Ways to Give

How it works:

• You include a bequest provision in your will or revocable trust.
• At your death, St. Charles Hospital receives the bequest you specified.

Benefits:

• You may change your bequest or trust designation at any time.
• You control the funding property during your lifetime.
• Your bequest or trust designation will not be subject to any potential federal estate tax.
• You provide future support for St. Charles Hospital.

How it works:

• You can send unendorsed stock certificates by registered mail or instruct your broker to make the transfer from your account to our account.
• You receive an income-tax deduction.
• St. Charles Hospital may keep or sell the securities.

Benefits:

• You receive a federal income-tax deduction for the full fair-market value of the securities.
• You avoid long-term capital-gain tax on any appreciation in the value of the stock.
• Your gift will support St. Charles Hospital as you designate.

How it works:

• You name St. Charles Hospital as beneficiary for part or all of your retirement-plan benefits.
• Funds are transferred by plan administrator as you wish or upon death.

Benefits:

• No federal income tax is due on the funds that pass to St. Charles Hospital.
• No federal estate tax on the funds.
• You make a significant gift for the programs you support at St. Charles Hospital.

How it works:

• You assign all the rights in your insurance policy to St. Charles Hospital, designate us as irrevocable beneficiary, and then receive an income-tax deduction.
• St. Charles Hospital may surrender the policy for its cash value or hold it and receive the proceeds at your death.

Benefits:

• You receive a federal income-tax deduction.
• If premiums remain to be paid, you can receive income-tax deductions for contributions to St. Charles Hospital to pay these premiums.
• You can make a substantial gift on the installment plan.
• St. Charles Hospital receives a gift they can use now or hold for the future.

How it works:

• You make a gift of your closely held stock to St. Charles Hospital and get a qualified appraisal to determine its value.
• You receive a charitable income-tax deduction for the full fair-market value of the stock.
• St. Charles Hospital may keep the stock or offer to sell it back to your company.

Benefits:

• You receive an income-tax deduction for the fair-market value of stock.
• You pay no capital-gain tax on any appreciation.
• Your company may repurchase the stock, thereby keeping your ownership interest intact.
• St. Charles Hospital receives a significant gift.