Ways to Give
Those making charitable gifts have varying needs and interests. There are many options available when making a gift to the Finley Health Foundation.
Cash: Your cash gift, either restricted to a specific purpose or unrestricted for general expenditures, will provide Finley with funding necessary to meet Foundation goals for the year while providing significant tax benefits to you and your family.
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Securities: Gifts of appreciated securities or stock can be very advantageous to the donor. If your stock is one you have owned for more than one year, you may deduct the full fair market value of the stock as a contribution while bypassing all capital gains taxes.
Real Estate: Like gifts of appreciated securities or stock when gifting real estate to Finley Health Foundation you may deduct the full fair market value of the property as a contribution while bypassing all capital gains taxes.
Insurance: Life insurance policies naming Finley Health Foundation as the owner and beneficiary allows the donor to deduct the replacement value or cost basis of the policy (whichever is less) as long as the policy is paid in full.
Unitrust: Funded with an asset such as securities or appreciated property, the unitrust offers a substantial tax savings while providing an annual income to you or your family.
Gift Annuity: Depending on his or her age, the donor of a gift annuity receives lifetime income between 5.5% and 12% while receiving a tax deduction tax-free return of principal and deferred capital gains tax (if funded with appreciated assets).
Commemorative Gifts: Gifts received in memory of or in honor of an individual will be administered as the contributor specifies. The Foundation will notify the honoree or next of kin of the gift received.
Bequest: Help keep the legacy of The Finley Hospital alive by remembering to name the Finley Health Foundation in your will or trust. Informing the Foundation of your plans, especially if designated for a specific purpose, will allow us to be certain we understand your desired intentions.
The Finley Health Foundation offers free charitable estate planning to its donors and friends in the community. Using one of the preeminent estate planning consultants in the country, the Foundation helps individuals and families develop an estate plan that allows them to:
- Take care of the financial needs of eneficiaries after deathe;
- make the best use of current tax law; and
- Support their favorite charities.
For more information, contact Dan McCarthy at the Finley Health Foundation, 563.589.2358.