A planned gift to The Children's Hospital of San Antonio Foundation allows you to make charitable gifts, continue to meet your current income needs, and take advantage of current tax incentives. When you partner with The Children's Hospital of San Antonio Foundation, you become a hero to sick and injured children from South Central Texas and beyond. Because of you, they will receive the compassionate, world-class medical care they need to win the most difficult fight of their young lives.
Here, you will find information you need when considering a planned gift to The Children's Hospital Foundation. You will also find information to share with your financial advisor and estate planner. When you are ready, you can use this site to reach out to us to share your plans, let us know what you are considering, or to start a confidential, no obligation conversation about what's possible.
Those who include The Children's Hospital of San Antonio Foundation in a will, trust, life income gifts, or other legacy gifts are welcomed into the Nellie B. West Society.
Membership is simple! All you need to do is let us know you have included a gift to The Children's Hospital of San Antonio Foundation in your future plans, or that you would like to do so. Many members have simply named The Children's Hospital Foundation as a beneficiary of a retirement account or as a beneficiary in their will or trust (sample bequest language below will help you complete your plans). Others have made life income gifts such as charitable gift annuities, charitable remainder unitrusts, or gifts of life insurance. Regardless of the type or size, your gift helps local children of our community.
HONORING THOSE WHO SECURE THE FUTURE FOR THE CHILDREN'S HOSPITAL WITH A GIFT TO ENDOWMENT
Nellie B. West, a woman who pioneered her way to San Antonio at the start of this century, left a legacy for our community, which will endure for many decades to come.
Nellie B. West endowed a generous fund to purchase much-needed equipment for Santa Rosa's Children's Hospital (now known as The Children's Hospital of San Antonio) and thereby created a permanent gift which perpetuates her name and helps secure the future for fine health care for children across South Central Texas.
Nellie B. West found her way to Texas from Ireland, via Ellis Island. An industrious young woman at 16, Nellie registered at Santa Rosa Hospital's Nursing School when she arrived (one year too young!) and dedicated her life to a nursing career at Santa Rosa.
There, she worked with Dr. Ferdinand Herff who, at one point, assigned her to care for Ike West. Dr. Herff believed that "Nellie's charm and Irish ways" would return Ike, a leading citizen of early San Antonio, to health. They did, and earned her a husband as well.
Out of gratitude to the Hospital that shaped for her a prosperous and rewarding life, Nellie left a gift of her home in her will to the Hospital. Once sold, the property funded a very generous endowment, which has helped to carry on the tradition of excellent health care at The Children's Hospital that Nellie B. West and Dr. Herff stood for.
At The Children's Hospital of San Antonio, we are grateful to all our friends who, through gifts by will or estate plan, provide for the future of fine health care by building endowment funds. We honor and acknowledge the generosity of these friends by welcoming them into the Nellie B. West Society, a tribute to an early pioneer in charitable giving.
Not only do you have options for how your gift will be used, you also have options on what to give and how to give. There are gifts that cost you nothing now, gifts that pay you income, and gifts that allow you to decide what happens when.
Naming The Children's Hospital of San Antonio Foundation as the beneficiary of a retirement plan asset such as an IRA, 401(k), or 403(b) will accomplish a charitable goal while realizing a significant tax savings.
Through a provision in your written and executed will or living trust, you can make a gift to The Children's Hospital of San Antonio Foundation in the form of cash, securities, or real estate. There are many types of bequests. Consult with your attorney to choose the one that best fits your needs and intentions.
You can turn underperforming assets (cash, stock, CDs, etc.) into a gift to The Children's Hospital of San Antonio Foundation that makes payments to you and a loved one. Your charitable gift annuity will return fixed, quarterly payments for life and provide tax benefits, too.
When you donate appreciated stocks, bonds, or mutual fund shares instead of cash, your gift costs you less than the amount The Children's Hospital of San Antonio Foundation receives. Youll get a charitable deduction for the full amount of your gift and avoid the impact of capital gains taxes.
If youre 70 ½ or older, each year you can instruct your IRA administrator to transfer all or part of your required minimum distribution (up to $100,000) directly to The Children's Hospital of San Antonio Foundation and avoid paying the tax had you taken it as income.
Like stock, the fair market value of gifts of appreciated assets can be deducted from your income tax today, allowing you to avoid capital gains and reduce estate taxes in the future. There are even ways to donate your home and live there as long as youd like.
Designate The Children's Hospital of San Antonio Foundation to receive all or a portion of the balance of your Donor- Advised Fund (DAF) through your fund administrator. You also can make a grant to us at any time from your donor-advised fund. The balance in your DAF passes to The Children's Hospital Foundation when it terminates
Charitable remainder unitrusts with the remaining value passing to The Children's Hospital of San Antonio Foundation. Charitable lead trusts provide payments to The Children's Hospital of San Antonio Foundation with the remaining value passing to your heirs. For the savvy donor, charitable trusts can provide tax-advantaged income, eliminate capital gains tax, or preserve assets for your heirs.
Name The Children's Hospital of San Antonio Foundation as the beneficiary of an existing life insurance policy; donate an existing, paid-up life insurance policy you no longer need; or purchase a new life insurance policy and name The Children's Hospital of San Antonio Foundation as the owner and beneficiary.
Your well-considered planned gift can make an impact on a specific area of need. Consider directing your planned gift to these core missions and ministries or directing your planned gift as an unrestricted gift to
The Children's Hospital Foundation.
Planning your estate and legacy for future generations including your charitable interests, takes careful evaluation. Our experienced professionals can assist you through the process of completing a gift to The Children's Hospital of San Antonio Foundation for the purpose of your choice.
Discussing your charitable intentions with us can lead to a much better result than doing it alone and will ensure that your gift is used just as you wish. Act now to be a good steward of the resources you intend to leave behind. Please use the contact info below, or submit this form to get more information.
If you are working with a professional advisor, or advising a donor, heres a useful guide for including
The Children's Hospital of San Antonio Foundation in a charitable estate plan.