Planning a Gift


SCMC exteriorSt. Charles Foundation appreciates your interest in supporting us in our mission to improve the health of those we serve in a spirit of love and compassion. The Foundation is committed to improving the health of our community by supporting programs and services of St. Charles Health System to address emerging health care needs in our region and contribute to exceptional patient care at our hospitals. We value your partnership with us and trust the following information will be of value.

Planned Giving is any gift that requires an agreement between the donor and St. Charles Foundation that authorizes what, when, and how a gift is given. Planned giving supports St. Charles Foundation while also helping you achieve some of your personal, financial, and estate planning goals.

Examples of Planned Giving include:

  • Estate Plans, including trusts that provide income to you for life
  • Bequests
  • Gifts of Stock and other Appreciated Assets
  • Memorial Gifts
  • Endowment Gifts

How Can I...? and Planned Giving Factors are introductory pages about planned giving. Planned Giving Options provides some basic information about a variety of planned giving opportunities.

legal name and Tax ID numberIf you have already included St. Charles Foundation in your estate plans, please let us know by calling us or filling out our declaration of intention form. We would enjoy the opportunity to thank you and would like to make sure your intentions are carried out properly. If you have not written a will yet, regardless of your charitable intent, please consider this.

link to News and Information page 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).


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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. 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 Planned Giving section has been developed for St. Charles Foundation by Future Focus. Please report any problems to webmaster. .