Welcome to Northwest Healthcare Foundation Planned Giving

Thank you for your interest in Northwest Healthcare Foundation. Our hope is to serve you and your family with helpful information. We have an increasing number of friends at the Foundation who now are benefiting from life income gifts, gift annuities and other plans. Thank you for taking the time to explore the benefits of gift planning.

Weekly Article

Experience the Benefits of a Unitrust Bob and Carol were nearing retirement. Their children were grown and they had worked many years and built successful carreers. One of the greatest joys in their lives was gathering the family for vacations and holidays at their mountaintop cabin. More ...

 IRA Rollover Gift Video

To learn more about IRA Rollover Gifts, click the Launch button.

Benefits for Family and Northwest Healthcare Foundation

There are several types of plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.

Sale and Unitrust Gene and Carol White purchased stock in a small medical service company several years ago. The company has done well. A larger company is now discussing the possibility of buying the smaller company. Gene and Carol are looking for a way to save taxes. More on Sale and Unitrust >>.

The Retirement Unitrust Mary Friendly grew up on a farm. When her parents passed away, she inherited the farm. When Mary was growing up, the farm was out in the country. The city now has grown until the farm is now within the city limits. Several developers would like to build homes on the farmland. More on The Retirement Unitrust >>.

Generous IRA Gift Jerry is a fireman who volunteers for a number of charities in his community. Recently, Northwest Healthcare Foundation shared an opportunity to join in a new program with a positive impact. Jerry was excited to help, but a lead gift of $10,000 was needed to start the program. More on Generous IRA Gift >>.

Flexible Deferred Gift Annuity Lewis is a 54-year-old executive at a large healthcare company. He purchased company stock during years when the stock price was low, and now the stock has grown substantially to $118,000. More on Flexible Deferred Gift Annuity >>.

Steps to Wise Giving

There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.

• View the donor stories.
• View a personal color story for yourself.
• Read the Weekly Article.
• View the Personal Finance Note for this week.
• Learn about personal finance news.
• Meet our planned giving staff. We are here to help you.
• Sign up for our free weekly personal finance newsletter.

Tagen Vine Executive Vice President

Thanks very much for visiting us! I would be very pleased to help you. Simply click here to email me at your convenience.

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Professional Advisors

We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact tvine@krmc.org.

If you are a professional advisor, you may take the following steps on this site.

• View the latest charitable tax news.
• Research charitable tax questions.
• Calculate a charitable deduction.
• Sign up for the free weekly charitable tax e-newsletter.

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