Ways To Give

Outright Gifts of cash, stocks, mutual fund shares, life insurance and other similar items of value are often the most convenient ways to give. While some gifts are subject to limitations, gifts are generally free of tax liability, including capital gains tax.

Matching Grants by corporations can double or triple the value of gifts made by their employees to the Foundation.

Life Income Gifts allow you to make sizeable gifts now and save on current year income taxes, while also providing income for your retirement, for life, or for a specified number of years. A variety of charitable gift annuity plans and charitable remainder trusts allows the Foundation to tailor a life income plan appropriate to each donor.

Life Insurance can be a cost-effective way to make a major gift when the Foundation is both owner and beneficiary, or when a paid-up policy is donated.

Gift Commitments provide an opportunity for donors to spread a sizeable gift over several years.

Real Estate is a viable way to donate because of the potential tax benefits to the donor.

Bequests can assure that your assets continue to fulfill your giving goals by naming Athens Medical Center Foundation in your will or trust.

For additional information, please contact Dave McElwee, Director of Major and Planned Gifts, at 937-395-8607.