“ The true meaning of life is to plant trees, under whose shade you do not expect to sit.”
—Nelson Henderson
Your Legacy Becomes Our Future
Including a charitable gift to St. Vincent Hospital Foundation in your estate plans reflects your values and creates a lasting personal legacy.
You can feel confident knowing you’re supporting the only nonprofit organization in the community that provides emergency services and compassionate healthcare for your family, friends, and neighbors, anytime, regardless of their ability to pay or insurance status.
Your planned gift helps ensure exceptional healthcare is available to future generations who will benefit from the work of St. Vincent Hospital Foundation.
Your Gift, Your Legacy
Gift planning can be complex, but we’ll guide you every step of the way. Whatever your circumstances or goals, we’ll help you create a gift that benefits you, your loved ones, and supports St. Vincent Hospital Foundation’s efforts to attract and retain top medical talent with education, training, recognition, and financial assistance.
If you are considering including St. Vincent Hospital Foundation in your estate plans, your professional advisor may find this information helpful:
OUR LEGAL NAME:
St. Vincent Hospital Foundation DBA St. Vincent Hospital Foundation 455 St. Michael’s Drive Santa Fe, New Mexico 87505
TAX ID NUMBER: 85-0282847
INCORPORATED IN: Santa Fe, New Mexico
If you’ve already included St. Vincent Hospital Foundation in your plans, let us know so we can honor your wishes and welcome you to the 1865 CIRCLE. We respect all requests for anonymity, and many gifts can be modified if your circumstances change. Contact us today!
St. Vincent Hospital Foundation has been improving
the health of our community since 1980
Choose the Legacy Gift Option That Is Right For You
Your legacy gift represents both your commitment and the values you share with St. Vincent Hospital Foundation. It’s important that the gift you choose is right for you and your loved ones.
Whether you decide to put your gift to work today or ensure it benefits patients and healthcare workers after your lifetime, thoughtful planning will help you make the greatest impact.
Explore the various types of legacy gifts—make an impact now or in the future!
| YOUR GOAL | YOUR GIFT | HOW TO MAKE THE GIFT | YOUR BENEFITS |
|---|---|---|---|
| Make a quick and easy gift | Outright gift | Donate cash, securities or personal property | Income tax deduction; avoidance of any capital gains tax |
| Make a revocable gift during your lifetime in a living trust | Living trust | Name us beneficiary of assets | Control of trust for lifetime; possible estate tax savings |
| Defer a gift until after your lifetime | Bequest in will | Name us in your will | A donation exempt from federal estate taxes |
| Make a large gift with little cost to yourself | Life insurance gift | Give a policy with us as owner and beneficiary | Current income tax deduction; possible future deductions |
| Avoid the twofold taxation on retirement plan assets | Retirement plan gift | Name us as beneficiary of the remainder of the assets after your lifetime | Avoidance of heavily taxed gift to heirs, allowing less costly gifts |
| Avoid capital gains tax on the sale of a home or other real estate | Real estate gift | Donate the property to us, or sell it to us at a bargain price | Immediate income tax deduction and avoidance of capital gains tax |
| Give your personal residence or farm, but continue to live there | Retained life estate | Designate the ownership of your home to us, but retain occupancy | Charitable income tax deduction and lifetime use of home |
| Secure a fixed and often increased income | Charitable remainder annuity trust | Create a charitable trust that pays you a set income annually | Immediate income tax deduction and fixed income for life. |
| Create a hedge against inflation over the long term | Charitable remainder unitrust | Create a trust that pays a percentage of the trust’s assets, valued annually | Immediate income tax deduction, annual income for life that has potential to increase |
| Supplement income with fixed annual payments | Charitable gift annuity | Enter a contract with us, in which we’ll pay you fixed payments annually | Current and future savings on income taxes; fixed payments for life |
| Reduce gift and estate taxes on assets passing to heirs | Charitable lead trust | Create a trust that pays a fixed or variable income to us for a set term, and then passes to heirs | Reduced size of taxable estate; keeps property in family, often with reduced gift taxes |
Your Legacy Becomes Our Future
When you let us know that you have included St. Vincent Hospital Foundation in your legacy plans, you will be welcomed as a member of the 1865 CIRCLE.
The 1865 CIRCLE, a distinguished group within our Legacy Society, honors your commitment to the future of healthcare. You will be among a group of committed donors who have chosen to leave a lasting impact through a planned gift.
Our 501(c)3 tax ID number is: 85-0282847