Planned Giving
The easiest way to impact CHHS Foundation is through a planned gift where your generosity becomes the cornerstone of our mission. Thank you for considering us as a partner in your philanthropic journey. Your interest in our work is not just appreciated, it is the catalyst for transformative change.
With the CHHS Foundation, your contributions are more than gifts. They are a testament to your belief in a brighter future for end-of-life care and hope and healing for those left behind. With your support, we can continue to pioneer advancements in patient care, and education. Your planned giving, whether through bequests, charitable gift annuities or other means, is a powerful statement of your commitment to improving life for our friends and neighbors in our community. Your legacy will be a beacon of hope, guiding CHHS toward a future where every patient and their family benefits from the compassionate care and services we can offer.
Wills or Living Trusts
CHHS has provided peace and comfort for generations of patients and their families as they traveled their final journey of life. A simple, flexible and versatile way to help us provide compassionate care and lead the future of hospice and palliative care services is through a gift in your will or living trust, known as a charitable bequest.
If you are interested in including CHHS Foundation in your planned giving, or would like to learn more, please call the CHHS Foundation at 209.578.6370 or complete the form below.
IRA Charitable Rollover
A great tax-saving way to help CHHS make a difference today and save on your taxes is through an IRA Charitable Rollover.
Why Consider This Gift?
- Your gift will be put to use today, allowing you to see the difference your donation is making.
- Beginning in the year you turn 73, you can use your gift to satisfy all or part of your Required Minimum Distribution (RMD).
- You pay no income taxes on the gift. The transfer generates neither taxable income nor a tax deduction, so you benefit even if you do not itemize your deductions.
- Since the gift doesn’t count as income, it can reduce your annual income level. This may help lower your Medicare premiums and decrease the amount of Social Security that is subject to tax.
A Special Opportunity for Those 70½ Years Old and Older
You may give any amount (up to a maximum of $105,000) per year from your IRA directly to a qualified charity such as CHHS Foundation without having to pay income taxes on the money. Gifts of any value $105,000 or less are eligible for this benefit and you can feel good knowing that you are making a difference at CHHS Foundation. This popular gift option is commonly called the IRA charitable rollover, but you may also see it referred to as a qualified charitable distribution (QCD).
Charitable Remainder Trusts
If you have built a sizable estate and also are looking for ways to receive reliable payments, consider a charitable remainder trust. This type of trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create. At the end of the trust term, the balance in the trust goes to CHHS Foundation.
These types of gifts may offer you tax benefits and the option for income. There are two ways to receive payments and each has its own benefits:
- The annuity trust pays you, each year, the same dollar amount you choose at the start. Your payments stay the same, regardless of fluctuations in trust investments.
- The unitrust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. The amount of your payments is redetermined annually. If the value of the trust increases, so do your payments. If the value decreases, however, so will your payments.
We invite you to join in this noble endeavor — to stand with us at the forefront of compassionate end of life care. If you are interested in including CHHS Foundation in your planned giving, or would like to learn more, please call the CHHS Foundation at 209.578.6370 or complete the form below.