The Peterson Health Foundation offers a range of giving options to help donors make a meaningful impact on healthcare in Texas Hill Country. Whether you’re an existing supporter or exploring ways to provide for the first time, our team guarantees your contributions align with your goals while supporting the life-changing work at Peterson Health.

Bequests

Including the Peterson Health Foundation in your estate plans is a powerful way to make a lasting impact on the health and well-being of the Texas Hill Country community. A bequest guarantees your values live on, providing critical support for exceptional healthcare services and programs that touch countless lives.

A bequest allows you to:

• Reduce your family’s tax burden, ensuring they benefit from your thoughtful planning.
• Secure an estate tax charitable deduction, optimizing the financial impact of your gift.
• You can make a meaningful impact on future generations by helping to sustain and enhance healthcare for your neighbors and loved ones.

How it works: Creating a bequest is simple and flexible. Work with your attorney to outline your wishes in your estate plan or beneficiary designation forms. Regardless of size, every bequest can transform lives and guarantee that Peterson Health continues to deliver outstanding care.

Donor-Advised Funds (DAFs)

A donor-advised fund (DAF) is an excellent way to make charitable giving simple, impactful, and meaningful for you and your family. It allows you to support causes close to your heart while creating a philanthropic legacy that spans generations.

With a DAF, you enjoy:

• Immediate charitable income tax deductions will give you financial benefits right away.
• Simplified annual giving, making it easy to manage your contributions.
• The opportunity to involve family in your giving journey, instilling the values of generosity and community support.

How it works: Establish your DAF by making an irrevocable gift of cash or appreciated stock. Then, through your DAF provider’s tools, recommend grants to the Peterson Health Foundation and other nonprofits. This approach combines flexibility and control, empowering you to make a lasting difference in your community while managing your giving on your terms. With a DAF, your generosity can become a cornerstone of your legacy.

IRA Charitable Rollovers

If you’re 70½ or older, an IRA charitable rollover is an innovative and impactful way to give back to your community while reducing your taxable income. Transferring funds directly from your IRA can support Peterson Health’s mission without increasing your adjusted gross income. Gifts up to $105,000 may qualify, making this an ideal option for seniors looking to fulfill their required minimum distribution (RMD) while supporting a cause they care deeply about.

How it works: Contact your IRA plan administrator to arrange a direct transfer to the Peterson Health Foundation. This tax-efficient giving option helps you make a meaningful difference in the lives of others while enjoying the financial benefits of reduced taxable income.

Gifts of Stocks and Bonds

Donating appreciated securities, such as stocks and bonds, is a simple and tax-advantaged way to support the Peterson Health Foundation. By gifting securities directly, you may avoid capital gains taxes while making a meaningful impact.

How it works: Transfer your stocks or bonds to the foundation. This streamlined process maximizes your gift’s value while providing potential tax benefits.

Beneficiary Designation Gifts

Designating Peterson Health Foundation as a beneficiary of your unused retirement assets, like an IRA or 401(k), is an excellent way to support our mission. These gifts are often tax-free and guarantee your legacy lives on.

Benefits:

• Simplify estate planning.
• Maximize tax advantages for your heirs.
• Support meaningful causes.

How it works: Complete a beneficiary designation form with your retirement plan administrator, naming Peterson Health Foundation as the beneficiary.

Charitable Gift Annuity

A charitable gift annuity allows you to contribute significantly to Peterson Health Foundation while receiving fixed payments for life. This gift provides financial security and supports our mission.

Benefits:

• Fixed lifetime payments, some of which may be tax-free.
• Immediate charitable income tax deduction.
• Meaningful support for Peterson Health Foundation’s work.

How it works: Transfer cash or appreciated assets to the foundation. In return, you’ll receive fixed payments for life and enjoy tax benefits.

Charitable Trusts

Charitable trusts allow you to achieve both your philanthropic and financial goals. Popular options include:

• Charitable Remainder Trusts (Annuity or Unitrust): Provide income for you or your beneficiaries, with the remaining assets benefiting Peterson Health.
• Charitable Lead Trusts: Support Peterson Health first, with the remainder returning to your heirs.

How it works: Consult your attorney to establish the trust that best suits your needs and charitable objectives.

Gifts of Real Estate

Donating real estate, whether a home, vacation property, farmland, or commercial building, is a powerful way to make a difference. Your gift can help fund vital healthcare services while providing significant tax advantages.

How it works: Transfer ownership of your property to Peterson Health Foundation, either outright or as part of your estate plan.

Gifts of Business Interests

As a business owner, you can contribute to our mission by donating corporate stock, assets, or interests in your company. These gifts provide valuable tax benefits and allow you to support the community while achieving your philanthropic goals.

How it works: Work with your financial advisor to structure the gift to benefit your business and the Peterson Health Foundation.

Insurance Policies

Do you have a life insurance policy that has outlived its purpose? Consider donating it to the Peterson Health Foundation. This is an excellent way to contribute significantly without affecting your current assets.

How it works: You can transfer ownership of the policy or designate Peterson Health Foundation as a beneficiary to support healthcare in Texas Hill Country.

Build a Healthier Future with Peterson Health Foundation

Every gift, large or small, helps us deliver exceptional healthcare to Kerrville, Fredericksburg, Comfort, Bandera, and beyond. Your generosity strengthens our ability to provide compassionate care for all who need it.

Explore how to create a legacy supporting life-changing healthcare in Texas Hill Country. Contact us today to discuss the giving option that’s right for you. Together, we’ll build a healthier future for generations to come.