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Welcome to the McLeod Foundation Planned Giving Section

Bequests and Other Planned Gift Options

Welcome to the Planned Giving and Estate Planning section of the McLeod Foundation web site! Thoughtful estate planning allows an individual to take care of themselves, their loved ones and the causes that were important to them during their lifetime. With a little planning, today's generous donors, like you, can continue to make a difference beyond their own lifetime. They just need to know how to proceed. The McLeod Foundation's Board of Trustees has established a Planned Giving Program to assist our donors in this vital process.

A Light For Someone You Love <info>

You believe in the work of McLeod Health and you want to ensure that we will be a force for excellent healthcare in the lives of individuals for generations to come. At the same time, you are concerned about your own future financial needs and those of your family. We want you to know about the financial tools you can use to plan your gift to us so that it returns benefits to you as well as McLeod.

The following pages will offer ideas as to how you can be a partner in shaping and developing the future of McLeod Health through your gifts and support of McLeod Health Foundation. There are a lot of factors to consider. If you are not familiar with the concepts and strategies of charitable gift planning, you might want to take a moment to consider some of the factors in planning for the future. And check out our chart briefly describing some of the charitable means that are available to you - see How Can I...?

McLeod Center for Advanced Surgery <info>

The stories that follow share some of the different ways people can become partners with us in providing excellent healthcare. Take a moment to see how they - perhaps in circumstances similar to yours - have found ways to support the needs of causes that are important to them - the way McLeod Health Foundation is important to you. We encourage you to browse through this site and use it as a tool as you consider your legacy.

We listed our prioritized needs so that you can access a list for your information. Please review our wish list and let us know if there is anything you would like to discuss or would want more information about. We look forward to hearing from you.

If you have already included McLeod Health Foundation in your estate plans, please let us know by calling us or filling out our estate intention form. We would like to assist you in making certain your intentions will be carried out and offer you a membership in the prestigious Dr. F. H. McLeod Legacy Society . If you have not written a will yet, regardless of your charitable intent, please consider this for it is a gift to your loved ones.

Individual circumstances will vary - as with all tax and estate planning, please consult your attorney or estate specialist. We will be glad to answer questions and offer suggestions confidentially based on your personal circumstances. We hope that you will take advantage of the many resources available to you and will call on us (see contact page) with any questions or concerns.

The following button will open a new browser window allowing you to read about news and information as it relates to planned giving. To return to these pages, please close the new browser window.

Join our e-mail news and information list and receive quarterly e-mails of news relating to planned giving. Just enter your e-mail address and name here and press go. Your e-mail will not be shared (see privacy).