Planned Giving Options At-a-Glance
Bequest
Charitable
Gift Annuity
How It Works
Benefits
You name Scott & White Healthcare
Foundation as a beneficiary in your will or
other estate plan.
It costs you nothing now.
How It Works
Benefits
You transfer cash or securities
to Scott & White, and Scott & White
pays you a fixed income for life at a
rate based on your age.
You receive a fixed payment for life that
does not change with investment returns.
You control your assets during your lifetime.
Gifts from your estate may be tax-exempt.
Depending on your gift, your payments
may be mostly tax-free.
You receive a charitable deduction at the
time you make your gift.
Charitable
Lead Trust
Gift from
Retirement
Plans
Life
Insurance
Designation
How It Works
Benefits
You choose the term of the trust and the
annual payout to Scott & White.
The trust provides annual gifts for a set
period of time; after that, the trust is
terminated and the remaining assets are
distributed to beneficiaries you choose.
May reduce or eliminate gift and estate
taxes on trust assets passing to family.
How It Works
Benefits
You designate Scott & White
as a beneficiary of your retirement
plan or IRA.
Scott & White does not pay income
or estate taxes on the distribution
(distributions to other beneficiaries can
be subject to income and estate taxes).
How It Works
Benefits
You designate Scott & White
as a beneficiary of your
life insurance policy.
You are able to make a much larger gift
than you might otherwise be able to afford.
You might not be taxed on income
earned by the trust.
Scott & White receives the proceeds
of the policy and your estate receives
an estate tax deduction.
To learn more about the options that best fit your needs,
visit swlegacy.org or call 254-724-2768
34
THE CATALYST Fall 16 | sw.org