Estate Planning is the planning for the orderly disposition of your personal property that will ensure your family’s special needs are met and your property passes to the individuals and organizations of your selection. The main benefit of estate planning is that it avoids the complications and expense upon your death. Furthermore, these charitable giving techniques can reduce your tax burden now and upon death, or some can provide you with a lifetime income from your contribution.
The information on this website is very general and is only intended to give you some basic information about estate planning and planned giving. Each individual has a unique set of circumstances and should seek his or her own financial guidance from a CPA, estate attorney or financial adviser. There are many ways for one to give to Crider Health Center through planned giving including:
- Wills
- Trusts
- Charitable Annuities
- Life Insurance
- Real Estate
- Stocks, Bonds or Mutual funds
- IRAs and Retirement Funds
Types of Planned Giving
Charitable Bequests
This gift, usually given through wills or a revocable trust, outlines gifts of property or assets to a beneficiary. The donor retains the title, access and control of the gifts until his or her death. All gifts will benefit Crider Health Center, Inc.
Charitable Gift Annuities
The donor receives both a charitable income tax deduction for a portion of the gift and the organization provides a guaranteed income for the lifetime of the donor.
Charitable Remainder Trusts
A trust is set up to pay a return or fixed annual percentage at the time property is placed in the trust.
Life Insurance Policies
This outright gift to Crider Health Center may be made in whole or by naming Crider Health Center as a partial beneficiary of a policy.
Real Estate, Stocks, Bonds or Mutual Funds
These outright gifts hold many benefits including an income tax deduction equal to the fair market value in most cases.
IRAs and Retirement Funds
The donor makes a gift by adding Crider Health Center as one of the beneficiaries of the funds.
Planned Gifts
Planned Gifts to Crider Health Center directly benefit specific needs of the clients we serve. If you choose, you may designate your gift to a specific fund by contacting us.
For more information, contact the Development and Marketing department at 636-332-8326.
