Planned Giving

Planned Giving for Financial Advisors

Compare Gift Plans

Learn how specific planned gifts can best help your client can make a significant gift to Gaylord Hospital while securing her financial future and that of her loved ones as well.

Select up to three gift plans that interest you at a time by clicking their checkboxes. Then display their features and benefits side-by-side by clicking the “Compare” button.

Gifts Anyone Can Make

Will or living trust.
A gift to Gaylord Hospital that will take effect through your client's estate.

Retirement plan.
Your client gives her most-highly taxed asset to us tax free, and leaves more tax-advantaged assets to her heirs.

Life insurance policy — Beneficiary Designation.
Your client designates Gaylord Hospital as beneficiary of an existing policy.

Life insurance policy — Lifetime Gift.
Your client donates an existing policy and receives a tax deduction.

Donor Advised Fund.
Your client designates Gaylord Hospital as a remainder beneficiary of her Donor Advised Fund.

Real estate.
A valuable asset your client can donate to us and receive tax benefits and even income.

Tangible personal property.
Your client can deduct the value of property related to our charitable purposes.

Mineral rights.
Another asset that can generate an income tax deduction when donated.

Appreciated securities.
Your client will avoid capital gains tax and can convert underperforming securities into income.

Closely-held stock or other business interests. Your client can avoid capital gains exposure and create an income stream.

Gifts That Pay Income

Charitable Gift Annuity — Immediate.
Annuity payments that begin immediately, backed by Gaylord Hospital’s assets.

Charitable Gift Annuity — Deferred.
Your client can postpone her annuity payments (and receive a higher rate of return and higher deduction).

Charitable Gift Annuity — Flexible.
Your client can decide later when annuity payments start.

Charitable Gift Annuity — Commuted Payment.
Your client can compress annuity payments into a brief period of time.

Charitable Remainder Annuity Trust (CRAT).
Your client receives fixed payments — backed by trust assets.

Charitable Remainder Unitrust (CRUT).
Your client receives payments that vary with trust performance.

Charitable Remainder "Flip" Unitrust.
When your client wants to fund a trust with illiquid assets or wants to delay the start of trust payments.

Pooled Income Fund.
Your client receives fixed or variable income.

Testamentary Life Income Gift.
Your client uses her estate to create a life income gift benefiting her spouse or heirs.

Gifts That Protect Your Assets

Charitable Bargain Sale.
Your client sells property for less than fair market value, counts the difference as a charitable gift, and keeps the cash proceeds.

Charitable Lead Trust (CLT).
A trust that makes regular contributions to Gaylord Hospital and passes the remainder to your client's heirs free of additional estate and gift taxes.

Retained Life Estate.
Your client gives us the remainder interest in her personal residence, farm or vacation home, and continues to use it for life.

Gifts for Immediate Use

Appreciated stock.
Your client will avoid capital gains tax and can claim a fair market value deduction.

Business interests.
Your client can convert business interests into support for Gaylord Hospital.

Cash gifts are immediately available for Gaylord Hospital’s use in furthering our charitable mission.

Donor Advised Fund (DAF).
Your client can advise her DAF trustee to make annual grants to Gaylord Hospital.

Life insurance.
If your client has a policy that's no longer needed, she can donate the policy and claim an income tax deduction.

Real estate.
Your client can donate property to Gaylord Hospital, and we'll either use the property or sell it and use the proceeds for our charitable mission.

Retirement plan distributions.
Your client can use retirement plan assets to make a gift. The charitable deduction often fully offsets the income tax owed on the withdrawal.

Charitable IRA Rollover.
If your client is at least age 70½, it may be possible to make a direct transfer from her IRA to charity without recognizing the transfer as income.

Tangible personal property.
Gifts of such property related to our charitable purpose can entitle your client to an income tax charitable deduction.

The material presented on this Planned Giving website is not offered as legal or tax advice.
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