Planned Giving

Giving at Stormont Vail

You can leave a legacy and help ensure the availability of quality, compassionate healthcare in northeast Kansas for generations to come!

Gifts you can make today

Appreciated Stock: A gift of your appreciated stocks to the Foundation eliminates capital gains tax.

IRA (if age 70½ or older): A gift from your IRA helps you fulfill your required minimum distribution and is not considered taxable income.

Real Estate: Making a gift of real estate may offer significant tax benefits for you while helping Stormont Vail.

Charitable Lead Trust: If you have a large estate, a charitable lead trust may reduce or even eliminate gift and estate taxes on trust assets passed to your loved ones.

Gifts that pay you income

Charitable Gift Annuity: This is a simple contract in which you agree to make a gift and we agree to pay you, or someone else you choose, a fixed amount each year for the rest of your life.

Charitable Remainder Trust: This gift provides you or your beneficiaries annual income for life or a period not exceeding 20 years from the assets you give to the trust. The remainder trust then goes to the Stormont Vail Foundation.

Gifts that build your legacy

Wills and Trusts:  A charitable bequest is a provision in your will or other estate plan that specifies an amount of money or a percentage of your estate to be left to the Stormont Vail Foundation.

Beneficiary Designations: An easy and flexible way to give, you can designate us as a beneficiary for assets such as retirement plans, life insurance policies, CDs, bank and brokerage accounts.

Have you already included a gift to the Stormont Vail Foundation as part of your estate plan?  If yes, please let us know so we can include you as a member of our Legacy Society.

Stormont Vail Foundation’s federal tax ID number is 48-0980926

This information is not intended as tax, legal or financial advice. Please consult your professional advisor.

For more information on these and other gift options call us at (785) 354-6851.