Now that the holiday season is over, many of us are setting new goals and resolutions for the New Year.
As we start 2024, we encourage you to nurture the causes and people you love.
Planned giving through legacy tools can have a lasting impact on future health care needs while helping you achieve your financial goals. It allows you to have control over how you want your life’s work and values to be honored and remembered. With the right planning tools, you can set solid financial goals to receive charitable income tax deductions and other tax benefits.
Estate planning is a thoughtful action that puts you one step closer to achieving your goals, taking care of yourself, and finding peace of mind. It’s also an excellent way to support the causes you love.
Here are two ways you secure the future of our community through CoxHealth.
Join the Ellen Burge Legacy Society
The Ellen Burge Legacy Society is named in honor of Ellen Burge, who generously donated her duplex in 1906, which became the first home for CoxHealth and Springfield’s second hospital.
You can become a member of the Ellen Burge Legacy Society by including CoxHealth Foundation as a beneficiary in your will, trust or estate plan. Simply provide us with the cover page and beneficiary section indicating you have remembered us in your will, trust, retirement plan, life insurance policy, financial account or title of specific property.
Becoming part of this special legacy group includes the following benefits:
- A special Induction Package
- Your name listed on the Donor Wall at Cox South
- A personalized engraved award, certificate and lapel pin.
- VIP invitations to exclusive CoxHealth special events.
Donor-advised Funds
Similar to a charitable investing account, a donor-advised fund, or DAF, is used exclusively to support causes that are important to you. Many parents find that a DAF is a useful tool that can encourage philanthropy by allowing their children to recommend future gifts to non-profits from the DAF. Learn more about DAF here.
If you have a donor-advised fund, please consider making a grant recommendation to CoxHealth Foundation. Your gift will support world-care class health care in the Ozarks and help us support emerging health care needs for our communities.
