The Perfect Way to Honor Someone You Love

If you have a friend or family member whose life has been touched by Sun Health, you might consider making a gift in his or her name. When you memorialize important people in your life — such as your mother, father, spouse, mentors or other special loved ones — by donating to Sun Health Foundation you not only honor that special person, you also make a meaningful impact in the local community. On top of that, you might possibly receive personal financial benefits.

You Have Choices

There are three basic ways to establish an honorary gift:

A gift today — An outright gift can help fund immediate needs or an upcoming project. The financial benefits include an income tax charitable deduction (if you itemize) and the possible elimination of capital gains tax.

A gift through your estate plan — You can include a gift in your will or living trust stating that a specific asset, certain dollar amount or percentage of your estate will pass at your death in honor of your loved one.

A gift that lives on forever — Honorary endowments can be made now or through your estate plan. Endowments are structured so that a small portion of your gift, rather than the whole amount, is used each year to fund a particular purpose. To perpetuate the fund forever, the majority of the fund always remains intact and is invested for the future.

Discover Your Giving Options

To learn more about supporting Sun Health Foundation, please call 623-832-5330 or visit sunhealthfoundation.org

The information in this publication is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results.

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