OSF Legacy of Hope

Legacy of Hope planned giving for OSF Healthcare Foundation offers many benefits when you choose to fulfill your philanthropic goals through intentional estate planning. As you explore the helpful resources provided by Legacy of Hope, please know there are additional resources and information available at www.osflegacyofhope.org. Intentional estate planning and directed gifting allows our voices to be heard for generations to come.

Charitable Bequest

A charitable bequest is one of the easiest ways you can leave a lasting impact. A bequest may be made in your will or trust directing a specific gift.

Benefits of a Bequest:

Receive estate tax charitable deductions.
Lessen the burden of taxes on your family.
Leave a lasting legacy.
*Please contact your CPA or Tax Advisor for individual guidance.

Bequest Options:

Gift a percentage of your estate.
Gift a specific dollar amount of assets.
Gift from the balance or residue of your estate.
Bequest of retirement assets through designation of beneficiaries to part or all of your retirement accounts leaving a tax free donation to the charity. Primary and/or contingent beneficiary designation may be selected. To establish a directed giving account, complete the account worksheet and submit. A Financial Advisor from Chapin Davis will phone you upon receipt of your submission to guide you through the steps. (Worksheet coming soon)

The online will planner is designed to help you gather the information your attorney will need to plan for your future.

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OSF Legacy of Hope

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Planned Giving Overview

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Will Trust Planning Guide

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What to Give

Gift of Stocks and Bonds

If you are like most individuals, the value of your stock and other investments has grown over the past years. Perhaps you are entering your retirement years and wondering how you can turn your highly appreciated assets into extra income.

You may be concerned about the mounting capital gains taxes due. If you sell your stock in today’s market, you will forfeit a portion of the proceeds to taxes and that means less cash for you. In short, you need a way to sell your stock and avoid capital gains. If you identify with any of these situations, the solution is a charitable stock plan. To learn more about a charitable stock plan, contact your CPA or Tax Advisor. To establish a directed giving account, complete the account worksheet and submit. A Financial Advisor from Chapin Davis will phone you upon receipt of your submission to guide you through the steps. (Worksheet coming soon)

Gifts of Cash

Gifts of cash are of the simplest ways to make an immediate impact on the charitable organizations mission today. It too, may provide you with a charitable income tax deduction. To learn more about a charitable stock plan, contact your CPA or Tax Advisor. To establish a directed giving account, complete the account worksheet and submit. A Financial Advisor from Chapin Davis will phone you upon receipt of your submission to guide you through the steps. (Worksheet coming soon)

Gifts of Life Insurance

It’s easy to make an outright gift of life insurance policy. Simply contact your insurance company and fill out the proper change of ownership form, designating our organization as the new owner. If we decide to hold onto the policy, you may make cash contributions each year to pay the premium. You may be entitled to an additional charitable income tax deduction for each of these gifts. To learn more about a charitable stock plan, contact your CPA or Tax Advisor. To establish a gift of life insurance, complete the account worksheet and submit. A Chapin Davis Insurance Services Agent will phone you upon receipt of your submission to guide you through the steps. (Worksheet coming soon)

Additional resources, tools and Donor stories are available at www.osflegacyofhope.org