Planned Giving

More Ways to Give

• Qualified Charitable Distributions from your IRA Qualified Charitable Distributions from IRA (aka IRA Rollovers or Required Minimum Distributions from IRAs:Donors must meet a few IRS requirements (i.e. age 70 ½) and they can donate their Required Minimum Distribution to a qualified charity without adding the contribution amount to their taxable income, for gifts up to up to $100k.
• Shares of stock/securities Stock Shares also called securitiesDonating shares of securities is simple and can be done through wire transfers from the donor’s brokerage account(s) to St. Joseph's Health brokerage account. These gifts can provide substantial tax savings.
• Donor Advised Funds Donor Advised FundsSt. Joseph's Health is pleased to accept and acknowledge gifts through Donor Advised Funds. Donors can make recommendations for annual distributions to St. Joseph's Health for their specific areas of interest.
• Endowments Endowed GiftsEndowed gifts are invested and only a portion of the earnings are spent each year to allow the principal gift to grow, keeping pace with inflation and proving spendable earnings in perpetuity.
• Real Estate Real EstateDonors can consider gifting residential or commercial real estate, as well as undeveloped land/property, providing certain property requirements are met and St. Joseph's Health agrees to accept the property.