Gift Planning
Create a lasting legacy
with your gift

Let us help you tailor your charitable gift to your financial, tax or estate planning objectives. Your donation, no matter the size, is greatly appreciated and helps CMHS continue its mission of providing high-quality healthcare, here close to home.

Planned Giving

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Gifts of Insurance

A gift of your life insurance policy is an excellent way to make a gift to Community Memorial Healthcare Foundation. If you have a life insurance policy that has outlasted its original purpose, consider making a gift of your insurance policy to Community Memorial Healthcare Foundation. For example, you may have purchased a policy to provide for minor children and they are now financially independent adults.

Gift of Insurance
Insurance
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Benefits of gifts of life insurance

  • Receive a charitable income tax deduction
  • If Community Memorial Healthcare Foundation retains the policy to maturity, you can receive additional tax deductions by making annual gifts so that we can pay the premiums
  • If Community Memorial Healthcare Foundation cashes in the policy, you will be able to see firsthand how your gift supports our charitable work
  • If we retain the policy to maturity, or you name us as a beneficiary, once the policy matures, the proceeds of your policy will be paid to our organization so that we can use the proceeds to further our charitable work

How to make a gift of life insurance

To make a gift of life insurance, please contact your life insurance provider, request a beneficiary designation form from the insurer and include Community Memorial Healthcare Foundation as the beneficiary of your policy.

Contact us

If you have any questions about making a gift of a life insurance policy, please contact us. We would be happy to answer questions that you have.

Please let us know if you have already named us as a beneficiary of your life insurance policy. We would like to thank you and recognize you for your gift.

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What to Give

Find out what types of assets make the best planned gifts. Learn about gifts of cash, securities and property.

How to Give

Giving to our cause can be done either directly or through a gift model that can provide tax benefits and even income. Learn how to make a gift that provides tax benefits and even life income.

Let us help you with your gift plans