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  • IRA Rollover Gifts

    An IRA rollover allows people age 70½ and older to reduce their taxable income by making a gift directly from their IRA.

  • Express your values with a gift through your will or estate

    • Create a legacy that expresses what is important to you and your family
    • Help provide the best care, best experience for patients and their family
    • Further innovative medical research

  • A way to give and receive

    Is a Charitable gift Annuity right for you?

    • Make a gift to support causes you care about
    • Receive cash payments for life based on your age
    • Remainder of gift creates your legacy

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Gifts of Retirement Assets

Donating part or all of your unused retirement assets, such as your IRA, 401(k), 403(b), pension or other tax-deferred plan, is an excellent way to make a gift to Regions Hospital Foundation.

If you are like most people, you probably will not use all of your retirement assets during your lifetime. You can make a gift of your unused retirement assets to help further our mission.

Gift of Retirement Assets
Retirement Assets
Regions Hospital Foundation
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Benefits of gifts of retirement assets

  • Avoid potential estate tax on retirement assets
  • Your heirs would avoid income tax on any retirement assets funded on a pre-tax basis
  • Receive potential estate tax savings from an estate tax deduction

How to make a gift of retirement assets

To leave your retirement assets to Regions Hospital Foundation, you will need to complete a beneficiary designation form provided by your retirement plan custodian. If you designate Regions Hospital Foundation as beneficiary, we will benefit from the full value of your gift because your IRA assets will not be taxed at your death. Your estate will benefit from an estate tax charitable deduction for the gift.

More on gifts of retirement assets

Did you know that 60%-70% of your retirement assets may be taxed if you leave them to your heirs at your death? Another option is to leave your heirs assets that receive a step up in basis, such as real estate and stock, and give the retirement assets to Regions Hospital Foundation. As a charity, we are not taxed upon receiving an IRA or other retirement plan assets.

Contact us

If you have any questions about gifts of retirement assets, please contact us. We would be happy to assist you and answer any questions that you have.

Please let us know if you have already included Regions Hospital Foundation as a beneficiary of your retirement assets. We would like to thank you and welcome you to the Regions Hospital Legacy Society.

Regions Hospital Foundation Letter of Intent

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