Retirement planning and planned giving are interrelated. By utilizing planned gifts, a donor can obtain financial benefits to assist with retirement. Similarly, retirement plans can be used to philanthropically benefit the mission of the Central DuPage Health Foundation. Planned gifts fall into three general categories:

1. Outright Gifts—The Foundation has immediate use of donated assets, such as securities, tangible personal property, and some real estate.

2. Bequests—The donor uses or controls the asset during his or her lifetime and the Foundation receives the asset at the donor’s passing.

3. Life Income Gifts—The donor makes a gift today and receives a stream of income for life. Upon the donor’s passing, the Foundation has use of the remainder of the gift.

Planned giving is attractive to donors for many reasons. With a planned gift, donors can often give larger gifts than they thought possible and can:

• receive a stream of income for life
• often increase the yield they receive from their investments
• benefit from a charitable income tax deduction
• reduce or eliminate capital gains taxes or estate taxes

The benefits of planned giving provide the charity-minded donor with reasons to act sooner rather than later. For more information please contact the Central DuPage Health Foundation at 630-933-6644. We look forward to assisting you with your gift planning needs.

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