Planned Giving in Your Will
Sharon Thornton

Sharon Thornton
JD, LLM, Exec. VP &
Chief Philanthropy Officer

Many people consider a gift in their wills to be the perfect way to recognize a program close to their hearts. It’s an easy way to support Sun Health Foundation’s mission in the future without using any of your assets today.

There are two special features that make this a popular type of gift:

  1. Flexibility. A gift in your will lets you balance your philanthropic goals with the future needs of your loved ones. Because you aren’t parting with assets today, you don’t have to worry about living expenses and future medical costs should you need the assets during your lifetime. Plus, you can change your mind at any time.
  2. Versatility. You can give a percentage of your estate to Sun Health Foundation. Most people can’t predict the exact size of their final estate; therefore, making a gift by using a percentage amount can be a more effective means of dividing it. This allows you to benefit loved ones and our organization in proportion.

Customize Your Gift

We can help tailor your gift to fit your circumstances and accomplish your charitable goals. Your gift can reflect your personal wishes and provide the satisfaction of helping the Foundation in the future.

Call us at 623-832-5330 or visit sunhealthfoundation.org/plannedgiving for sample language you can use to provide a gift in your will.

Information provided by The Stelter Company.

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