Paoli Hospital | Compare Gift Plans

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Dr. Scott R. P. Janney, CFRE, RFC
Director of Planned Giving
530 One Radnor Corporate Center
100 Matsonford Road
Radnor, PA 19087

Email : JanneyS@mlhs.org
Phone: 484-580-4196

Gifts by Will or Living Trust Give to Paoli Hospital without affecting your cash flow during your lifetime.
Gifts of Retirement Plans Your retirement plan may be worth more when donated to the Hospital than to your heirs.
Gifts of Appreciated Securities The IRS allows you one of its most significant tax breaks for gifts of appreciated securities. Here's information on how to transfer these assets to the Hospital.
Gifts of Life Insurance Create a significant endowment for the Hospital without dipping into your capital assets.
Gifts of Real Estate Make a substantial gift to the Hospital through a transfer of residential, commercial or undeveloped real estate.
Gifts of Personal Property Donate books, artwork or equipment and secure an income tax deduction.

Charitable Gift Annuity Receive a fixed payout and significant tax benefits.
Deferred Gift Annuity Build retirement earnings by deferring the onset of annuity payments (recommended for younger donors).
Charitable Remainder Annuity Trusts Combine a charitable gift with a predictable fixed-income payout by placing your donation into an individually managed trust.
Charitable Remainder Unitrusts Choose from several options that best meet your personal financial situation.

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Charitable Bargain Sales This part-gift/part-sale transaction gives you a charitable deduction plus cash to purchase other property.
Retained Life Estate You can donate your home to the Hospital and continue to live there rent-free.
Charitable Lead Trusts Freeze the taxable value of your appreciating assets by using them to make gifts today and pass them back to family members later.