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PLEDGES Give a gift in support of the VVRH Foundation over a payment schedule of your design.
CHECK (CASH) Every dollar you give to the VVRH Foundation is tax deductible up to a certain percentage of your adjusted gross income. Any amount given in excess of this limitation can be carried over and deducted for up to five subsequent years.
MATCHING GIFTS Many corporations recognize the support of a nonprofit organization by an employee or other eligible individual. If your business fits this category,
GIFTS OF APPRECIATED STOCKS AND BONDS If you have marketable securities that have grown substantially in value, the tax laws make it possible for you to make an important gift at remarkably low, after-tax cost. To make direct gifts to the hospital and gain significant tax advantages, notify your broker or banker.
CLOSELY HELD STOCK Contribution of shares of stock in a closely held corporation allows the owner to avoid having the gift recognized in the form of dividends, for taxing purposes. Even though the corporation makes the contribution, the individual is entitled to a charitable tax deduction in relation to the percent ownership in the business.
PERSONAL PROPERTY “Hidden assets”, such as antiques, paintings, jewelry and other “collectibles”, may be valuable assets that you no longer feel the need to retain and can be gifted with tax advantage.
LIFE INSURANCE Another common “hidden asset” for giving is a life insurance policy that is no longer needed for its original purpose. The cash value of the policy is immediately available for tax deduction purposes.
REAL ESTATE Donated real estate may include vacation homes, farms, second home, inherited or unneeded property, acreage or lots. This type of donation allows you to avoid capital gains tax on your profit and receive an income-tax deduction of the full, fair market value of the property.
Planned or deferred gifts made to VVRH Foundation are invaluable to its long-term goals. The Hospital encourages you to establish a Planned Gift in conjunction with your gift in support of VVRH Foundation.
PLANNED GIFT In addition to supporting VVRH Foundation with your gift today, you can endow the future of the hospital by giving a small or large planned gift. Your planned gift will endow the hospital to fund future capital needs.
BEQUESTS Provide meaningful and substantial support by a provision in your will for VVRH, while retaining full use of the gift property during your life. Bequests may be a lump sum, a percentage of your estate, what’s left in an estate after all other obligations are met or a particular item or piece of real estate.
LIFE INSURANCE Receive immediate and long-range income estate tax benefits by naming VVRH Foundation as the irrevocable beneficiary and owner of a life insurance policy. If you elect to do so, you may continue paying what becomes tax deductible premiums. The full value of the policy, with no reduction for the estate tax, will come to us for the benefit of future generations served by VVRH Foundation.
CHARITABLE LEAD TRUSTS To transfer wealth in a tax-advantaged manner, create a trust that produces income payable to VVRH Foundation. After what is usually a ten-year term, your trust assets are then passed to your family or others.
CHARITABLE REMAINDER TRUST Create a trust in which you place money or property with instructions to pay you or another person income, in most cases for life. The income will be a set percentage of the trust’s value. When you or the person receiving the income passes on, the “remainder” of the trust passes to VVRH Foundation.
LIVING TRUST Maintain ownership of your assets during your lifetime and make provision to distribute them to VVRH after you pass on. If you wish, the VVRH benefit can be deferred while lifetime benefits are paid to a spouse or another person.
GIFT ANNUITY You can make a gift for the future benefit to the foundation and retain fixed lifetime annuity payments for yourself or other beneficiaries. After the death of the last beneficiary, the principal goes to Valley View Regional Hospital.
LIFE ESTATE Transfer property to VVRH even as you retain your rights of use or income privileges. The property passes to the Hospital after the death of the last beneficiary.
Please direct all questions about gifts to the Valley View Regional Hospital to Todd Essary, Executive Director, at (580) 421.1403. Valley View Regional Hospital Foundation appreciates your generosity and recommends consulting with either legal or financial counsel to best protect your interests as you prepare to make your gift to the Foundation.
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