Sowing the seeds for the future of Moore County

Planned Giving & Estate Planning

 

The Moore County Health Foundation accepts and appreciates members of the community who wish to create a legacy by

donating to the Moore County Health Foundation through planned giving and estate planning.

Gifts of this nature provide for healthcare goods and services long into the future, providing the future residents of the community, including the donor's personal descendent's, stable and secure healthcare through time.

 

These gifts, in addition to providing continuation of the donors wishes, provides tax benefits such as:

 

  • Appreciated property (securities/ real estate) receive a charitable deduction for the full market value of the asset, and pay no capital gains tax on the transfer.
  • Life-income gifts receive a tax deduction for the full, fair market value of the assets contributed, minus the present value of the income interest retained.
  • Gifts made of appreciated property  pay no upfront capital gains tax on the transfer.
  • Gifts payable to charity upon the donor’s death, like a bequest or a beneficiary designation in a life insurance policy or retirement account, do not generate a lifetime income tax deduction for the donor, but they are exempt from estate tax.

 

The Moore County Health Foundation would be honored to help create your legacy.

 

To view our brochure on planned giving CLICK HERE

 

To speak with us about planned giving or your personal estate planning, please contact Executive Director, Kathie Fuston, at (806) 934-7804.