Planned Giving
Through planned giving, you support the life-changing mission of Church Health, while securing the health of your community for generations to come.
Secure Community Health for Generations to Come
Whether it’s through gifts that make an immediate impact, generate income during your lifetime, or leave a lasting impact thereafter, there are so many ways to make a meaningful and measurable difference in our community
Getting Started
We know how important it is for all of us to live our lives with purpose. Through planned gifts to Church Health, you ensure good stewardship of your assets, while contributing to your community’s health—today and in the future.
Whether you are just beginning to think about planned giving or have a plan in mind, we can work with you to ensure your gift has an enduring impact.
Learn more by contacting our Planned Giving Officer, Justin Goettsch, at 901-701-2113 or goettschj@churchhealth.org.
Find The Plan That’s Right For You
Give the Enduring Gift of Health
Planned giving helps ensure Church Health can continue to provide Memphians with the comprehensive health care needed to live full and productive lives — for years to come.
With Church Health, your support can make a meaningful difference in the lives of others, helping more people live with dignity, vitality and joy.
Request a Consultation
If you would like more information, or assistance making a charitable gift through planned giving, please contact our Director of Development, Aarti Bowman, at (901) 701-2102 or bowmana@churchhealth.org.
To learn more about our Planned Giving Advisory Board, please visit us at churchhealth.org/give.
Bequests
A bequest, a gift made through a will or trust, is one of the easiest and most flexible ways to give. With the guidance of an advisor, you can include language in your will or trust specifying a gift be made to family, friends or Church Health as part of your estate plan.
With a bequest, you’ll remain in control of the funds or property during your lifetime, while potentially reducing estate taxes.
You can make a gift in several ways:
- gift a specific dollar amount or asset.
- gift a percentage of your estate.
- gift from the balance or residue of your estate.
- make a beneficiary designation of certain assets.
IRA Charitable Rollover
An IRA charitable rollover is a way you can help continue the important work of Church Health and see possible tax benefits.
If you are over the age of 70 ½ years, you can make a qualified charitable distribution (QCD) from your IRA of up to $100,000 per year directly to the charity of your choice.
Donors who choose to support Church Health with IRA distributions do not rely on income from retirement accounts or do not want to make donations out of pocket.
Benefits of an IRA gift:
- A charitable gift transferred from your IRA directly to Church Health will not be taxed and can satisfy your required minimum distribution (RMD), maximizing benefits to both you and Church Health.
- An IRA gift can be directed to unrestricted support for Church Health’s mission or a specific program area.
Stock Gifts & Transfers
Gifts of long-term appreciated assets—those that gain value and are held for more than one year—are a tax-smart way to support your favorite charities, like Church Health. This includes company stock, shares in privately held companies, real estate, fine art, antiques, and collectibles
Giving assets directly to charity, rather than selling them and then making a cash gift, provides several tax benefits:
- The donor receives an income tax deduction for their gift for the fair market value of the assets.
- The donor does not pay capital gains taxes that would have been assessed if the assets were sold.
- The benefitting charity receives the full fair market value of the gift.
Donor-Advised Funds
A donor-advised fund (DAF) is a philanthropic giving vehicle that provides an immediate tax benefit to you and allows you to recommend grants to your favorite charities, like Church Health.
You can give through a DAF in the following ways:
- Recommend a gift by contacting your fund administrator or by granting online.
- Set up recurring grants to Church Health to secure the comprehensive health care in your community.
- Name Church Health as a beneficiary of your DAF.
