PLANNED GIVING WITH THE
SCOTT & WHITE HEALTHCARE FOUNDATION
never too early to begin
thinking
about
your
charitable legacy and to
realize a return far greater than you
may have imagined. Establishing a
planned gift through the Scott & White
Healthcare Foundation can benefit
both the donor and Scott & White, by
creating a shared legacy of providing
healthcare excellence, both now and
in the future. The planned giving
program at Scott & White accepts
contributions, including cash gifts,
real estate, and other assets, by using
a variety of planned giving methods
It’s
through an individual’s estate planning.
Tangible donor benefits often include
guaranteed income and tax deductions,
depending on the type of planned gift
vehicle utilized. Individuals also benefit
through knowing that their gifts will
help people locally, for years to come.
The planned giving program is
essential for Scott & White to sustain
the delivery of high-quality healthcare.
Anyone who’s passionate about Scott &
White and wants to positively influence
healthcare delivery has a variety of
options to choose from in the program.
“Planned giving offers a lot of flexibility
for people who have philanthropic
intentions, including the option to give
gifts besides cash,” says Brian Harrison,
director of planned giving at the Scott
& White Healthcare Foundation. “We
welcome and appreciate planned gifts
of all kinds and work closely with
donors of all ages to learn more about
their needs and to ensure the planned
gift is structured in a way to meet
them,” says Mr. Harrison.
For more information, please call
254-724-1837. More information,
tools, and other resources are available
at swlegacy.org. n
Examples of planned gift options
Gift annuities
Wills and bequests
A popular option, gift annuities are easy to set up. They
involve cash or stock transfers, whereupon donors are
able to receive fixed income for life, a portion of which
may be tax-free. The donor will also receive a current
tax deduction for the portion of the gift annuity that is
considered the charitable gift.
People are setting up wills earlier than ever; no longer
is this the domain of the soon-to-be-retired population.
Anyone with assets can set up a will or a bequest,
and more people age 40 and younger are doing so.
Charitable bequests are one of the easiest gifts to make
and are a popular way to create a lasting gift to Scott &
White Healthcare.
Retirement assets
You may make a gift from your pension, IRA, 401(k) or
403(b), or other tax-deferred plan by simply naming the
Scott & White Healthcare Foundation as the beneficiary.
There are many additional planned giving options available.
Please contact the Scott & White Healthcare Foundation to
find out which options will best fit your needs.
Visit swlegacy.org for more information about gift options and ways
you can make a difference with a healthcare legacy of your own.
Or call 254-724-1837 and talk to one of our planned giving staff.
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