Planned Giving

Give From Your IRA

Support care that heals the body, eases the mind, and ministers to the spirit with a gift from your IRA.

Are you age 70½ or older? Do you have an IRA account? After saving for years, you may find you don't need all the money that has accumulated, or don't need income from your IRA right now. If so, tapping your IRA account for a gift to AdventHealth Hendersonville might work for you. Your gift helps ensure that exceptional care - provided with uncommon compassion - is available to all.

Federal law permits you to make a direct transfer from your IRA account to a charity, like AdventHealth Hendersonville. It's called a Qualified Charitable Distribution or "QCD." A regular IRA withdrawal is included in your taxable income. QCDs aren't counted in that income and you don't have to itemize your taxes to enjoy the tax savings. There are some guidelines to keep in mind:

• You aren't required to withdraw IRA assets until age 72, but you can use a QCD to give as soon as you are 70½.
• Using QCDs, you can give up to $100,000 each year. If you file taxes jointly, your spouse can also give up to $100,000 from their IRA.
• QCDs count toward your required minimum distribution {RMD}. Giving more, but there's no carry over to next year's RMD.
• QCDs are excluded from taxable income, likely reducing the taxes you will owe.

Best of all, this is an easy way to give. Just notify your IRA administrator of the amount you wish to contribute and ask for a check to be mailed to AdventHealth Hendersonville Foundation, 100 Hospital Drive, Hendersonville, NC 28792.

Need to know more?

• Call us at Call828-681-2421.
• Email us at [email protected].
• Or click here to access a contact form.

Giving from your will, trust or retirement account.

It's easy to include a gift for AdventHealth Hendersonville in your will, trust or retirement account.

Include AdventHealth Hendersonville when you write your will or simply add a codicil to your existing documents. You can give a percentage of your estate, a specific amount, or simply what is left after meeting other obligations.

"I give and devise to AdventHealth Hendersonville Foundation {Federal Tax ID 59-2219301} all [or state an amount or percentage] of my estate, both real and personal, to be used for its general support [or for the support of a specific fund or program]."

On a retirement account such as an IRA, 401k or other plan, you can name AdventHealth Hendersonville as a beneficiary for all or a portion of your account.

• Request or download a beneficiary designation form for your retirement account.
• Designate AdventHealth Hendersonville Foundation (Federal Tax ID 59- 2219301} as sole, partial or contingent beneficiary.
• Sign and return the form to your plan administrator, and keep a copy for your files.

Making these plans doesn't change your ability to use these assets during your lifetime, or the provisions you've made for loved ones.

When you plan for a gift to AdventHealth Hendersonville, we want to thank and recognize you as a member of our Legacy Society. All you need to do is let us know about your charitable bequest, beneficiary designation or another gift plan. If you prefer to be anonymous, we'll keep a record of your gift intention.

When you're ready to let us know that you have made plans for a future gift to AdventHealth:

• Call us at Call828-681-2421.
• Email us at [email protected].
• Or just click here to access a contact form.

Whether for a loved one, caregiver, or a friend or partner in prayer, you can honor or memorialize someone special through a gift to AdventHealth Hendersonville Foundation. It's a touching way to show your gratitude on behalf of someone who has impacted your life.