Donors

Considering a Gift? We Can Help.

The following brochures provide additional information on a variety of gift plan options. Choose as many titles as you wish. We are happy to send them via mail or email.

Choose one or more:
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Writing or updating your will can feel overwhelming. Let us help you simplify the process by sending you our free Will and Estate Planning Guide, designed to walk you through the process of considering your goals, determining how you want your assets distributed, and organizing the relevant documents.

Will and Estate Planning Guide
Please send me your Will and Estate Planning Guide. I am currently:

Will and Estate Planning Guide Request

Additional Brochures
In addition to the Will and Estate Planning Guide, please send me the following brochure(s):

Additional Brochures
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If you would like to know more about a specific gift option, please complete the form below and we will be happy to provide helpful information.

Select the assets you are thinking about using to fund the gift:

Gift Amount

Age or birth date(s) of each beneficiary

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Address
  

IRA owners age 73 and older may need to take annual required minimum distributions (RMDs) from their accounts. Use our RMD Calculator to determine the amount you are required to withdraw. To learn about gift options that count toward your RMD, visit our Gift from an IRA page.

Interested in how a charitable gift annuity might work in your situation to secure an income stream, provide tax benefits, and make a meaningful gift? Try out the CGA calculator to get a personalized illustration. To learn more about CGAs, visit our Charitable Gift Annuities page.

CGA Calculator

Notify us of your gift
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Making a gift in your will or with a beneficiary designation?

For bequest language, the following is suggested:

“I give, devise, and bequeath to Regional One Health Foundation (EIN 58-1737037), a nonprofit organization located at 877 Jefferson Ave., Memphis, TN 38103, or its successor thereto, ____________________ [specific dollar amount/specific percentage of the estate, determined at the date of my death/the rest, residue, and remainder of my estate after my obligations are met/description of personal property/all the right, title, and interest in and to the real estate located at address or description of property], to be used to meet the most urgent needs.”

For a contingent bequest, the following language is suggested:

“If [primary beneficiary] does not survive me, then I hereby give, devise, and bequeath to Regional One Health Foundation (EIN 58-1737037), a nonprofit organization located at 877 Jefferson Ave., Memphis, TN 38103, or its successor thereto, [description of the property] to be used to meet the most urgent needs.”

Life Insurance Gifts

To name Regional One Health Foundation as the beneficiary of a life insurance policy, you may request a Change of Beneficiary form from your policy administrator or download the form from your insurer’s website. Add the following information to correctly identify Regional One Health Foundation as the beneficiary and return the form to establish your gift:

  • Legal Name: Regional One Health Foundation
  • Tax ID Number: 58-1737037
  • Address: 877 Jefferson Ave., Memphis, TN 38103

Here are a few options for donating a life insurance policy.

  1. 1. Transfer Ownership of an Existing Policy:You can give an existing paid-up policy to Regional One Health Foundation, which can qualify for a charitable income tax deduction (if you itemize), equal to the policy’s replacement value or basis, whichever is less. Your agent/broker can help facilitate the change of ownership, or you may contact the carrier directly to transfer the existing policy.
  2. 2. Name Regional One Health Foundation as a Beneficiary:You may make a charitable beneficiary designation naming Regional One Health Foundation as either:
    • The primary beneficiary,
    • A percentage beneficiary, along with one or more beneficiaries, or
    • A contingent beneficiary, to receive the proceeds only if the primary beneficiary cannot.

If you need assistance with updating or changing the beneficiary, you can seek help directly from the agent, broker, or carrier, who can facilitate the beneficiary designation update or change.

  1. 3. Create a New Policy in Regional One Health Foundation’s name: You can establish a new life insurance policy with Regional One Health Foundation as the owner and beneficiary if there’s an insurance interest. The premium payments may qualify as tax-deductible contributions, depending on the circumstances. Contact us to determine whether this is an option for you.
  2. 4. Transfer a Paid-Up Policy into a CRT: Transferring a paid-up policy into a charitable remainder trust (CRT) can provide many tax and financial benefits. The trust will pay an income to your beneficiaries for life. When the trust beneficiary dies, the remaining trust assets pass directly to Regional One Health Foundation. You receive an immediate income tax deduction when you establish the trust for the present value of our remainder interest. To ensure the transfer is handled correctly and provides the intended benefits, we highly recommend consulting a qualified attorney.

Please inform us of any bequest you choose to make. Sharing your plans enables us to express our gratitude for your ongoing commitment to supporting our mission for years to come.

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Please note that this is for informational purposes only and does not constitute legal advice for any jurisdiction.