LEAVE A LEGACY OF LOVE
When you begin planning for your philanthropic legacy, you search for a cause that is dear to your heart, where you know you can truly make a difference. The Navicent Health Foundation offers a remarkable philanthropic opportunity to provide hope and healing to all central Georgians, now and in the future.
There are many details to be considered with a charitable planned gift, so please consult your attorney and/or tax advisor to decide which method of giving is right for you.
Planned Giving Opportunities
Wills, Trusts and Bequests
You can complete a beneficiary designation form that names Navicent Health Foundation as a beneficiary of your IRA, 401(k), or other qualified plan. The funds you designate will be distributed directly to the Navicent Health Foundation tax-free and outside of your estate.
Gifts of Life Insurance
A modest premium will provide thousands of dollars of benefit for the patients treated at our hospitals. One way to achieve this is through the purchase of a new insurance policy naming Navicent Health Foundation as both the irrevocable owner and beneficiary.
Giving appreciated stock, mutual funds, and other investment assets provide donors the additional benefit of avoiding recognition of long-term capital gains, and thus avoid paying tax on those gains.
Donor Advised Fund
A donor advised fund (DAF) is set-up at a financial institution and gives you the opportunity to support the Navicent Health Foundation while receiving the tax benefit immediately. Like a charitable savings account, you put money in your DAF and receive the tax benefit, potential growth is tax-free, and then you can recommend a gift in the amount of your choice.
Qualified Charitable Distributions
If you are 70 ½ or older you can make tax-free IRA charitable rollover gifts of up to $100,000 per year directly from your Individual Retirement Account to Navicent Health Foundation without having to count the distributions as income for federal income tax purposes.