The following are some examples of planned legacy gifts.
Bequests
A bequest is a gift made through a will or estate plan, allowing one to support our mission as part of their lasting legacy. It’s a simple and flexible way to make a meaningful contribution during one’s lifetime.
Life Insurance Policies
By naming HCA as a beneficiary of a life insurance policy, one can create a significant future gift with a relatively modest investment today. This option can also offer flexibility, whether through an existing policy or a new one established with charitable intent.
Retirement Accounts
Designating HCA as a beneficiary of one’s retirement account (e.g., IRA, 401(k)) can be a tax-efficient way to give. This allows for a lasting impact while potentially preserving more of their other assets for loved ones.
Charitable Trusts
Charitable trusts provide a way to support our work while also meeting one’s personal financial and planning goals. These arrangements can offer income to beneficiaries for a period of time, with the remaining assets also benefiting HCA.