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Providence General Foundation - Planned Giving

 

Planned Giving is a great way to provide support to Providence General Foundation and Providence Regional Medical Center and often reduce some of your tax burden as well. Some planned giving options can also provide income to you on a monthly or annual basis. 

Here are some of the most common types of planned gifts.

Gifts and Bequests
A bequest is the most common way for donors to make a planned gift to the Providence General Foundation. Wills and revocable living trusts are estate planning tools that allow you to determine in advance who will receive your personal property after your death. 
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Gifts that Pay Income
A Dually beneficial and often overlooked planned giving option is a Life Income Gift.  A life income gift provides lifetime income to a donor as well as a significant tax benefits through the establishment of  charitable gift annuities and charitable trusts. 
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Gifts of Real Estate
Real estate can be used to support the Providence General Foundation in a variety of ways. Real Estate can be your personal residence, a second home, vacant land, or any other type of real property. 
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Beneficiary Designations
A beneficiary designation is a simple and meaningful way to support the Providence General Foundation. Beneficiary designations can be made for retirement plans, life insurance policies, and many deposit and investment accounts (where offered and allowed by law).  
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Gifts of Stock
Gifts of stock and mutual funds are fairly easy, and as compared with a gift of cash, can be advantageous from the donor’s perspective. You can make an outright gift of stock or use stock to fund a more sophisticated planned gift, like a gift annuity. 
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For more information on planned giving, please contact  Randy Petty at 425.258.7992.


 


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