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How to Help

Planned Giving

Creating a Philanthropic Strategy to Ensure Excellent Healthcare Exists in Middle Tennessee

There are many options available for those interested in giving back in support of healthcare needs in Middle Tennessee. Planned giving is a strategy we use to explore options with you and help maximize your philanthropic goals. It is like a puzzle that we work together to solve.

Through creative planning and the use of philanthropic tools available, we can help you accomplish multiple solutions, from providing for loved ones to generating additional income for retirement, all while creating a meaningful gift to help advance a program of interest at Saint Thomas Health.

Possible financial benefits for your planned gift:

Save income taxes

To encourage private contributions, our government allows you to deduct them on your income tax return, provided you itemize.

Reduce estate and probate costs

Gifts to us, either now or after your lifetime, avoid the federal estate tax without any percentage limitation.

Receive a life income

The federal government allows you to designate your gift now and secure a current income tax deduction while you receive a life income for yourself and even one or more survivors.

Unlock appreciated investments

You may have assets that have grown in value but have a low yield. You can create a gift that provides you with an income for life, and for most gifts you will not incur an income tax on your capital gains.

Increase your yield

If you sell highly appreciated securities and pay the capital gains tax, you will have fewer assets to reinvest to produce income. If you contribute these same assets to a life income plan, the tax savings resulting from your charitable deduction and capital gains tax savings can increase your effective yield.

Secure professional management

With a life income plan, the trustee you select handles the investment responsibilities associated with the assets you contribute.

To choose the right giving method, you must consider your unique financial circumstances and charitable objectives. We can help you determine a plan suited to your age, tax bracket and financial situation. Please call for more information today, with no obligation.

For more information about planned giving, please contact us:

Saint Thomas Health Foundation:

(615) 222-6800

Saint Thomas Rutherford Foundation:

(615) 396-4809