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Gifts to Carondelet Foundation
Gifts are used to advance the mission of CHN, to help purchase
equipment, enhance facilities, expand services, fund staff
education and to reach out to meet the health care needs of our
communities throughout southern Arizona. Gifts to Carondelet
Foundation are deductible for tax purposes to the full extent
allowed by the law.
Following are brief descriptions of gift designations and
different types of gifts that you can make to Carondelet
Foundation. For more detailed information, click on the links
provided.
GIFT DESIGNATIONS
Unrestricted
Donors may make unrestricted to support the healing ministry of
Carondelet Health Network. These gifts are used to support
the programs and services aimed at meeting the communities most
critical health needs.
Restricted
Donors may specify a particular purpose or area for their
donations. Please call the Foundation Office to identify a viable
area or purpose.
GIFT TYPES
Outright Gifts
Immediate gifts are the simplest form of support for Carondelet Health
Network and can be put to use immediately. Cash gifts are
deductible up to 50 percent of your adjusted gross income for the
tax year. Any excess is deductible over the next five years.
Cash gifts consist of cash, checks, money orders, bank drafts,
electronic fund transfers and credit cards. To establish an
electronic fund transfer or credit card gift, contact Carondelet
Foundation for specific information.
You can download our donation form in Acrobat Reader format or in
text format.
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Tribute Gifts
…To Remember
Your gift in memory of a loved one is a lasting memorial. At a
time of loss and sadness, it is a way for you to show love and
respect, and to offer hope for the future. Your memorial gift to
the Foundation is a meaningful remembrance. You can invite others
to give by including these words in the obituary notice:
“In lieu of flowers, contributions may be made to Carondelet
Foundation, 120 N. Tucson Blvd., Tucson, AZ 85716-4740.”
…To Honor
You can make a tribute gift to recognize a special
occasion or accomplishment such as a birthday, marriage,
graduation, or recovery from illness. You can express your
thoughtfulness at holiday time, a wedding anniversary or the birth
of a child. These gifts may bestow an honor on a caring,
compassionate physician or nurse, and employers could use them to
recognize employees on special occasions.
Tribute Gift Acknowledgement
We will acknowledge each memorial or tribute gift with a card sent
to the person, or to the family of the person, in whose name the
gift was given. Gift amounts remain confidential.
As the donor, you will receive a separate acknowledgement as all
gifts to Carondelet Foundation are tax deductible to the extent
permitted by law.
You can download our donation form in Acrobat Reader format or in
text format.
Gifts of Personal Property
Carondelet Foundation can accept personal property (e.g., real
estate, jewelry, equipment, art, etc.) if it directly supports the
mission of Carondelet
Health Network and/or can be readily converted to cash. For more
information, please contact Carondelet Foundation at 520-873-5000.
Matching Gifts
Many corporations will match in full or partially any charitable
gifts made by their employees. If you or your spouse qualifies,
your gift may be matched by your employer thereby doubling its
value to Carondelet Health Network. For more information, contact
your Employee Relations/Human Resources Office about eligibility
and how to request a matching gift.
PLANNED GIFTS / ESTATE GIFTS
Donors often include Carondelet in their estate and financial
plans. These gifts provide for the mission of Carondelet Health
Network well into the future. Planned gifts offer tax
and income advantages to donors and benefit Carondelet.
For example, gifts of long-term, appreciated property and
retirement assets may allow donors to avoid paying capital gains
and other income taxes while contributing the full value of their
asset. Other gifts, such as charitable remainder trusts, gift
annuities and gifts to Carondelet Foundation's pooled income fund,
allow beneficiaries to receive a lifetime of income in return.
Stocks, Bonds or Mutual Fund Shares
Gifts of appreciated securities may allow the donor to avoid
capital gains tax.
click here for additional information
Bequests
Carondelet may be named as a beneficiary in your estate plan
as a full or partial beneficiary. For many donors, gifts made
through their wills are the best way to make substantial
contributions to Carondelet. With a bequest, you can make a
substantial gift upon your death while retaining your assets
during your lifetime and may eliminate or reduce federal estate
taxes.
If you would like to notify Carondelet Foundation of your
intentions and be recognized for your intended gift, please
complete our Estate Gift Intention Form and mail to Carondelet
Foundation, 120 N. Tucson Blvd., Tucson, AZ 85716-4740 or call the
Foundation office at 520-873-5000.
Charitable Gift Annuity / Deferred Charitable Gift Annuity
Gifts of appreciated securities or other
assets may be used to establish a Charitable Gift Annuity. The
donor and a second beneficiary will receive annuity payments for life and
will generate a tax deduction for the donor. Income payments may
be deferred for a determined length of time.
click here for additional information
Charitable Remainder Unitrust or Annuity Trust
Gifts of appreciated securities or other
assets may be used to establish a Charitable Remainder Unitrust or
Annuity Trust. The donor (or other named beneficary) may receive
payments for life and the donation will generate a tax deduction.
click here for additional information
Life Estate Gift
Deed your home to Carondelet Foundation while retaining residence
in the home with survivor rights and receive a current charitable
tax deduction.
click here for additional information
Life Insurance
If you own a life insurance policy, you may be able to name
Carondelet Foundation as owner of a life insurance policy or as
beneficiary of a percent of a policy.
click here for additional information
Beneficiary on Account
Name Carondelet Foundation as a TOD (Transfer on Death) or POD
(Payable on Death) beneficiary on bank or retirement accounts.
click here for additional information
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