Estate and Planned Giving

Planned Giving

We encourage you to consult your financial adviser to determine the ways to match the needs of your family when making your donation to the Columbus Community Hospital Foundation.




Bequests and Giving Through Wills

By remembering Columbus Community Hospital Foundation with a bequest in your will, you can positively impact your community's healthcare in a way that endures beyond your lifetime. Your bequest will qualify for an estate tax charitable deduction. When making a bequest, we urge you to consult with your attorney and other advisers.

Charitable Lead Trust

A trust created to produce income payable to the Columbus Community Hospital Foundation, usually for a term of years. Your trust assets then pass to subsequent family generations. This is a useful technique if you own a large estate and want to transfer wealth to successive generations in a tax-advantaged way.

Living Trusts: Revocable and Irrevocable

A Living Trust is created for the purpose of maintaining ownership of your assets during your lifetime, and distributing your assets to charitable institutions, like the Columbus Community Hospital Foundation, after death. Its creator cannot revoke an Irrevocable Living Trust.

Life Insurance

A gift of life insurance by naming Columbus Community Hospital Foundation as a beneficiary

Retirement Plans 

Pensions, 401K plans, 403B plans and IRAs.  If you are over the age of 70 1/2 you will be required to take out a "Required Minimum Distributions (RMDs)." You can choose to use that money as a donation to a qualified charitable organization, tax-free.

Charitable Remainder Annuity Trust & Gift Annuity Agreement

Both of these arrangements will pay income to you or your beneficiary(s) during your lifetime. The principal then passes to the Columbus Community Hospital Foundation upon the death of the last beneficiary. These are excellent gifts for your smaller gifts.

Pooled Income Fund

Purchases may be made in a commingled trust that pays income to you or other beneficiary(s) during your lifetime. The principal passes to the Columbus Community Hospital Foundation upon the death of the last beneficiary.

Additional planned giving can be done through Real Estate Agreement, Endowment Funds, Real Estate, Life Insurance Endowment Program and Appreciated Securities.

For more information, consult your financial adviser or contact the CCH Foundation Director at (920) 623-1370.



 

Planned Giving

What to take to your first Estate Planning Meeting


  • A written list of your questions and concerns
  • Take inventory –list your assets and debts
  • Your up to date financial statements
  • Your most recent bank, investment, & retirement account statements
  • The deed to your house
  • Any previous estate planning documents
  • Any prenuptial or marital agreements
  • Copies of your retirement plan and annuity contracts
  • Life insurance policies
  • Contact information for your other professional advisors
    • General practice attorney
    • CPA
    • Insurance professionals
    • Financial advisors
  • Contact information for your general practitioner and any specialists that you see for a particular condition
  • Contact information for family members, those you may name in positions of authority (such as trustees, guardians, executors, and agents under power of attorney), and clergy members
  • Preliminary list of those you wish to name in positions of authority (such as trustees, guardians, executors, and agents under power of attorney)
  • Preliminary list of your estate planning goals
  • Contact information for your favorite charities


Ways To Give

Why Give?


     As the need for healthcare grows ever stronger, the resources needed to provide it has
     grown more limited due to reduced reimbursements, workforce shortages and an
     aging population.

     Fulfillment of Columbus Community Hospital's commitment to serve the community
     requires tremendous resources. Fundraising and gifts to the hospital help provide the resources
     needed for Columbus Community Hospital to continue with quality healthcare now and
     for years to come.