and name the Foundation as the owner and beneficiary.
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Gifts of Stock
Appreciated Stock
When you donate appreciated stocks, bonds, or mutual fund shares instead of cash, you'll receive charitable deductions at full, fair market value while reducing capital gains impact.