Gift Calculator

A- A+

Gift Calculator

Bookmark and Share

There are a number of ways for you to make a gift to the Memorial Health System and still secure a valuable source of income for yourself or your loved ones. In exchange for an irrevocable gift of cash or securities, you can receive income for life or for a specific number of years. In addition, you may receive an income tax reduction and avoid capital gains tax if you establish your gift with appreciated securities.

Use our Planned Giving Calculator for a personal illustration of how life-income gifts can work for you. 

Use a Life Income Gift to Care for Loved Ones

A life income gift is one in which you first donate assets to Marietta Memorial Health Foundation.  In exchange, you receive payments for the rest of your life or a term of years.  At your death or end of the gift term, remainder of the assets pass to Marietta Memorial.

Typically, donors establish life income gifts to supplement their own incomes or those of immediate family.  But payments can be directed to other persons for the rest of their lives or term of years.

Life income gifts are a powerful way to honor individuals and charitable organizations, such as Memorial Health System, that have contributed greatly to your life.  Donors receive a valuable tax deduction regardless of whether he or she keeps the income.

Any of several types of life income gifts are appropriate.  The arrangements are particularly effective if funded with assets you no longer rely on, which have appreciated significantly and which produce a low yield:

  • Charitable Remainder Annuity Trust: Your trust pays a fixed dollar amount each year to you or others you name for life or a term of years. The remaining assets then go to charity.
  • Charitable Remainder Unitrust: Your unitrust pays a fixed percentage of its value, determined each year, to you or others you name for life or a term of years. The remaining assets then go to charity.
  • Charitable Lead Unitrust: Your unitrust pays a fixed percentage of its value, determined each year, to charity for a term of years or one or more lifetimes. The accumulated assets then go back to you or others you name.
  • Charitable Lead Annuity Trust: Your trust pays a fixed dollar amount each year to charity for a term of years or one or more lifetimes. The accumulated assets then go back to you or others you name.
  • Gift Annuity: In exchange for your gift to charity, you or 1-2 other annuitants receive a fixed sum each year for life.
  • Deferred Gift Annuity: In exchange for your gift to charity, you or 1-2 other annuitants receive a fixed sum each year for life starting at the date of first payout.
  • Pooled Income Fund: Your gift is pooled in a fund with gifts from other donors. You or others you name receive your gift's share of the income the fund earns each year for life. Your gift's share of the fund then goes to charity.

Click here to use our gift calculator.

Memorial Health System’s Accreditations & Awards
Memorial Health System
401 Matthew Street, Marietta, OH 45750
(740) 374-1400
© 2017, Memorial Health System.
Belpre Campus ER min
Marietta Memorial ER min
Selby ER min
Physicians Care Express-Marietta min
Physicians Care Express-Belpre min
Back to Top