Witham Health Services
 


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Goals and Benefits


Use the following table to identify your charitable goals and the benefits associated with utilizing a planned or deferred gift vehicle to make your contribution to the Witham Health Services Foundation.

 Your Goals

 Your Strategy

 Your Benefits

Maximize your deduction; minimize the gift details Use cash to make your gift to the Witham Health Services Foundation Claim your deduction against a larger portion on your adjusted gross income and make an immediate impact on Witham Health Services
Afford a larger gift to the Witham Health Services Foundation - and avoid capital gains liability Give appreciated stock or bonds held over one year Buy low and give high - make a gift that costs you less than the benefit it delivers to Witham Health Services, while avoiding capital gains tax
Make a gift for Witham Health Services' future that doesn't affect your cash flow or portfolio now Put a bequest in your will (cash, specific property, or a share of the estate residue) Today - a gift that costs you and your family nothing. Tomorrow - an estate tax deduction
Retain income benefits from the assets you give to the Witham Health Services Foundation - thus affording a larger gift Create a charitable gift annuity Receive income for your lifetime; receive a charitable deduction; and diversity your holdings
Reduce high tax liability now; gain additional income later Establish a deferred gift annuity A larger deduction and a higher income rate than other life-income gift offer
Tap one of the most valuable assets in your portfolio to make a gift to the Witham Health Services Foundation Use real estate to make your gift to the Witham Health Services Foundation Avoid capital gains tax, receive and income tax deduction - and have the option of a gift that doesn't affect your lifestyle
Locate an overlooked asset that you can easily give to the Witham Health Services Foundation Name the Witham Health Services Foundation as beneficiary of your retirement plan; leave other assets to your family Eliminate income tax on retirement plan assets; free up other property to pass to your heirs
Make an endowment gift from income rather than capital Create a new life insurance policy, or donate a paid-up policy whose coverage you no longer need Increase your ability to make a significant gift to the Witham Health Services Foundation


Questions? Please contact:
Witham Health Services Foundation
2705 N. Lebanon Street, Suite 115
Lebanon, IN  46052
Phone: 765-485-8112
Fax: 765-485-8139
foundation@witham.org








© 2014 Witham Health Services | 2605 N. Lebanon Street | Lebanon, IN 46052 | (765) 485-8000