Planned Giving
Leaving a Lasting Legacy to Grady
Since 1892, Grady has been there for all who walk through our doors. By making a planned gift, you ensure that we will continue to impact lives in our community for generations to come. Whatever your financial objectives, there are a variety of planned gift vehicles that will help ensure a brighter future for Grady and our community while also providing attractive income and estate tax savings.
Plan a Gift to Grady Health Foundation
Retirement Assets
Donating an IRA or other retirement funds offers income and estate tax benefits. Contact your plan administrator or update your beneficiary online to make this tax-wise gift.
Life Insurance
Life insurance can be a powerful way to give. You can name Grady a beneficiary, donate and existing policy or buy a new policy to donate, all excluded from your taxable estate.
Real Estate
You can donate a residence, vacation home, apartment building, commercial property or land, and retain lifetime use of the property while gifting it to Grady posthumously.
Donor Advised Funds
If you currently have a donor advised fund, or if you plan to establish one in the future, please consider making provisions for said fund to continue supporting Grady beyond your lifetime.
Bequests
You can make a meaningful gift without affecting your current assets by donating stock, real estate or leaving funds from your estate to Grady. You can also leave a fixed dollar amount or a percentage of your estate to Grady. If you have already prepared your will, your attorney can easily include Grady as a beneficiary by adding a codicil.
Sample bequest language:
“I give to Grady Health Foundation, a nonprofit corporation currently located at 191 Peachtree Street NE, Suite 820 Atlanta, GA 30303-1740, Tax ID: 58-2130437 or its successor thereto, ______________* [written amount or percentage of the estate or description of property] as directed in the gift agreement(s) documented with Grady Health Foundation, Inc.”
You might choose to insert one of the following in the blank space:
• "xx percent of my adjusted gross estate"
• "xx percent of my residuary estate”
• "all the rest, residue and remainder of my estate"
• "the sum of xxx dollars"
When including Grady in your plans, please use the following:
Legal Name: THE GRADY HEALTH FOUNDATION, INC.
Incorporated in: Atlanta, Georgia
Federal Tax ID: 58-2130437
Gifts may be for general purposes or may be restricted. If restricted, please describe said restrictions and include the following: “The Board of Directors of the Grady Health Foundation, in its sole discretion, may modify the purposes of this gift if these purposes become obsolete, impractical or inconsistent with the mission of Grady Health System.”