Direct Gifts

A man and a woman looking at a tablet.

Baptist Health Care Foundation offers a variety of ways to make a meaningful gift that contributes to the future of health care and impacts a program of significance to you. The Foundation team is available to work with you to ensure that you are able to focus on what is truly important – making a difference with your charitable gift.

  • Cash/Check/Electronic Fund Transfer/Credit Cards: These are all acceptable gifts and qualify for a charitable tax deduction.
  • Securities: There are distinct tax advantages to considering gifts of appreciated securities such as stocks, bonds and mutual funds. The donor incurs no capital gains tax on appreciated securities given for charitable purposes, and the full value qualifies for a charitable tax deduction.
  • Qualified Charitable Distribution (QCD from an IRA): Donors aged 70 1⁄2 and older can make a direct transfer of up to $100,000 per spouse from an individual IRA to Baptist Health Care. The gift is credited against the required minimum distribution; it is not taxable or deductible.
  • Donor Advised Fund: Personal pledges cannot be made from donor advised funds; however, Baptist can be the recipient of donor advised funds based on an annual request by the donor. A letter of intent may be an option for a donor who would like to indicate a multi-year donation.
  • Real Estate: A gift of real estate or undivided partial interest that has appreciated in value can be an attractive option when considering a major charitable contribution. Contact the Foundation office to discuss the donation of real estate.
  • Corporate Gifts: A corporation can make and deduct charitable gifts depending on the incorporation status.
  • Matching Gifts: Numerous companies have matching gift programs through which an employer can match a donor’s charitable gift in varying amounts. Donors are urged to obtain their employer’s matching gift forms and leverage their own gifts.
  • Life Insurance: The use of life insurance policies for charitable giving is another option when planning a major contribution. To qualify for the charitable deduction, the donor must relinquish all incidents of ownership in the policy by irrevocably designating Baptist Health Care Foundation as owner and beneficiary.

Baptist Health Care Foundation, Inc.
EIN 59-0192265
P.O. Box 17500
Pensacola, FL 32522
448.227.8150

Baptist Health Care Foundation does not provide legal, tax or financial advice, and this information is not intended as such. We encourage you to consult your own legal and financial advisors before any charitable gifts are made.