Legacy Giving

Bequests and Other Legacy Gift Options

Welcome to the Gift and Legacy Planning section of the McLeod Foundation web site!

Recent News! Congress has passed a new law extending the IRA charitable rollover. For more information, click here.

  • 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.
  • If you have already included McLeod Health Foundation in your estate plans, please let us know by contacting us or filling out our estate intention form. We would like to assist you in making certain your intentions will be properly carried out and offer you a membership in the Dr. F. H. McLeod Legacy Society. If appropriate, here is a link to the Legacy Society Membership form.

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

Legacy Gift Options

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...

Wills and Bequests

Gifts of Appreciated Stock

Charitable Gift Annuities

Charitable Remainder Trusts

Deferred Gift Annuities

Gifts of Life Insurance

Gifts of Retirement Assets

Gifts of Real Estate

Charitable Lead Trusts

Bargain Sales

Endowed Gifts



The Hefflers
Daphne and Dr. Joel Heffler

A Calling to Care
Click here for more

Joan and John Billheimer

Giving Makes Her Feel Good
Click here for more

Susan Burley

Susan Burley's Legacy Journey
Click here for more

For more information or a confidential discussion of your charitable options, please email or call the Development Officer, Roxanna Tinsley, at (843) 777-2694.

Please note, individual financial circumstances will vary. The information on this site does not constitute legal or tax advice. Donor stories and photographs are for purposes of illustration only. As with all tax and estate planning, please consult your attorney or estate specialist. You may also contact a member of the Professional Advisory Council. All material is copyrighted and is for viewing purposes only. Use of this site signifies your agreement with the terms of use. The content in this Legacy Giving section has been developed for McLeod Health Foundation and is owned by Future Focus. Please report any problems to section webmaster.