Gifts That Pay You Income

You can help improve outcomes for our patients while earning an income from your gift.

Charitable Gift Annuities

Charitable Gift Annuities (CGAs) are a great way to make a lasting difference for patients and their families while receiving tax-favorable income for you, your spouse and your children. Many donors like charitable gift annuities because they provide a steady stream of income while making a significant impact.

Benefits to you include:

Payments can be made as you prefer on an annual, quarterly or monthly basis
A portion of the payout will be tax-free.
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You receive an immediate tax receipt for a portion of your gift.

Your gift passes to Peterson Health Foundation outside of the estate process.

You create your legacy of elevating health care close to home.

Charitable Remainder Trusts

With a charitable remainder trust, you and your family can receive income for life (or a term of years) while reducing your taxes and supporting Peterson Health Foundation.

By using assets or cash to fund the trust, you can receive income and a charitable tax deduction the year you set up the trust. You or your loved ones, like your children, will then receive payments for life or a term of years. The remaining portion of the trust, after all payments have been made, then comes to Peterson Health Foundation.

Benefits to you include:

You receive income for life for you or your heirs.
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You receive a charitable income tax credit for the charitable portion of the trust.

You create your legacy of compassionate care.

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