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Planned Gifts are those gifts designed to offer significant tax advantages to you and your estate. These gifts may also provide life income for you, your family members or friends. With the advice and direction of your professional advisors and our staff, you can establish the type of gift that provides the greatest benefit to you, your family and DCH Health System.
Those making planned gifts to the Foundation also receive membership in our prestigious Beacon Society.
Examples of planned gifts might include:
- Gifts of Stock, Securities and Mutual Funds. A gift of appreciated stock, securities or mutual funds that have been held for more than one year are often the most economical way to give. Donors can claim the full fair-market value of the gift as a tax deduction and avoid capital gain tax on the appreciation of the asset.
- Other Assets. Other appreciable assets can be donated with similar advantages as those mentioned above. These include an outright gift of real estate, such as land or a house, or other tangible personal property such as jewelry or artwork.
For professional tax advisors, please click here
to learn more about our frequent Estate Planning Teleconferences.
The team at the DCH Foundation can discuss with you which
giving opportunity best complements your personal financial
planning. For more information, please contact Larry
O'Neal, VP of Development by phone at (205) 759-7106 or by email at loneal@dchsystem.com.
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