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Planned Giving, also known as a Planned or Legacy Gift, allows donors to plan their contributions now with funds carried out at a future date. Planned Gifts come in a variety of forms, so donors can choose an option that best fits their financial situation.

There are many benefits of choosing to make a gift through Planned Giving, such as:

  • Increasing your current income
  • Planning for the financial needs of a spouse or loved one
  • Providing inheritances for heirs at a reduced tax cost
  • Reducing income tax and/or avoiding capital gains tax
  • Diversifying your investment portfolio
  • Leaving a charitable legacy for future generations

Types Of Planned Gifts

For those who feel inspired to make a difference through a legacy gift, there are several gift arrangements to choose from. Whether you’d like to put your donation to work today or in the future, you can find a charitable plan that allows you to provide for your family while also supporting superior health care. Here are a few options that are available.

Charitable Gift Annuity

When you’re looking for a way to support superior health and wellness services in our community, you shouldn’t feel like you’re choosing between your philanthropic goal and financial security. One gift that allows you to achieve your goal and receive fixed payments for life is a Charitable Gift Annuity. A Charitable Gift Annuity involves a simple contract between you and Sun Health Foundation, where you agree to make gifts to Sun Health Foundation, and in exchange, we agree to pay you (and someone else, if you choose) a fixed amount. These payments will occur quarterly, for the rest of your life.

Charitable Bequests

A Charitable Bequest is a simple, flexible and versatile way you can help support health and wellness programs in the future. This gift is traditionally made by adding a written statement in your will or living trust that leaves a specific item, amount of money or a percentage of your estate to a person, nonprofit organization or foundation. What many don’t realize is that anyone can make a bequest, in any amount. By including a gift through Sun Health Foundation in your will or living trust, you’re helping to ensure a future of superior health care and healthy living while you continue the charitable work you love in our community.

Charitable Trusts

If you’ve built up a sizeable estate and are looking for ways to reduce taxes and increase income, you may consider a Charitable Trust. A Charitable Trust is designed to reduce the amount of taxable income for individuals by first dispersing income into the trust for a specified period of time. At the end of the specified term or lifetime, the remaining trust assets are distributed to one or more designated nonprofit organizations, such as Sun Health Foundation.

Charitable Trusts provide you, or other named individuals, with a partial charitable income tax deduction, an increase in income and upfront capital gains tax avoidance. If you want an immediate charitable deduction, while potentially receiving an additional stream of income, a Charitable Trust may be the right choice for you.

There are many types of Charitable Trusts such as Remainder Trusts, Lead Trusts and Uni Trusts. For more information about trusts, contact a Director of Philanthropy by calling 623.832.5330 or emailing