Our team will work with you to realize your vision, and we are available to help you with answers to the questions you may have. There are many options available to you.
For all gift inquiries:
Matt Eckhoff, Donor Relations Officer
Northern Arizona Healthcare Foundation
Office: (928) 773.2426; Cell phone: (928) 814.9365
Honor Someone Special
If you would like to make a donation in the name of an individual, we will send a special message to the person or family of the person being honored. In addition to honoring someone special, you can celebrate a special occasion with a gift designated to a specific program or fund.
Appreciated Stock, Securities or Property
If you have property, stocks, bonds, certificates of deposit, or other investment tools that have increased in value since you purchased them, consider making a gift of these items instead of cash. This is a great way to make a significant gift with little or no effect on your current income. In many cases, you can deduct the full, current value of the asset and not simply what you initially paid for it. To transfer gifts of securities or property, call our Flagstaff office: 928-773-2093 or Cottonwood office: 928-639-6100. We'll work with you to develop a clear plan for your property gift, including an appraisal and sale method.
Many companies match an employee's gifts to nonprofit organizations. Contact Human Resources at your place of employment to see if your organization participates in a matching gift program.
Corporate or Foundation Gifts
Your company or private foundation can invest in one of our programs or sponsor a special fundraising event. We also offer opportunities for sponsorships and naming recognition options.
Through planned giving, you can establish your personal financial goals in a well-conceived estate plan that includes a gift to a charitable institution like Flagstaff Medical Center or Verde Valley Medical Center. Because financial situations vary from person to person, no single approach to estate planning applies across the board. Generally speaking, a planned gift can:
Create an estate that provides current and future financial security
Protect as much income from federal taxes as is allowed by law
Maximize the amount of assets that pass to heirs and beneficiaries
Provide continued support to charities that have been important throughout a person's life.
Regardless of your age or net worth, making or updating a will is one of the smartest steps you can take to plan for your family's future. There are at least six important provisions you should consider in planning a will:
Distributions – you determine who receives your assets after you die.
Dependents – you can construct the provisions to provide for minors and/or elderly relatives.
Personal representative – you can determine who will manage your estate after your death.
Charitable gifts – with a charitable trust you can transfer assets to support the work of a favorite charity.
Memorials – you can pay special tribute to a loved one by perpetuating his or her personal dedication to a particular charity.
In a charitable trust, you can transfer appreciated real estate or stocks to a tax-exempt trust. The trust can sell the assets at full-market value and receive the reinvested proceeds. You, your spouse or anyone you designate can receive an income for the rest of his or her life, along with significant tax advantages. Upon the death of the beneficiary, assets pass to the nonprofit organization.
There are two types of charitable trusts: a charitable remainder annuity trust and a charitable remainder unitrust. The two trusts differ in how income to the donor is calculated. An annuity trust provides the security of a fixed annual payment; a unitrust provides a variable income payment based on an annual valuation of the trust's underlying assets. With a well-managed unitrust, your assets can build quickly because they grow tax-free, leading to higher income and a good hedge against inflation as the value of the trust rises. In certain cases, it's possible to fund a charitable remainder trust using property that's encumbered by a mortgage. Through careful planning with qualified advisors, we can help you address the special issues in these situations in a satisfactory manner.
A gift of life insurance is an overlooked, yet beneficial way to make a meaningful contribution. You can choose one of the following options:
Name either the Northern Arizona Healthcare Foundation as the owner of a policy that's outlived its original purpose, such as providing for a college education or insuring a business or mortgage
Purchase a new policy and name the Northern Arizona Healthcare Foundation as the owner and beneficiary – all premiums you pay are deductible as cash contribution
Name the Northern Arizona Healthcare Foundation as a beneficiary on one of your existing policies.
For many people, income taxes and estate taxes can severely deplete their retirement savings accounts after their passing. By naming the Northern Arizona Healthcare Foundation as the beneficiary of the remainder of your assets in an IRA or other employee benefit plan, you can avoid this tax burden while making a generous gift. This gift needs to be considered within your overall estate plan and the wishes you have for your heirs.
Retained Life Estate
You can make a significant gift to the Northern Arizona Healthcare Foundation using your home, vacation condominium or farm. However, if you want to continue to live on the property, a retained life estate will provide you with a significant income tax deduction.
Questions about which giving option is right for you? Contact Matt Eckhoff, Donor Relations Officer, at (928) 773-2426.