What Is Gift Planning?

By making a planned gift, you can make a significant gift to St. Anthony’s to address some of the community’s most pressing issues through groundbreaking clinical care and the education of tomorrow's leaders in medicine —and gain financial and tax benefits for you and your family.

Planned gifts, such as bequests or charitable trusts, can be an advantageous way to provide for a future gift to charity. You can take care of yourself and take care of St. Anthony’s Hospital.

Planned giving involves providing for a future gift to charities through your financial and estate plans. St. Anthony’s Hospital Foundation welcomes gifts made through different planned giving arrangements. These arrangements can:

  • Provide for you or your loved ones
  • Entitle you to charitable income and/or gift or estate tax deductions
  • Enable you to leave a legacy for St. Anthony’s Hospital.

You can explore different types of planned gifts and different assets to give.

Choosing the right planned gift depends on your personal circumstances and financial goals.

Bequests and Estate Plan Gifts

You may make a bequest or gift through your estate by including a provision in your will or living trust, or by naming St. Anthony’s as a beneficiary of a retirement plan or life insurance policy. The amount left to the hospital can be expressed as a dollar amount or as a percentage of the assets to be given.

The material presented on this Planned Giving website is not offered as legal or tax advice.
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