Planned Giving

Learn which assets are most commonly used to fund a gift.

Stocks and Bonds

Stocks & Bonds

Giving appreciated stock that you have owned for more than one year is one of the most tax-advantaged ways to make charitable gifts. With careful planning, you can reduce your capital gains tax while supporting your local Memorial foundation.
Retirement Assets

Retirement Assets

A gift of your retirement assets, such as an employee retirement plan, IRA, or tax-sheltered annuity, is an excellent way to make a gift. A gift of these assets can shield your heirs from taxes while funding Memorial's future.
Life Insurance

Life Insurance

Life insurance is a valuable asset for making a charitable gift. You can make a gift of a life insurance policy without diminishing other investments or assets earmarked for family members.
Real Estate or Farmland

Real Estate or Farmland

A gift of real estate allows you to preserve your cash assets, receive tax and income advantages, and make a significant charitable gift to Memorial.
Personal Property

Personal Property

A gift of artwork, coins, antiques, or other personal property can be an excellent way to support Memorial Health.
Donor-Advised Fund

Donor-Advised Fund

A donor-advised fund can provide you with immediate tax benefits while making your charitable giving easier for years to come. Might a donor-advised fund be right for you? Here’s how it works.
Mark and Dolores Mobley

An Inspiring Story

During the last few days of my husband’s life in February 2022, he was able to come home under hospice care, and it was then he gave me a handful of special requests to accomplish on his behalf. One of those requests was to make a donation to help oncology nurses and techs at Springfield Memorial Hospital (SMH).