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Planned Giving

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Ways to Give

There are almost as many variations on ways to make a donation as there are needs to be met. Explore this section to discover new ways to make a gift that also take into consideration your personal circumstances and the needs of your loved ones.

Bequests
Learn how to help others and Sacred Heart Health System by using one of the most popular and simplest ways to make a gift. More

Beneficiary Designations
Continue supporting our work even after your lifetime by naming us as a beneficiary of your retirement plan, life insurance or insurance annuity assets. More

Charitable Gift Annuities
Read more about how to make a donation and, in turn, receive a fixed annuity payment each year for life. More

Charitable IRA Rollover
Under the extended charitable IRA legislation for 2012 and 2013, if you’re 70½ or older, you can make charitable gifts now to Sacred Heart Foundation using funds from your individual retirement accounts (IRAs) without undesirable tax effects. More

Charitable Remainder Trusts
In the right circumstances, this plan can increase your income, reduce your taxes, unlock appreciated investments, rid you of investment worries and ultimately provide very important support. More

Memorial and Honorary Gifts
If you have a family member or friend whose life has been touched by Sacred Heart Foundation, we hope you'll consider making a gift to us in honor of that person. More

Endowed Gifts
Discover a powerful way to make a gift to us in your name or in the name of a loved one while realizing tax benefits for your kindness. More

Give Your Home, But Live There for Life
Find out how you can make a gift to Sacred Heart Foundation of a remainder interest in your home, receive sizable tax benefits now and continue living in your home for the rest of your life. More

Charitable Lead Trusts
Make a donation now while reducing the tax burden for your heirs in the future. More

Planned Giving:
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  • Essentials
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  • Ways to Give
  • Meet Our Donors
  • Bequest Language
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  • Gift Illustrator
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