Planned Giving

Leave a legacy of hope by planning for a future gift to CHA.

Planned Giving, Deferred Giving, Charitable Estate Planning - sound familiar? Even if they don't, take heart. There is a simple way to describe it: a gift planned now and given at a future time is a "planned gift", or a "deferred gift."

How to Live Forever!

Planned Giving, Deferred Giving, Charitable Estate Planning - sound familiar? Even if they don't, take heart. There is a simple way to describe it: a gift planned now and given at a future time is a "planned gift", or a "deferred gift." A gift planned as some part of your estate plan is "charitable estate planning." Consider the following types of planned gifts, based upon ease of making the gift and ultimate size of gift.

The Bequest

Making a gift in your will - a bequest - is one of the easiest and most common types of planned gift. Now may be a good time to review your will, or to finally get around to making out your first will, and to consider including a bequest to Children's Hospital Association.

The Beneficiary Designation

Another very simple, and often overlooked way to make a planned gift is through the beneficiary designation on your retirement plan, insurance policy, IRA, or other types of retirement plans. It is as simple as filling in the blanks", but it can have a profound and lasting impact on your favorite charity, such as Children's Hospital Association, as well as provide some real tax benefits. An important note on the beneficiary designation form is that if you are married, be sure to consult with your spouse, reach agreement on the beneficiary designations, and sign according to the form's requirements.

What are the benefits to making a planned gift?

Simplicity

Just a few sentences in your will or trust are all that is needed to make a big difference to the future of Children's Hospital Association and to the quality of care available at our Children's hospital.

Flexibility

Your plans for a future gift can change if your needs or interests change.

Versatility

You can leave a specific amount of money or a percentage of your estate.

You can also plan for your gift to be contingent on certain factors including how much remains in your estate after you have taken care of your loved ones. There is simply no substitute for the way one feels when they have made a charitable contribution that is truly generous by the giver's standards. And, there may be no better way to help the causes that are the nearest and dearest to your heart.

Thank you for giving consideration to leaving a proud legacy through Children's Hospital Association. For more information, please contact Sue Marek at 651-220-6175 or sue.marek@childrensmn.org