Donate: Planned Giving

A Gift to the Future

Planned Giving provides donors with unique opportunities to make significant gifts through your will or estate plan that will secure Child Health Services' future operation and services in the community by strengthening our endowment.

There is no limit on the amount that you can leave to Child Health Services through a bequest or estate. If your estate is subject to state or federal estate taxes, then your gift will also be fully tax deductible.

Bequest

Including a bequest in your will or provision in your trust directing a gift to Child Health Services provides you with an opportunity to create a lasting legacy.

Many people have included Child Health Services in their estate plan, either through a will, trust, life insurance policy, IRA, or other investment vehicle.Your will or estate plan can designate gifts of cash, real property or retirement plan assets to be made in one of several ways:

• Specific bequest: A gift of a specific amount or property. Example: "I give $5,000 to Child Health Services, a non-profit corporation, for its general corporate purposes."
• Residuary bequest: A percentage of, or the remainder of, your estate.
• Gifts of Life Insurance, IRAs and Other Retirement Assets It is easy to name Child Health Services as the beneficiary, or one of the beneficiaries, of your life insurance policy or any one of your retirement plans. By making a charitable gift in this manner, you may avoid estate and income taxes while creating a lasting legacy.

Just as you should periodically review your will and estate plan, you should also periodically review the beneficiary designations on any life insurance, IRA, 401(k) or other retirement plan you own (or over which you have a power of appointment given to you by someone else). To add Child Health Services, simply contact the administrator of your plan and ask for a Change of Beneficiary form.