Planned Giving

Create a Lasting Impact with Planned Giving

At Union Health Foundation, we believe in the power of generosity to shape the future of health care in our community. Planned giving allows you to make a meaningful contribution that extends beyond your lifetime—ensuring that future generations receive the compassionate care they deserve.

By including Union Health Foundation in your estate plans, your support can provide critical resources for patients in need, new approaches in health care and help train the next generation of health care professionals. Whether through a bequest, charitable trust or other legacy gift, your generosity will leave a lasting mark on the health and well-being of our community.

Explore the many ways you can make a difference through planned giving. Together, we can build a healthier future.

Gifts by Will or Trust

Gifts made through your will or trust are a simple way to leave a lasting legacy at Union Health Foundation. By designating a specific amount, percentage or asset to Union Health Foundation, you can ensure that our community continues to receive vital healthcare support for generations to come, while also providing for your loved ones.

Retirement, Charitable IRA Rollover and Life Insurance

Using your retirement account for planned giving, including a charitable IRA rollover or life insurance policy to support Union Health Foundation can be a tax-efficient way to leave a lasting legacy. A charitable IRA rollover or naming Union Health Foundation as a beneficiary can reduce potential taxes for your heirs while providing essential resources for health care services.

Donor Advised Funds

Donor Advised Funds (DAFs) offer an immediate tax deduction and flexibility to support Union Health Foundation and other causes over time. This option is perfect for those who want to engage in strategic philanthropy while simplifying the management of their charitable giving.

Real Estate

Donating real estate is a powerful way to support Union Health Foundation while gaining valuable tax benefits. Whether it’s your primary residence, vacation home or investment property, this option can eliminate capital gains taxes and provide a charitable deduction based on the property’s fair market value. Your gift can make a substantial difference in advancing our mission.

Gifts Through Charitable Annuities and Trusts

Charitable gift annuities and trusts provide a unique opportunity to support Union Health Foundation while securing a steady income stream for yourself or your loved ones. With charitable gift annuity, you receive fixed annual payments for life, while trusts offer flexible income options and greater control over distributions. Both options can fulfil your philanthropic goals while ensuring financial benefits for you and your family.

This information is provided for educational purposes only. We strongly encourage you to seek the assistance of personal, legal and financial advisors when exploring your giving strategies. Our Foundation team is here to collaborate with you and your advisors to design a giving plan that fulfills your unique philanthropic goals while maximizing tax advantages. We’re here to work with you and your advisors to ensure your generosity leaves a meaningful legacy.

To Learn More

Please contact us at 812-238-7534 or email foundation@union.health to learn more about how you can make a plan to support the mission of Union Health Foundation and support the future health of our community.