Planned Giving

Gift planning is an excellent way to support the Sartori Foundation. Our staff is available to assist you and your advisors with your overall estate, financial and tax planning goals.

Retirement Assets (ie. 401K, IRA, etc.)

Consider making the Sartori Health Care Foundation a secondary beneficiary of your retirement fund, or consider leaving a percentage of your retirement fund to the Foundation. There may be some very attractive tax advantages.

Bequests

Bequests are a significant way to remember Sartori Memorial Hospital. A bequest in your will, or estate plan, will positively impact health care at Sartori for years to come. The legal language is provided below to assist you and your financial advisor.

Bequest for General purposes

“I give and bequeath to the Sartori Health Care Foundation, Inc. the sum of $_____,or _____% of my estate to be used for the general support purposes as determined by the Sartori Health Care Foundation Board of Trustees."

Bequest for Specific Purpose

“I give and bequeath to the Sartori Health Care Foundation, Inc. the sum of $_____,or _____% of my estate to be used to support_________________."

Appreciated Assets

Gifts of appreciated securities, such as stocks, bonds, or real estate are probably the most economical way for donors to make a charitable contribution to the Sartori Health Care Foundation. Gifts of appreciated assets may offer substantial tax advantages.

Life insurance

A nice way to make a substantial contribution, to a nonprofit agency without disturbing other assets, is to choose the Sartori Health Care Foundation as a beneficiary in your life insurance policy. Some tax advantages may be available.

Charitable Remainder Trust

Encouraged as a method of making gifts to the Sartori Health Care Foundation. This option allows you to make a significant gift to the Sartori Health Care Foundation, while increasing or retaining your retirement income.

Charitable Gift Annuity

A gift option that requires a minimum $10,000 initial contribution. This is a wonderful way to support Sartori Memorial Hospital, while simultaneously receiving a fixed income during the donor’s lifetime.

Endowments

An excellent way to leave a legacy at Sartori. A permanent designated and/or named endowment may be established with a minimum gift of $25,000. Typically, a portion of the interest is spent each year, while the principal and a portion of the gains are reinvested to continue to build the endowment, so it will be there for years to come.

Gift planning is an excellent way to support Sartori Memorial Hospital. Our staff is available to assist you and your advisors with your overall estate, financial and tax planning goals. Please contact Joe Surma, Coordinator of Annual and Planned Gifts, at 319-268-3161 or Joe.Surma@mercyhealth.com for more details.

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