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Planned Giving

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Welcome to your resource for charitable gift planning!

It's no secret that the programs of Sacred Heart Foundation depend upon your goodwill. We've created this easy-to-understand Web site to help you dream a little, about our future and yours. There are many easy giving options from which you can choose—strategies that enhance your personal well being, as well as SHF.

If you're not sure where to begin, try our Build Your Gift planner. By answering a few basic questions, this interactive tool steps you through the process of narrowing down your choices. It's fun and easy to use!

If you already have gift options in mind, click on Compare Gifts to see how your choices match up or click on eBrochures to request specific information on a planning option. If you get lost, rest assured that we're always here to help. Simply contact the Director of the Sacred Heart Foundation at 850-416-4663 or bprovost@shhpens.org with any questions. Happy dreaming!

Check Out Our Monthly Feature Articles:


Giving From the Heart...Supports Sacred Heart!
Laura Kaiser, Sacred Heart Health System COO and Interim CEO, is a leader who not only believes in the mission of Sacred Heart, but she and her family are major donors to Sacred Heart. More

Talking to Your Children About Your Plans
My husband, Larry, and I feel very fortunate to live here on the Emerald Coast. When we moved here from New York three years ago, we were determined to contribute to this wonderful community. More

Legislation Lets You Use Your IRA to Help Others
If you are 70½ or older, you have a unique opportunity to make a tax-free gift to Sacred Heart Foundation from your IRA before Dec. 31, 2009. More

How to Be Tax-Smart at Year-End
Including charitable gifts in your year-end tax planning can produce significant tax savings for you—and a feeling of personal satisfaction—while providing much-needed support for Sacred Heart Foundation. More

8 Essential Estate Planning Checks
No matter your age or health, it's important to have an up-to-date will and estate plan. Before visiting your estate planning attorney, use this handy checklist to help determine if it is time to update your plans. More

Giving Back and Feeling Good
Feeling generous? Supporting organizations you care about may be good for your health and your spirit. More

Planned Giving:
  • Build Your Gift
  • Compare Gifts
  • Essentials
  • What to Give
  • Ways to Give
  • Meet Our Donors
  • Bequest Language
  • Quiz Yourself
  • Gift Calculator
  • For Professional Advisors
  • Contact Us

  • eBrochures

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