Planned Giving Programs

Why include Monument Health Foundation in your overall financial and estate planning? Strategic charitable investments can provide you with important tax benefits now and in the future. Your planned gifts also give you the satisfaction of supporting improved health care for yourself, your family and your community.

We offer guides that introduce you to charitable planned giving strategies that can benefit you, your heirs and your favorite charities – like Monument Health Foundation.

Make an Impact After Your Lifetime

Bequests

For many donors, a gift through their will is the best way to make a substantial contribution to the hospital. Anyone with assets can make a bequest. If you have included Monument Health Foundation in your will, please let us know so that we may properly acknowledge you. However, if you wish, your information will be kept in strict confidence.

Endowments

The Monument Health Foundation’s endowments support the programs and services of Monument Health in perpetuity. With the endowment’s growth through investment and charitable giving, the Foundation will be able to provide funds to support equipment purchases, programs and capital endeavors.

An endowed fund is a permanent, self-sustaining source of support. Each year, a portion of the value of the fund is paid out to support the fund’s purpose, and any earnings in excess of this distribution are used to build the fund’s market value. In this way, an endowment fund can grow and support its designated purpose in perpetuity. When you establish an endowment fund, you create a permanent legacy of support of Monument Health.

Legacy Gifts

Annuities
A charitable gift annuity is ideal for donors who want a secure income for the rest of their lives and promote their personal commitment to Monument Health.

Bequests
If you have included Monument Health Foundation in your will, please let us know so that we may properly acknowledge you. However, your information may be kept in strict confidence, if you so choose.

Charitable Gifts
If you have funds with Fidelity, Vanguard and others, you may be able to make a tax-deductible donation, grow your investment tax-free, and then direct a contribution – in your name – to the Monument Health Foundation.

Insurance Policies
When the added protection of your insurance policy is no longer needed, transferring your policy’s ownership to the Monument Health Foundation can result in tax benefits for you and result in a generous gift to Monument Health.

IRA Accounts
The IRA Charitable Rollover allows taxpayers over the age of 70 1/2 to make charitable gifts totaling up to $100,000 per year from their Individual Retirement Accounts without increasing their federal taxable income.

Property
If you own property such as personal residences, mountain lodges, condominiums, farms, ranches, commercial buildings, land and real estate that is not subject to a mortgage and has appreciated in value, you might want to consider leaving property as a charitable gift.

Stock Gifts
Your stock gift of appreciated securities, which have long-term capital gains and have been held for more than one year, offer tax advantages and allow you to claim a charitable contribution, avoid capital gains taxes and reduce your estate.

Trusts
Trusts are legal mechanisms that let you put conditions on how and when your assets will be distributed upon your death. An amendment to a living trust may be all that is required to arrange a gift to the Monument Health Foundation.