Make a Planned Gift - Foley James D MD
Introduction
Welcome to Foley James D MD, a trusted healthcare organization dedicated to enhancing health and improving the lives of individuals in our community. We offer a variety of opportunities for you to contribute and make a lasting impact through planned giving. By making a planned gift, you can ensure continued support for our healthcare initiatives, research, and advancements.
Why Make a Planned Gift?
When it comes to supporting healthcare, a planned gift offers unique advantages. It allows you to align your personal philanthropic goals with your financial planning, ensuring both your legacy and the future of healthcare remain strong. Planned gifts enable you to make a significant contribution while potentially receiving tax benefits and financial advantages for yourself and your loved ones.
Types of Planned Giving
1. Bequest
A bequest is one of the most common forms of planned giving. By including Foley James D MD in your will or living trust, you can make a lasting impact. Your bequest may provide funds for medical research, patient care, facility improvements, and much more. It's a simple yet powerful way to leave a legacy and support the healthcare mission of Foley James D MD.
2. Charitable Gift Annuity
A charitable gift annuity allows you to make a gift to Foley James D MD while also receiving a steady income for life. This arrangement provides financial security and the satisfaction of supporting healthcare initiatives. With our experienced team, we can guide you through the process of setting up a charitable gift annuity tailored to your specific needs and goals.
3. Charitable Remainder Trust
By establishing a charitable remainder trust, you can provide income to yourself or your loved ones for a designated period of time, after which the remaining assets are transferred to Foley James D MD. This option allows for the support of critical medical programs and research, while also ensuring financial benefits for you and your beneficiaries.
4. Life Insurance
Life insurance offers an opportunity to make a substantial impact without depleting your assets. By designating Foley James D MD as a beneficiary or owner of a life insurance policy, you can contribute a significant amount to support our healthcare initiatives. This avenue of planned giving can provide valuable tax benefits while helping us improve health outcomes.
5. Retirement Plans & IRA Charitable Rollover
Consider allocating a portion or the entire balance of your retirement plan assets or individual retirement account (IRA) to Foley James D MD. By doing so, you can support our vital healthcare programs while reducing potential tax burdens for yourself or your heirs. We highly recommend consulting with your financial advisor or tax professional to explore this option.
Getting Started with Planned Giving
At Foley James D MD, we understand that planned giving requires careful consideration. Our dedicated team is here to assist you throughout the process. Here's how you can get started:
- Contact our Planned Giving Department: Call our office or email our team to express your interest in making a planned gift. We will provide you with detailed information, answer your questions, and guide you through the various options available.
- Explore Our Healthcare Initiatives: Learn about the specific programs and initiatives that your planned gift could support. We will provide you with comprehensive details and examples of how your contribution will make a significant impact on healthcare in the community.
- Seek Professional Advice: Consult your financial advisor, attorney, or tax professional to discuss the potential benefits and implications of making a planned gift. They can help you navigate the legal and financial aspects, ensuring your gift aligns with your overall estate planning goals.
- Make Your Planned Gift: Once you have gathered all the necessary information and sought professional advice, you can proceed with making your planned gift to Foley James D MD. Our team will be available to assist you every step of the way and ensure your gift is properly acknowledged and recognized.
Conclusion
By making a planned gift to Foley James D MD, you can leave a meaningful legacy that positively impacts the health and well-being of individuals in our community. Your generosity will support our ongoing healthcare initiatives and contribute to enhanced patient care, innovative research, and advancements in medical technology. Together, we can create a healthier future for all. Contact our Planned Giving Department today to explore the various ways you can make a lasting impact through planned giving.
