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Ways of Giving

 

For more information:
Please contact,
Andrea LaGatta
Director of Development
(315) 801-4440
alagatta@stemc.org

St. Elizabeth Legacy Society

 

The Impact of Giving: The Rewards of Creative Giving

Design a plan that fits your needs.

As we confront the challenges of the future, we know that the generosity of those who assist us will make all the difference in our success. That is why we seek your support.

We also, want to make sure that you benefit from making a gift to St. Elizabeth Medical Center Foundation. In addition to making a difference in the lives of others, the best gift plans improve your financial and tax situation. Through creative gift planning, you can secure your own financial future, as well as ours.

To design a gift that benefits the people and organizations you care about most, we recommend that you obtain the professional counsel of an attorney who specializes in estate planning. We can work with your advisors to help you plan for tomorrow and receive maximum benefits today. Please contact the SEMC Foundation at 315-801-4440.

Your Gift Bequest Charitable gift annuity Outright gift of securities Gift of retirement assets
How to Give Name us in your will or living trust by designating a specific amount, percentage or share of the residue. Establish a charitable gift annuity contract with us that pays a set amount for life. Contribute long-term appreciated stock or other securities. Name us as the beneficiary of your retirement account after your lifetime.
Benefits Control your assets for your lifetime; donation exempt from federal estate tax. Current and future savings on income taxes; fixed payments for life for one or two individuals. Immediate charitable deduction at full fair market value; avoidance of long-term capital gains tax. Allows you to make a tax free gift of assets that would be highly taxed if left to family
Your Gift Gift of Life Insurance Charitable remainder trust Charitable lead trust Outright gift of cash
How to Give Change ownership on a life insurance policy you no longer need. Create a trust that pays income annually to you or whomever you choose; the principal is retained for SEMC Foundation. Create a charitable trust that pays fixed or variable income to us for a specific term of years; the principal is retained for heirs. Simply write a check; or make a cash or credit card donation now.
Benefits Current income tax deduction. Variable or fixed income for life. Reduces your taxable estate. Immediate income tax deduction.

 

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