Saint Mary's Doran Foundation
Ways To Give: Planned Gifts
Make a planned gift – here’s how:
How will you leave your legacy? Chances are you
already give generously to Saint Mary’s and for that
commitment, we are very grateful. But did you know that you
can also consider a gift that would make an even greater
impression on the lives of the patients and families we serve – and
insure a brighter future? Under the Saint Mary’s Doran
Foundation, the Legacy Circle was established to honor and
recognize patients, employees and friends who have included
Saint Mary’s in their estate or financial plans. A
planned gift can endow a program at Saint Mary’s, fund
research or provide educational opportunities for clinical
staff. Or it can be earmarked to simply support our mission
of improving health care in our community.
How will giving benefit you? Legacy Circle members
will receive acknowledgment in our quarterly donor newsletter,
Pinnacle, as well as at an annual event held in their honor.
Members will also receive invitations to private events with
the President and CEO of Saint Mary’s Health Care.
Donors may remain anonymous if they wish.
Some may choose to get involved with the program or area
that will eventually benefit from their planned gift. It
might be as simple as meeting with program staff to get a
personal annual progress report. Also, donors often choose
to volunteer their time. It’s a rewarding experience
either way.
In addition to helping fulfill philanthropic goals, gift
planning can also offer tax benefits and simplified asset
management. Feel free to contact us or a personal financial
planner who can help determine the best course of action.
How can you join the Legacy Circle? It’s easy.
Direct a charitable gift to Saint Mary’s through one
of many options, which may include:
- Make a bequest to Saint Mary’s through a will
or living trust.
- Establish a gift with Saint Mary’s that provides
income to you for life or a specified period of time – such
as a charitable gift annuity or charitable remainder trust.
- Name Saint Mary’s as a beneficiary of your life
insurance policy or give the policy to Saint Mary’s
during your lifetime.
- Name Saint Mary’s as a beneficiary of your IRA
or retirement plan.
- Confirm a charitable commitment with a gift of real
estate or appreciated securities.
Call Michelle Rabideau, Executive Director, Saint Mary’s
Doran Foundation at (616) 685-1889 for more information.
To ensure their wishes are carried
out, some individuals choose to share with us a copy of the
specific section of their will or financial planning document
that references Saint Mary’s. All information will
remain in the strictest confidence.
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