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Founders' Society . . .Providing Hope and Healing for future generations

 

In honor of this caring spirit, Sacred Heart Foundation has established the “Founders' Society”, which recognizes individuals who have included Sacred Heart in their wills and estate plans or with a planned gift.

 

Through this society, the Foundation is privileged to be able to honor individuals that make lasting commitments to the support the future of the missions of Sacred Heart Health System. Your support and commitment is vital to the continued growth of our ministry.

 

Investing in our future and yours

There are a variety of ways that you can make a gift to support the mission of healthcare provided along the Gulf Coast to everyone, regardless of their ability to pay.

Bequests
If you plan to make a charitable gift by designating Sacred Heart in your will, please meet with your attorney to discuss and update your will. Tell him or her exactly what you would like to do. Be as clear as possible in describing which mission you would like to support with your gift.  We hope you'll let us know when you have named Sacred Heart in your will. We would very much like the opportunity to thank you for your generosity.

If you prefer to remain anonymous, your gift will be kept completely confidential. But at the same time, recognition of your gift can encourage others to do the same. Whatever the case, we will honor your wishes, because we appreciate your support immensely.

 

Charitable Gift Annuity
Establishing a charitable gift annuity (CGA) is a wonderful way for you to secure steady payments for yourself while providing a benefit to the Sacred Heart mission of your choice.  With "charitable gift annuities," because we are a charitable organization, we make the payments to you for your lifetime. A CGA is a gift vehicle that pays you (and an additional annuitant, if you desire) a predetermined amount each year for life. The charitable income tax deduction varies according to your age and is taken in the year the gift is made.  The gift can be established with cash, securities or other property, and in return you receive fixed annuity payments on a regular basis.

Securities
A stock portfolio is often among the most valuable assets you own, and one that carries substantial capital gain—appreciation in value. You may take the full fair market value of the stock gift as a charitable deduction on your income taxes. If you have stock losses, sell the stock yourself to realize the loss and take the allowable deduction for tax purposes. Then generate a charitable deduction by donating the cash proceeds of the sale to the Foundation
.

Life Insurance
One of the most satisfying uses for life insurance policies are connected with charitable giving!
If you have a life insurance policy you no longer need, you might want to consider contributing it to a charitable cause in which you believe. Purchasing a new policy and naming Sacred Heart Foundation as beneficiary is another possibility. Before making a purchase of new insurance, please contact the Foundation.

When Gifts Count
It's fairly easy to determine when you're able to take an income tax deduction when you make an outright gift. The general rule is that a gift made to Sacred Heart is credited on the date the Foundation receives the gift. 
When you tell your broker to transfer stock, the date of the gift is the day it's received in the account of the Foundation. The timing of your gift is especially important if the end of the year is approaching and you want the gift to be credited for the current year.


Join us as we serve those most in need

At Sacred Heart, we believe that the best charitable giving plans balance what you strive to accomplish for you and your family and also support your charitable interests. One of the best ways to do this is to sit down with your financial advisor to discuss the various options that are available to meet your charitable giving needs.

 

After deciding on a plan, a member of the Sacred Heart Foundation team will be happy to meet with you to discuss the various ways in which your gift can benefit the missions of caring and healing at Sacred Heart. Working with you, we will develop a plan that best accomplishes your charitable goals while ensuring that you and your family’s needs are met.

 

For more information on how you can become a member of the “Founder’s Society” at Sacred Heart and serve those most in need, please contact your local Sacred Heart Foundation office at the numbers listed below.

 

Corporate Office – Pensacola

5151 N. Ninth Ave., Suite 260

P.O. Box 2700

Pensacola, FL 32513-2700

(850) 416-4660 or toll free at 1-800-819-9486

www.sacred-heart.org/foundation

 

Emerald Coast Office

7700 US Highway 98 West, Suite 300

Santa Rosa Beach, FL  32459

(850) 278-3700

www.sacredheartemerald.org



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