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Leave a Legacy

When we look to the future at St. Mary-Corwin Hospital, we see innovation and a continuous improvement in the way we care for our neighbors. We’re already providing world-class services today, but we know the health care landscape is dynamic and we can’t be complacent.

Because of your loyal support of our work, we wanted to talk with you about legacy giving: an opportunity to ensure that the causes closest to your heart can thrive for generations to come.

Many St. Mary-Corwin Health Foundation supporters have chosen a legacy gift from their estate as a practical way to make their most generous contribution ever, without impacting their income today. And we invite you to consider how a similar gift could align with your goals.

A planned gift can be dynamic to accommodate life changes, and as simple as adding a sentence to your existing plans. The opportunities to leave a legacy are highlighted below identifying the many ways to establish a legacy gift. Please review at your convenience, then contact me to discuss the best next step for you and your family.

You are an important part of the story of St. Mary-Corwin Hospital, and your contributions to date have been invaluable. As you consider your options, we would love to learn more about your current plans and answer any questions you may have.

Thank you for your consideration and ongoing partnership.


BEQUEST

Pick a popular and straightforward way to make your legacy gift. Indicated in your will or living trust, a bequest can be given as a set dollar amount, percentage, or remainder of your estate. It’s as easy as adding a single sentence to express your intentions.

RETIREMENT PLAN OR INSURANCE POLICY BENEFICIARY

Simply name St. Mary-Corwin Health Foundation as the recipient or partial recipient of your 401(k), IRA, other qualified retirement account, or life insurance policy—to be paid after your lifetime.

CHARITABLE GIFT ANNUITY (CGA)

Make a gift to St. Mary-Corwin Health Foundation, and we pay you (and another person, if you’d like) a fixed income every year for the rest of your life. The Foundation receives any remaining funds and interest investment. You may also qualify for tax benefits.

PROPERTY (HOME, FARM, OR REAL ESTATE)

Gift your property to St. Mary-Corwin Health Foundation and help us continue our work while reducing or even eliminating the tax you would pay on a traditional sale. It can help you plan for your future, while supporting the health care causes that matter most to your family.

CHARITABLE REMAINDER TRUST (CRT)

Explore another option that produces income, like a CGA, but also offers payments to three or more beneficiaries. You make your charitable legacy gift; you or your chosen beneficiaries receive an income stream; and one or more charities receive the remaining funds

NAMED ENDOWMENT

Honor your family or someone special with an endowed gift. St. Mary-Corwin Health Foundation invests your gift to earn interest. The original gift amount remains untouched while the annual interest income makes an impact in perpetuity—just like the person who inspired it.



Your generosity makes a life-changing impact on our caregivers, patients, and the overall health of the communities we serve. Thank you!.

To speak to someone about including St. Mary-Corwin in your estate planning, contact Linda Russell, Philanthropy Officer:

Phone: (719) 557-5247
Email: Linda.Russell900@CommonSpirit.org

 


 

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