Many of our supporters choose to create planned gifts to provide sustained support to Susquehanna Health Foundation.
Planned giving is one of the best opportunities for supporting your favorite causes — and it often comes with great personal and financial benefits!
Give a Bequest in your Will
The easiest way to create a planned gift is by including a bequest in your will. Bequests costs nothing to give today but will provide care to those in our community for future generations. You can contact a local attorney or the Foundation for simple language to add to your will.
Give from your IRA
If you’re 70.5 or older, IRA giving can be a very tax-effective way to support the Foundation. When you withdraw funds from your IRA, your taxes typically increase; however, donating money directly from your IRA to the Foundation allows you to exclude the amount from taxable income. If you are 73 or older, IRA gifts also contribute to your Required Minimum Distribution.
Give with a Charitable Gift Annuity
A charitable gift annuity provides fixed payments for life, to you or others you name, in exchange for a gift of cash or securities to Susquehanna Health Foundation. Gift annuities are easy to set up and the payments are backed by the general resources of the Foundation.
Have more questions about planned giving?
Contact Stephanie Steinbacher at 570-320-7041 or steinbachersl@upmc.edu OR Kristen Lorson at 570-320-7463 or lorsonke@upmc.edu.