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Planned Giving Options

Planned Giving Options


A planned gift to Saint Clare’s Foundation helps to ensure the future of the services and programs we provide to the community, while providing financial benefit to the donor.

Planned gifts include, but are not limited to:

Bequests
When you remember Saint Clare’s in your will, you become a member of our Heritage Society entitling you to special recognition and benefits. Many of our donors have thoughtfully made provisions for Saint Clare’s in their estate planning.

Charitable Gift Annuities
A charitable gift annuity can be very beneficial. It provides an opportunity to arrange a lifetime gift, while you enjoy income and tax benefits to preserve or enhance your future financial well-being.

Charitable Planned Gifts (Remainder or Lead Trusts)
Let us work with you and your financial and legal advisors to set up a planned giving program that is tailored just for you.

Life Insurance
You can name Saint Clare's as the sole beneficiary (or one of several beneficiaries) of a life insurance policy.

Personal Property
You can donate art, collections, antiques, real estate, or patents in closely held companies.

Securities
Your financial planner can help you transfer your gift to Saint Clare’s Foundation. Stocks, bonds and mutual funds that have increased in value can result in tax savings.

IRA Rollover Funds
Signed into law in August of 2006, this pension reform bill includes several giving incentives, including the IRA rollover provision. This offers the donor an exclusion from gross income for certain distributions of up to $100,000 from a traditional individual retirement account (IRA) or a Roth IRA, which would otherwise be included in income. The provision is effective only for 2006 and 2007 and only applies to donors age 70½ and older. Rollover payments must be made directly to Saint Clare’s Hospital.

Planned gifts are structured to support the philanthropic interests of the donor, and may also provide significant tax savings or income for the donor or a designated beneficiary. For more information on planned giving, contact Saint Clare’s Planned Giving Office at 973-983-5300.

 


Click the icon to your right
to calculate your
planned gift online.

 

 
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