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 can entitle you to charitable income tax deductions.
The following simple and deeply meaningful gift strategies will impact the health care available to Central Indiana residents far beyond your lifetime – allowing generations of Hoosiers to live healthy and vibrant lives.
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.”
“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 a full or partial beneficiary of your retirement plan. Such a designation may save your family from paying income tax on those same funds upon your death.
To Learn More
Please contact us at 317.880.4900 or email 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 advisers before implementing any planned gift.