There are many ways to structure your charitable giving, depending
on your personal goals and desire, your financial situation, the
timing of your gifts, and other factors.
Benefiting Others Through Your Will
You can retain assets during your life and defer your charitable
support until the donor's death by naming The Health Trust in your
Giving Through Revocable Living Trusts
If, through a revocable living trust, you have chosen to pass your
property to loved ones while minimizing probate costs, consider
how you might add a charitable dimension to this plan as well. Much
like a charitable bequest through a will, such a gift is deductible
from estate taxes and can be delayed until all family members have
been provided for.
Make a gift of income, retain future return of principle
People who wish to make a substantial gift over a period of years
while ensuring that their property will ultimately return to themselves
or their loved ones may be interested in what is known as the charitable
lead trust. Under the terms of a charitable lead trust, assets are
transferred to a trust that pays income to one or more charitable
recipients for a number of years you determine. At the end of that
period, the assets are returned to you or other persons you name.
A Large Gift at Low Cost Through Life Insurance
You may no longer need life insurance policies that were purchased
long ago. You can name The Health Trust to receive all or a portion
of the proceeds of a policy no longer needed for its original purpose.
Please consider donating these policies to The Health Trust.
Creative Gifts Through Retirement Plans
Whether you participate in a company pension plan or a fund you
have established yourself, such as an IRA, you may accumulate funds
beyond your needs for comfortable support of yourself and loved
In such a case, you may wish to consider how you can use "excess"
retirement funds to make charitable gifts in a tax-efficient way.
By transferring your IRA assets to a charitable remainder trust,
the trust will provide life income to the beneficiary, with an eventual
gift to The Health Trust.
You Wish to Have Maximum Convenience and Flexibility of Giving
This type of fund provides maximum convenience and flexibility
by enabling donors to make contributions to charitable organizations
in both lean years and profitable years. Through the creation of
this fund, you and your family can make suggestions for grant distributions
to areas of interest or specific charities. It is especially useful
for donors who want to take a charitable deduction one-year and
make distributions over several years. We can accept any asset as
a donation, including stock and real property. There is no fee to
establish a fund. It is suggested that a minimum of $25,000 establish
a fund. The Health Trust manages and invests the funds and sends
a monthly statement showing all transactions and grants. You may
add to your fund at any time. Our experienced staff is available
to you to help you achieve the maximum impact of your funding through
research, evaluation and analysis of potential grant recipients.
To discuss your specific goals and needs, please contact email@example.com or call the development office at 408-559-9385.