Protect Your Assets
You can benefit from the tax savings that result from supporting Legacy Health without giving up the assets that you'd like your family to receive someday with a donation in the form of a charitable lead trust.
There are two ways that charitable lead trusts make payments to Legacy Health:
A charitable lead annuity trust pays a fixed amount each year to Legacy Health and is more attractive when interest rates are low.
A charitable lead unitrust pays a variable amount each year based on the value of the assets in the trust. With a unitrust, if the trust's assets go up in value, for example, the payments to Legacy Health go up as well.
Calculate Your Benefits
Submit a few details and see how a charitable lead trust can benefit you.
An Example of How It Works
George would like to support Legacy Health and provide for his children. George received a windfall amount of income and needs a large income tax deduction to offset the income. Following his advisor's recommendation, George funds a grantor charitable lead annuity trust with assets valued at $1,000,000. George's trust pays $70,000 (7 percent of the initial fair market value) to Legacy Health each year for 15 years, which will total $1,050,000. After that, the balance in the trust reverts back to George. He receives an income tax charitable deduction of $854,311. Assuming the trust earns an average 6 percent annual rate of return, George receives approximately $767,240 at the end of the trust term.
*Assuming annual payments and a 3.2 percent charitable midterm federal rate.
- Contact Kathy Hostetler at 503-276-9496 or email@example.com to talk about supporting Legacy Health by setting up a charitable lead trust.
- Seek the advice of your financial or legal advisor.
- If you include Legacy Health in your plans, please use our legal name and federal tax ID.
Legal Name: Legacy Health
Address: P.O. Box 4484 Portland, OR 97208
Federal Tax ID Number: CARES Northwest 93-1314469
Emanuel Medical Center 46-5562403
Good Samaritan Foundation 23-7017276
Legacy Health Foundation 46-5562403
Meridian Park Medical Foundation 93-0773410
Mount Hood Medical Center Foundation 93-0794951
Randall Children’s Hospital Foundation 93-1314469
Salmon Creek Hospital Foundation 83-0433165
Silverton Health Foundation 93-00913392
See which type of charitable trust best fits your estate plan with the FREE guide Choose From 2 Win-Win Ways to Donate.View My Guide