Planned Giving to Eskenazi Health Foundation

Share Your Values by Planning a Future Gift

Through a legacy gift, your passion to improve our community will be long-lasting.
You can support Eskenazi Health Foundation while also creating your personal legacy and achieving family financial goals. Making a gift through your will can reduce the taxes that would be levied against your estate in the same way that contributions during your lifetime entitle you to charitable income tax deduction.

The following simple and deeply meaningful gift strategies described below will impact healthcare far beyond your lifetime – allowing generations of Hoosiers to live healthy and vibrant lives.

Bequest
Leave a bequest to the Eskenazi Health Foundation through your will.

The following language is recommended when preparing your will:
“I give to the Eskenazi Health Foundation, an Indiana charitable organization, the sum of $____ (or in the case of securities, real estate, or personal property such as art or jewelry, please describe) to be used for its general charitable purposes.”

OR

“I give to the Eskenazi Health Foundation, an Indiana charitable organization, ___% of my estate, to be used for its general charitable purposes.”

Life Insurance Beneficiary Designation
Name the Eskenazi Health Foundation as the recipient of all or part of the proceeds of a life insurance policy that is no longer needed for family protection.

Retirement Account Beneficiary Designation
Name the Eskenazi Health Foundation as the as a full or partial beneficiary of your retirement plan. Such a designation may save your family from paying income tax on those same retirement funds.

To Learn More
Please contact us at 317-880-4900 or Kerry.Dinneen@EskenaziHealthFoundation.org to learn more about how you can make a plan to support the enduring mission of Eskenazi Health Foundation and safeguard the future health of our community.

Always check with your tax and financial advisors before implementing any planned gift.