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Home > Planned Giving

Planned Giving Welcome Our Legacy Societies Designate & Donate Contact Us

Ways of Giving Plan-a-Gift Gifts Anyone Can Make Gifts That Pay You Income Gifts That Protect Your Assets

At-a-Glance Compare Gift Plans Goals & Benefits

Personal Planning For Professional Advisors Estate Planning Section Will Planning Wizard Personal Calculators

Compare Gift Plans

Choose up to three gift plans that interest you to compare them and to learn more about how the plans can help you and Essentia Health Foundation.

Gifts Anyone Can Make

Gifts by Will or Living Trust
Give to Essentia Health Foundation without affecting your cash flow during your lifetime. Gifts of Retirement Plans
Your retirement plan may be worth more when donated to Essentia Health Foundation than to your heirs. Gifts from your Donor-Advised Fund
Make an outright gift from your donor-advised fund or name Essentia Health Foundation as the ultimate beneficiary of the remainder in the fund. Gifts of Appreciated Securities
After making a gift of appreciated securities to Essentia Health Foundation, the IRS will allow you one of its most significant tax breaks. Gifts of Life Insurance
Create a significant endowment for Essentia Health Foundation without dipping into your capital assets.

Gifts That Pay You Income

Charitable Gift Annuity
Receive a fixed payout and significant tax benefits. Deferred Gift Annuity
Build retirement earnings by deferring the onset of annuity payments (recommended for younger donors). Charitable Remainder Unitrusts
Choose from several options that best meet your personal financial situation. Charitable Remainder Annuity Trusts
Combine a charitable gift with a predictable fixed-income payout by placing your donation into an individually managed trust.

Gifts That Protect Your Assets

Retained Life Estate
You can donate your home to Essentia Health Foundation and continue to live there rent-free. Charitable Lead Trusts
Freeze the taxable value of your appreciating assets by using them to make gifts today and pass them back to family members later.

The gift planning information presented on this site is intended as general. It is not to be considered tax, legal, or financial advice. Please consult your own personal advisors prior to any decision.

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