A legacy gift has a lasting impact on the future of St. John’s Health and its ability to care for our community. If you’d like you have a lasting legacy at St John’s, here is a brief overview of how legacy giving works:
Step 1: Consider Your Goals
The first step is to consider your goals for charitable giving. What causes are most important to you? What impact do you want to make? By thinking through these questions, you can determine the best way to structure your legacy gift.
Step 2: Choose Your Gift
There are many ways to structure a legacy gift, including bequests, charitable gift annuities, charitable trusts, and more. The “right” option depends on your unique, individual needs.
Step 3: Work with Your Advisor
We encourage you to work with your financial or legal advisor to structure your legacy gift. Our team can provide information and guidance to your advisor to ensure that your gift achieves your goals and is structured in the most tax-efficient manner.
Step 4: Make Your Gift
Once you have decided on the structure of your legacy gift, you can make your gift. We will work with you and your advisor to ensure that the process is seamless and that your gift is directed to the area of our nonprofit that is most important to you.
Thank you for considering a legacy gift to St. John’s Health Foundation. If you’d like to discuss this option further, please call 307.739.7512 to speak with a member of our team.
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