Planned Gifts
To choose a gift that is right for you, please use our Gift Planning Guidelines and Benefits table.
Gift Planning Guidelines and Benefits
|
What do you wish to accomplish? |
How you accomplish it? |
What are your benefits? |
| Maximize your deduction; minimize the gift detail | Use cash to make your gift to Sun Health Foundation | Claim your deduction against a larger portion of your adjusted gross income plus make an immediate impact on Sun Health Foundation |
| Make a larger gift to Sun Health Foundation and avoid capital gain tax liability | Give appreciated assets such as stock that have been held longer than one year | Buy low and give high -- make a gift that costs you less than the benefit it delivers to us, while avoiding capital gains tax |
| Make a gift for Sun Health Foundation's future that doesn't affect your cash flow or portfolio now | Include a bequest in your will (cash, specific property, a percentage or a residual amount of your estate) | Today -- a gift that costs you and your family nothing. Tomorrow -- an estate tax deduction |
| Enjoy income benefits from the assets you give to Sun Health Foundation -- potentially making a larger gift | Create a Sun Health Foundation charitable gift annuity or a charitable remainder annuity trust or unitrust | Receive income for your lifetime; receive a charitable deduction; diversify your holdings |
| Reduce high tax liability now; gain additional income later | Establish a deferred gift annuity | A larger deduction and a higher income rather than other life-income gifts offer |
| Make a significant gift that provides perpetual support | Designate current or planned gifts to support Sun Health Foundation Endowment Fund | Enjoy tax benefits |
| Locate an overlooked asset that you can easily give to Sun Health Foundation | Name Sun Health Foundation as a beneficiary of your retirement plan, IRA, or paid up life insurance policy; leave other assets to family | Eliminate income tax on retirement plan assets; free up other property to pass on to heirs |
| Tap one of the most valuable assets in your portfolio to make a gift to Sun Health Foundation | Use real estate to make your gift to Sun Health Foundation | Avoid capital gains tax, receive income tax deduction -- and have the option of a gift that doesn't affect your lifestyle |
