Planned Giving

We encourage you to consult your financial advisor 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 advisors.

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

Retirement Plans 

Pensions, 401K plans, 403B plans and IRAs

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 advisor or contact the CCH Foundation Director at (920) 623-1370.

 
 

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


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.

Cash

You can contribute by check, credit card or electronic fund transfer. Please make checks payable to CCH Foundation. Memorials Given in memory of a loved one, memorial gifts are an appropriate expression of your sympathy to grieving families.

Tribute Gift

A tribute gift is also a wonderful way to share some of the joy in life, such as an anniversary, birthday, retirement or new birth. Endowment Funds Funds contributed to the endowment are invested and the return on the investment will be used to provide for the needs of the hospital. The original funds will never be spent.

Estate and Planned Giving

Learn more about Estate and Planned Giving here.

Appreciated Securities

Gifts of appreciated securities may offer substantial tax advantages. They include avoidance of the tax on capital gain and an income tax charitable deduction for the fair market value of the securities. Real Estate A residence, farm, forest land, or any other real property may be given to the CCH Foundation as an outright gift.

Life Insurance Endowment Program

The gift of a life insurance policy to the CCH Foundation provides the donor with a charitable contribution for the present cash surrender value, contributions made for premiums paid after the transfer are also tax deductible. Will By remembering Columbus Community Hospital Foundation with a bequest in your will, you can positively impact your community's healthcare in a way that extends 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 or tax advisor.

Employer Matching Gift Program

If your employer has a matching gift program, your employer could double or even triple your donation! You can obtain the appropriate form from your Human Resources Department and mail it to us with your donor card.

Securities

The value of a gift of stock (for the donor’s income tax purposes) is based on the fair market value as determined by the broker on the date of the donor’s gift notification.

Gifts-in-Kind
Real Estate or Other Tangible Personal Property