Consolidated Appropriations Act 2023 (CAA) and Your Support

We're Here to Help

 

YOU HAVE QUESTIONS, WE CAN HELP.

Charitable gift planning affords you opportunities to have an outsized impact on the causes that matter most to you with the possibility of reducing or eliminating current and future tax liabilities, creating income for you or your loved ones, and preserving wealth for future generations of your family.

Recent and pending changes to the tax code (Tax Cut and Jobs Act, CARES Act, CAA, and BBB) contain provisions incentivizing you to plan how, what, and when you give to charity. If you have recently experienced or are anticipating changes in your personal life or business, we encourage you to partner with us to ensure you're taking full advantage of these incentives.

French Hospital Medical Center Foundation's Department of Philanthropy is a ready resource for you and your advisors. We welcome you to have a confidential, no-obligation conversation to align your personal financial situation with your philanthropic goals.

Give the Gift of Humankindness

Lasting Impact

Philanthropy is one of the most powerful expressions of compassion. Inspired to connect those with resources to those in need, we raise support and awareness to enhance the lives of people in the communities we serve.

We do this broadly through the French Hospital Legacy Circle and help further the mission of providing compassionate, patient-centered care to all those in need.

We're here to help

Let us help you make the gift that's right for you. Request a confidential, no-obligation conversation to get started.

Get in Touch with Us

Join Now
French Hospital Legacy Circle

The French Hospital Legacy Circle recognizes generous individuals who have made a financial provision to French Hospital in their estate plans. These supporters have named French Hospital as the beneficiary of a planned gift. Such gifts might include a bequest, appreciated securities, gifts of retirement accounts, gifts of life insurance and/or charitable income gifts, such as charitable gift annuities, charitable remainder unitrusts, charitable remainder annuity trusts.

Make us part of your family. A gift through your will or estate is the easiest gift you can make today.

Allow us to say 'Thank You'

We are very thankful for your legacy gift, an investment in the future of French Hospital. It will touch the lives of our patients and our community for many years to come. And, allowing us to recognize you may encourage others to give as well.

Once you complete your estate plan, please fill out our member profile form to let us know you have included French Hospital. We would like to thank you for your generosity by including you in the French Hospital Legacy Circle.

As our way of saying thank you, Legacy Circle members who permit it will be recognized in all French Hospital Legacy Circle Foundation publications and invited to special events throughout the year. Your name(s) will be included on the donor recognition wall in the French Hospital Lobby.

Join Now Document Your Gift

How to Give

Not only do you have options for how your gift will be used, you also have options on what to give and how to give. There are gifts that cost you nothing now, gifts that pay you income, and gifts that allow you to decide what happens when.

Gifts From Your Will
General Bequest

Through a provision in your written and executed will, you can make a gift in the form of cash, securities, real estate or personal property. There are many types of bequests. Choose the one that best fits your needs and intentions.

Beneficiary Gifts
Retirement Accounts

Naming French Hospital Medical Center Foundation as the beneficiary of a qualified retirement plan asset such as a 401(k), 403(b), IRA, Keogh, profit-sharing pension plan or other donor-advised funds, will accomplish a charitable goal while realizing significant tax savings.

Gifts of Stock
Appreciated Stock

When you donate appreciated stocks, bonds, or mutual fund shares instead of cash, you'll receive charitable deductions at full, fair market value while reducing capital gains impact.

Charitable IRA Rollover
Charitable IRA Rollover

If you're 70 ½ or older, you can make a gift directly from your IRA to the Hospital. While there is no charitable deduction for a rollover gift, you do avoid the income tax on the donated portion of your required minimum distribution.

Donor Advised Funds
Beneficiary Designation and Grants

Designate the Foundation as a beneficiary to receive all or a portion of the balance of your Donor Advised Fund (DAF) through your fund administrator. You also can make a grant to us at any time from your donor-advised fund.

Gifts of Life Insurance
Beneficiary Designation and Paid-Up Policies

Name French Hospital Medical Center Foundation as the beneficiary of an existing life insurance policy; donate an existing, paid-up life insurance policy you no longer need; or purchase a new life insurance policy and name French Hospital Medical Center Foundation as the owner and beneficiary.

Contact Us

Use the Form Below to Get In Touch with One of Our Planned Giving Officers.

Let us know how we can help you include French Hospital Medical Center Foundation in your estate plans. Discussing your charitable intentions with us can lead to a much better result than going it alone - and will ensure that your gift is used just as you wish.

Contact Us

French Hospital Medical Center Foundation

legacycircle@dignityhealth.org
805-542-6496

For Professional Advisors

If you are working with a professional advisor, or advising a donor, here's a practical guide for including French Hospital Medical Center Foundation in a charitable estate plan.

Download Advisor Guide