Sun Health Foundation: Philanthropy slider

Planned Giving Makes a Difference

Planned Giving optionsPlanned giving is a process of charitable, legal, financial and tax planning that enables you to make meaningful philanthropic gifts while addressing other financial and estate planning issues. Planned gifts make it possible for Sun Health Foundation to continue doing its good work far into the future.

With a planned giving strategy, your gifts may allow you to:

  • Make a larger charitable gift than you thought possible
  • Increase your current income
  • Plan for the financial needs of a spouse or loved one
  • Provide inheritances for your heirs at a reduced tax cost
  • Reduce your income tax and/or avoid capital gains tax
  • Diversify your investment portfolio
  • Leave a charitable legacy for future generations

We Can Help You Explore the Possibilities

Planned gifts can be made with cash, however many planned gifts are made by donating assets such as stock, real estate or business interests – the possibilities are endless. Gifts can be as simple as naming Sun Health Foundation in your will or trust, making Sun Health Foundation a beneficiary of your life insurance/retirement assets or more complex such as charitable trusts, split-interest gifts and gifts that are deferred.

We invite you to explore the impact that your gift can make. Contact Sharon Thornton at (623) 832-5330 for more information.