Planned giving

Have you included Spectrum Health in your estate plans?

Happy elderly couple

Deciding how to divide your assets among family, friends and charity at the end of life is a matter of the heart. A will or trust is a personal expression of giving and there are many ways that your legacy wishes can be arranged. A planned gift requires careful thought with your family and other professional advisors. These kinds of gifts can potentially offer substantial tax advantages in the areas of income, estate and capital gains taxes. In some cases, planned gifts may provide additional income for you and your named beneficiaries. Our staff is available to work with you and your advisors in confidence and without obligation to help you explore the best method of giving to suit your unique individual circumstances.

Gifts through your estate

Planning your legacy is something that takes careful consideration. Adding a planned gift to your estate plan allows you to make a meaningful gift, while still retaining control and use of your assets for the rest of your lifetime. Below are some of the easiest ways to make a legacy gift.

Bequest Gifts through Will or Living Trust
Beneficiary Designations

Estate Planning

Contact our planned giving team

If you would like to learn more about how to include us in your estate plans, we would love to hear from you.

Elderly Couple

Gifts you can make today

Gifts of Cash
Gifts of Stock & Appreciated Securities
IRA Gifts (IRA Charitable Rollover)
Donor Advised Funds (DAF)
Foundation Giving
Charitable Lead Trusts (CLT)

Resources for professional advisors

We value and appreciate the wealth of expertise that you bring to your clients and want to support your efforts in providing them resources and counsel when it comes to their philanthropic planning. Our goal is to help keep you – for the benefit of your clients - informed of and inspired by the work happening at Spectrum Health and Helen DeVos Children’s Hospital.

Professional Advisors

Art of Giving Society

The Art of Giving Society recognizes individuals who have made gifts to Spectrum Health Foundation and/or Helen DeVos Children’s Hospital Foundation through their charitable estate planning, or who have established a named endowed fund.

Planned giving stories of impact

Contact us

If you would like to learn more about how to include Spectrum Health or Helen DeVos Children’s Hospital in your charitable estate planning, or if you intend to/have already remembered the hospital in your plans, we would love to hear from you.

Kristin Long MPA, CFRE, CAP®
Kristin.Long@spectrumhealth.org
616.486.6590

We are here to help and share the many ways you can make a difference through your philanthropy, now and in the future.

Disclaimer and tax information:
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Spectrum Health Foundation, including Helen DeVos Children’s Hospital Foundation, has 501(c)(3) non-profit tax-exempt status. Our federal Tax ID number is #38-2752328.

Information contained herein was accurate the time of posting and is taken from sources believed to be reliable. The information on this website is not intended as legal or tax advice; for such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. You are encouraged to seek the advice of your financial planner, attorney, and/or tax advisor to make certain a contemplated gift aligns with your overall circumstances and planning. All conversations are confidential; no obligations are associated with these conversations.