PLANNED GIVING
Find Your Best Gift
There are many options that make it easy to support Baylor Scott & White – Fort Worth – and perhaps make a larger impact than you ever thought possible .
Gifts of Stocks and Securities
Giving appreciated stock that you have owned for more than one year is one of the most taxadvantaged ways to make charitable gifts . With careful planning , you can reduce your capital gains tax while supporting a qualified charity .
Gifts of Retirement Plans
Those who are 70 ½ or older with an IRA , can make qualified charitable distributions to charity on a tax-free basis ( up to $ 100,000 per year ).
If you are planning for the future , consider naming a charity as the beneficiary of some or all of the assets remaining when your IRA , 401 ( k ), 403 ( b ) or other qualified plan ends . Alternatively , you can designate that these assets be used to fund a charitable remainder trust or gift annuity arrangement that will make payments to family members or other loved ones for the rest of their lives . When the gift arrangement ends , what is left will go to the charity .
Donor Advised Funds
Once established through a public charity , a donor advised fund allows you to make a charitable contribution and receive an immediate tax deduction . Then you can recommend grants to charities from the fund over time .
Insurance Policies
If you have a life insurance policy that is no longer needed for its original purpose , you can gift the policy to a charity and receive a tax deduction for the value of your policy . Alternatively , you can designate the charity as a beneficiary of your policy .
Gifts by Bequest
With the help of your advisor , you can include language in your will or trust specifying a gift to be made to family , friends or your favorite charity as part of your estate plan .
Other Giving Options
Interested in making a agift that would support your charity while generating income for yourself and your family ? Learn how certain gifts allow you to achieve both of these goals .
For more information , please contact Amy Adkins at 817.922.7707 .
Try our easy-to-use web tool to help you determine what giving method is right for you . Visit https :// giftplanningallsaints . bswhealth . com / how-you-can-give / find-best-gift /
Baylor Scott & White Health does not provide tax advice . Please consult your tax advisor regarding the tax implications this may have on you based on your personal facts and circumstances . Physicians provide clinical services as member of the medical staff at one of Baylor Scott & White Health ’ s subsidiary , community or affiliated medical centers and do not provide clinical services as employees or agents of those medical centers or Baylor Scott & White Health .
To learn more about any Baylor Scott & White All Saints Health Foundation initiative , contact the Foundation at 817.922.7707 or email AllSaintsFoundation @ BSWHealth . org . Write to us at 1400 Eighth Avenue , Fort Worth , TX 76104 .
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