The IRA Charitable Rollover, just passed and signed into law, is a planning strategy to meet your required minimum distribution. The IRA Charitable Rollover provision, established under the Pension Protection Act, allows individuals who have reached age 70½ to donate up to $100,000 to charitable organizations directly from their IRA, without treating the distribution as […]

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Creating your own personal charitable fund The Sun Health Board of Directors recently gave Sun Health Foundation the green light to offer Donor-Advised Funds (DAF) to our supporters. These funds are an easy and convenient way to make a charitable contribution, realize an immediate tax deduction and recommend grants to a favorite charity or charities […]

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Although the end of the year is still a few months away, we’re already overwhelmed by signs of the holidays. While it’s too early to starting wrapping presents, it is a great time to consider a year-end charitable gift. These sometimes “strategic” gifts offer many benefits to an individual or couple. It’s a perfect opportunity […]

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People give for all kinds of reasons, ranging from family tradition, a sense of obligation, an expression of faith, to passionately held beliefs, a drive to “pay it forward” or a feeling of abundance. Traditional philanthropy often focuses on meeting immediate needs. While this is very important, I would challenge you to take philanthropy a […]

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In addition to local programs and services, donor commitment to superior health care has helped us fund ground-breaking Alzheimer’s and Parkinson’s Disease research, plus a landmark cardiac study funded by a $2 million grant from the Sun Health Foundation. YOUR faithful giving makes it all happen. Thank you.   This video highlights the difference people […]

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Planned Giving with Sun Health Foundation In life, most people require some kind of assistance, whether it’s physical, financial or spiritual. And during life’s struggles, we are often reminded that assistance comes in many forms. The concept of giving back or leaving a legacy is very powerful. By leaving a legacy—whether through a lifetime gift, […]

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There are many good reasons to create an estate plan. Anyone over the age of 18 needs at least some portion of one — even if it is just a simple will that outlines what you would want to happen upon your demise, and financial/ health care documents to protect you if you become incapacitated. […]

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“The only thing you take with you when you’re gone is what you leave behind.” – John Allston Truer words were never spoken. As we go through life, we all accumulate “stuff.” In our society, “stuff” is a status symbol, outward signs that we are successful. We furnish houses, buy cars, raise children (VERY expensive!) […]

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While everyone is familiar with making cash donations to non-profits in support of a cause – especially during the holidays when donation requests are part of almost every retail purchase – the term “planned giving” can be a bit baffling. In Arizona, planned giving includes some extremely popular bequest alternatives that can impact year-end tax […]

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