A one-time gift of stock (appreciated securities) to the Diocesan Health Facilities is a convenient way to make a meaningful gift, avoid the capital gains tax and receive an income tax deduction for the fair market value of the stock at the time of the gift.

For more information, please contact:
Laura Mitchell - lauram@dhfo.org

A gift of personal property such as money, stock bonds, or jewelry.

For more information, please contact:
Laura Mitchell - lauram@dhfo.org

Life income gifts, such as charitable remainder trusts and gift annuities, are an effective way to contribute assets while keeping an income for yourself or your family. Generally, to create a charitable remainder trust you place assets into a trust which pays you an income for life. When the last beneficiary dies the remaining principal goes to help the Diocesan Health Facilities continue its important mission. A charitable gift annuity is a simple contract between you and the beneficiary of your gift. In exchange for your irrevocable gift, you are paid a fixed sum for life. These gift plans may provide income and estate tax advantages and they may allow you to increase your current income.

For more information, please contact:
Laura Mitchell - lauram@dhfo.org

A gift of retirement assets can be a very tax-effective way to contribute, reducing estate taxes and potential income taxes to your heirs without any negative impact on your current assets.

For more information, please contact:
Laura Mitchell - lauram@dhfo.org

A gift of real estate may allow for an income tax deduction based on the fair market value of the property and avoidance of capital gains taxes. Another option is to make a transfer now but to continue to use the property for life.

For more information, please contact:
Laura Mitchell - lauram@dhfo.org

You may make a gift of life insurance by designating the Diocesan Health Facilities as the owner and beneficiary. You will be entitled to an immediate tax deduction for the value of the policy or for continuing annual premiums.

For more information on any of these methods of charitable giving, please contact your financial advisor or estate planner.

For more information, please contact:
Laura Mitchell - lauram@dhfo.org