Leave a Legacy

Give a Timeless Gift

By designating a planned gift to the Swope Health Foundation, you can make a gift of health care to your community's neediest that lives for years and decades to come. Planned gifts are gifts you identify in your estate plan. They can be made without giving away any assets in your lifetime.

Bequests, life insurance policies, charitable gift annuities and charitable remainder trusts are just a few of the giving options that can provide income tax deductions, reduced capital gain and inheritance taxes, and can help your family avoid probate taxes upon your death while providing much needed support for Swope's programs. Real estate and personal property can also be designated as a planned gift.

Here are seven ways to give a timeless gift to Swope Health Services, helping to make a significant impact on the lives of people we serve while saving on your taxes:

1. Remember Swope Health Services in your will — An attorney can help you write a will if you don’t have one, and can help you change your will to specify the dollar amount, the percent of your estate, or the piece of property you intend to leave to the Swope Health Foundation. This can help reduce the amount of estate tax your family may have to pay.
2. Donate stock or mutual funds — By donating stock you've owned for more than one year, your tax deduction is based on the fair market value of the stock today. You receive a charitable donation deduction and may avoid paying capital gains tax on appreciated stock.
3. Name Swope Health Services the beneficiary of all or part of a pension, tax-sheltered annuity or IRA — By donating a pension plan to Swope, your heirs may avoid federal and state income and estate taxes on your plan balance.
4. Contribute a life insurance policy — You may want to designate Swope as a primary or secondary beneficiary of an existing life insurance policy or you may want to take out an inexpensive policy and donate the entire amount to Swope. A life insurance gift allows you to receive tax deductions on premiums paid, dividends assigned, and on cash or replacement value. It also helps your heirs avoid probate, estate and inheritance taxes.
5. Give a gift annuity — A gift annuity gives you a substantial income tax deduction in the year of your gift and provides you (or your spouse) a guaranteed income for life. It also gives you a partial exemption on your annuity income and reduces your capital gains tax.
6. Set up a charitable remainder trust — By opening a charitable remainder trust, you can receive an income for life for you and your spouse with the remainder passing to Swope upon your death(s). You will receive a initial income tax deduction based on the market value of the gift and may avoid estate and capital gains taxes.
7. Give a real estate or personal property gift — You can continue to live in your home without disruption and can receive a substantial income tax deduction by deeding your home to Swope. Your real estate or personal property gift provides Swope with the opportunity to use the property for our purposes, benefit from income generated, or receive sale proceeds.

Please contact your attorney, financial planner or accountant for more information about tax and legal benefits of planned giving.

For more information about how your gift to the Swope Health Foundation can help develop healthy people in healthy communities, please call Marquita Taylor at 816-627-2021, email mtaylor@swopecommunity.org.

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Swope Health Foundation Board of Directors

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