Welcome to charitable gift and estate planning!
Thank you for your interest in learning more about making an estate or
planned gift to Children's Hospital and Health System. Planned gifts are a wonderful way to leave a legacy through your estate and at the same time benefit you personally. Our hope is to provide you with helpful information.
Whether you are in the process of updating your estate plan, or just beginning, there is a variety of charitable tools available to meet your financial and philanthropic goals. We encourage you to explore our Web site and learn about the various gift-giving options.
A gift through your estate can be as simple as a bequest to the health system in your will or trust, or a beneficiary designation of a life insurance policy, retirement plan or financial account. You may find life-income gifts, such as a charitable gift annuity or a charitable remainder trust a good choice, providing you with immediate tax savings and annual income for you and/or your spouse or other loved one.
The types of gifts you make with your estate can make a difference to your family, friends and the charities you support. Whether married, widowed, divorced or never married, you need to plan for the future and the legacy you will leave behind.
Our staff is here to assist you in any way we can. We would be happy to explore the best choices for you and work with your attorney or financial advisor if you decide to make a planned gift to benefit Children's Hospital and Health System.
If you're considering a gift and would like more information, complete the information request form or call us at (414) 266-6121, toll-free at (888) 543-7233 or e-mail Kelly Sachse, planned giving director, at ksachse@chw.org.
As with all estate decisions, please consult an attorney, a tax professional or an investment professional for advice before finalizing your gift choice.
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