Hospice Heritage Circle

Hospice Heritage Circle

The Hospice Heritage Circle honors those generous donors who have included Hospice Services of St. Joseph Health in their estate plans through a bequest or planned gift. Our Heritage Circle supporters exemplify the spirit of philanthropy and compassion that enables Hospice Services to fulfill its mission of compassionate care for patients and families as well as grief support and end of life care education to the community.

Establishing a philanthropic legacy is a powerful act that helps ensure the health of future generation. A planned gift can provide substantial tax savings for you as well as income for life - all while supporting Hospice Services of St. Joseph Health. These include:

  • A Bequest through your will or trust
  • A Charitable Gift Annuity
  • A Retained Life Estate
  • Designating hospice as a beneficiary of your IRA, other retirement plan or life insurance policy

GIFT OPTIONS

  • Charitable Bequest: A Charitable Bequest allows you to support the causes that are most important to you - and it is one of the easiest gifts to make.
  • Charitable Gift Annuity: You receive guaranteed, fixed payments for the rest of your life. The current interest rate for an 80-year-old donor is 6.8%. This is guaranteed and a portion of the income is tax-free.
  • Retained Life Estate: You can gift your home or other property to hospice now, yet maintain the right to use it for as long as you live. In return, you receive a sizable tax deduction.

WHAT TO GIVE:

  • Stocks & Bonds: A gift of your securities, including your stocks or bonds, is an easy way for you to make a gift. By making a gift of your appreciated securities, you can avoid paying capital gains tax that would otherwise be due if you sold these assets.
  • Real Estate: A gift of your real property (such as your home, vacation property, vacant land, farmland or ranch, or commercial property) can make a great gift. If you own appreciated real property, you can avoid paying capital gains tax by making a gift to us.
  • Retirement Assets: A gift of your retirement assets, such as a gift from IRA, 401K, 403B, pension or other tax deferred plan, is an excellent way to make a gift. By making a gift of your retirement assets, you will help further our work.
  • Cash: A gift of cash is a simple and easy way for you to make a gift. You will receive a charitable tax deduction that will provide you with savings you this year's tax return.
  • Insurance: A gift of your life insurance policy is a wonderful way to make a gift to us. If your life insurance policy is no longer needed or will no longer benefit your survivors, consider making a gift to help further our mission.

For more information about any of these giving options please contact  Mary Peterson, Philanthropy Manager: Mary.Peterson@stjoe.org