Legacy and Gift Planning
Meet your financial goals while providing support that will continue to make life better for children.
Every day, Children’s Health provides exceptional care to the patients and families we serve. Creating your own legacy of giving allows you to provide continued momentum for Children’s Health to pursue the highest-quality care and groundbreaking discoveries that treat and improve the health of future generations.
Thoughtfully structuring gifts can provide for your family’s financial well-being and meet your charitable objectives. Creative gift planning may also help you eliminate capital gains taxes. Gifts made from non-liquid assets such as securities or real estate can even offer a secured lifetime income stream.
We invite you into a lifelong philanthropic journey with us, allowing you to engage in the peace of providing for those that you care for and the joy of giving both in life and in legacy. Our gift planners will walk with you in finding methods that will most effectively reach your goals.
More than One Way to Give Back
Be a Superhero
Are you ready to be a superhero? Join the Red Balloon League as we stand strong, provide hope and raise funds to fight childhood illnesses and injuries.
Donate
Whether you’re looking to make a one-time donation or are considering a major gift, Children’s Health makes the process as easy as possible. Every gift helps us provide world-class care for the children who need us.
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Cryptocurrency
When you donate cryptocurrency to Children’s Health, you avoid paying capital gains taxes and receive an additional tax deduction for the full value of your crypto. Choose “Children’s Health Dallas” at the link below.
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Stocks
Benefit: Tax advantaged giving
When you give your low-cost basis stock to make life better for children, you may just give yourself the gift of a significantly reduced tax bill in return.
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Donor Advised Fund
Benefit: Impact
Recommend a grant and make a heroic difference today without affecting your current financial situation. Leave a legacy when you add Children’s Health as your DAF beneficiary.
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IRA Charitable Rollover
Benefit: No increase on your current year’s taxable income
If you’re 70 1/2 or older, give directly to Children’s Health from your IRA and maximize the impact with your gift and on your tax return.
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Will
Benefit: Take care of loved ones and cherished causes
Many friends of Children’s Health have become superheroes by using will power. We make it simple to protect your loved ones and your legacy. Ask us how you can create your own FREE will today.
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Bequests
Benefit: Reduce the burden of probate
Designate Children’s Health as the beneficiary on your life insurance, retirement or bank account. One of the easiest and most flexible ways that you can leave a gift.
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Charitable Gift Annuities
Benefit: Receive a stable and secured income for life while receiving a charitable tax deduction for the charitable gift portion of the annuity
You can make life better for children while providing a retirement income for your own life or that of another.
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Charitable Remainder Trusts
Benefit: Avoid capital gains tax on the sale of your appreciated assets to the trust and receive a charitable gift tax deduction
The trust is invested to pay an income to you or any other trust beneficiaries you select based on a life, lives or a term of up to 20 years. Children’s Health benefits from what remains in the trust after all the trust payments have been made.
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Charitable Lead Trusts
Benefit: When you invest in a lead trust you may receive a tax deduction now and receive your asset back later
Children’s Health benefits for a number of years without any further investment, and at the end of the term the asset will return to you or your beneficiaries.
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Life Insurance
Benefit: A fully funded whole life insurance policy may offer an added tax benefit
If you have a life insurance policy that has outlasted its original purpose, consider making a gift of your insurance policy to Children’s Medical Center Foundation.
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Retained Real Estate
Benefit: Preserve the use of the property for life and receive a significant tax deduction now
Deed your home or farm to Children’s Medical Center Foundation. The deed will include a provision that gives you the right to use your home or farm for the rest of your life and that of any other life estate party named in the deed.
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All of us at Children’s Health are grateful for the generosity that allows us to remain a trusted, world-class healthcare resource for the children and families of North Texas. For more information on these gifts or any other gift planning resources, please contact Nicola Lawrence, Director of Legacy and Gift Planning, by email or by phone at 469-744-1986.
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