Planned Gifts

For those who wish to make a significant contribution but also want to either defer the gift or retain an income from the assets contributed, a planned gift may be considered. Charitable gift planning can also play a role in an individual’s overall estate planning. There are a variety of ways in which donors may support the Foundation.

  • Bequests or Last Will Designations: A donor may make a specific or contingent gift through a will or living trust.
  • Retirement Plan Beneficiary Designation: A beneficiary or contingent beneficiary designation of an IRA or 401(k) can be made.
  • Charitable Gift Annuity: A donor may establish a charitable gift annuity, which guarantees an annual payment for life based on the current age(s) of the beneficiaries.
  • Charitable Remainder Trusts: You may name Baptist as the beneficiary or co-beneficiary of a charitable remainder trust. Baptist will serve as the co-trustee of the trust.
  • Remainder Interest in a Residence or Farm in Retained Life Estate: Baptist may be named as the remainder interest in a residence or farm. The donor remains in the residence for their lifetime.
  • Endowment Gifts: Gifts designated for Baptist endowment may be made to support the long-term success of the organization.
  • Endowed Gifts: An endowed fund for gifts of $100,000 and above can be established and will be recognized as a permanently established endowed fund. Funds can be pledged over five years or made through a testamentary gift.

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.