Planned Giving

How it works

• Include a bequest to AFSH in your will or trust.
• Make your bequest unrestricted or direct it to a specific purpose.
• Indicate a specific amount a percentage of your estate or a portion of the balance remaining in your estate or trust.

Benefits

• Your assets remain in your control during your lifetime.
• You can modify your bequest to address changing circumstances.
• You can direct your bequest to a particular purpose (restrictions may apply; contact us to discuss)
• Under current tax law there is no upper limit on the estate tax deduction for your charitable bequests.

• You want to help ensure the future viability and strength of the AFSH.
• Long-term planning is more important to you than an immediate income-tax deduction.
• You want the flexibility of a gift commitment that does not affect your current cash flow.

Give a policy you no longer need to the Hand Foundation. 

How It Works

• You transfer ownership of a paid-up life insurance policy to the AFSH.
• The Hand Foundation cashes the policy now or maintains it and receives the death benefit later.
• Make your gift by naming the AFSH as the irrevocable owner and beneficiary of a paid-up insurance policy on your life (this arrangement makes the gift complete in the eyes of the IRS).

Benefits

• You will receive an immediate charitable deduction for your gift. It will be the lesser of the policy's fair market value or the total of your net premium payments.
• You gain the satisfaction of making a significant gift to the Hand Foundation without adversely affecting your cash flow.

Make the AFSH the beneficiary of a Life Insurance Policy or the beneficiary of a will and join the AFSH Heritage Society! To enroll, complete our online Notice of Intent form. 

Thank You, Heritage Society Members!

Julie E. Adams MD
James R. Boatright MD
William P. Cooney MD
Blair C. Filler MD
Thomas J. Fischer MD
Robert J. Foster MD
David P. Green MD
Warren C. Hammert MD
Richard S. Idler MD
L. Scott Levin MD FACS
Graham D. Lister MD
Edward A. Nalebuff MD
William L. Newmeyer MD
Vincent D. Pellegrini Jr. MD
Dennis B. Phelps MD
William H. Seitz Jr. MD
John H. Smith Jr. MD
Scott P. Steinmann MD
James W. Strickland MD
Julio Taleisnik MD
James R. Urbaniak MD
E. F. Shaw Wilgis MD