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Leave a Legacy Gift to St. Marys Health SystemPlease let us know that you have provided a planned gift for St. Marys Health System in your will, trust, pooled life income fund, life insurance policy,
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How to fill out planned givingsaint marys hospital

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To fill out Planned Giving for Saint Mary's Hospital, follow these steps:
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Start by gathering all the necessary information such as your personal details, contact information, and financial information.
03
Research and understand the different planned giving options available at Saint Mary's Hospital. These options may include bequests, charitable gift annuities, charitable remainder trusts, or life insurance policies.
04
Consult with a financial advisor or an estate planning professional to determine the best planned giving option based on your financial goals and circumstances.
05
Contact the development office or planned giving department at Saint Mary's Hospital to request the necessary forms and documents for planned giving.
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Take your time to carefully fill out the forms, providing accurate and complete information.
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Review the completed forms and make sure all necessary signatures are obtained.
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Submit the filled-out forms and any required supporting documents to the designated person or department at Saint Mary's Hospital.
09
Follow up with the hospital to ensure that your planned giving documentation has been received and processed correctly.
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Keep a copy of all the documents for your records.
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Consider periodically reviewing your planned giving arrangements to ensure they align with your changing circumstances and wishes.

Who needs planned givingsaint marys hospital?

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Planned Giving at Saint Mary's Hospital is suitable for individuals or families who:
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- Wish to leave a lasting legacy and make a significant impact on the hospital's future
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- Want to support the hospital's mission and contribute to its long-term sustainability
04
- Seek tax advantages or financial benefits through charitable giving
05
- Are passionate about healthcare and want to ensure quality medical services for future generations
06
- Have the financial capacity to make a planned gift, either during their lifetime or through their estate
07
- Desire to support specific programs, research, or initiatives at Saint Mary's Hospital
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- Want to honor the memory or pay tribute to a loved one through a charitable contribution to the hospital

What is Planned GivingSaint Mary's Hospital Foundation Form?

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Instructions for the Planned GivingSaint Mary's Hospital Foundation form

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Planned giving at Saint Mary's Hospital refers to the process of making charitable donations through financial plans, which may include bequests, trusts, or other planned arrangements that benefit the hospital in the long term.
Individuals and entities that wish to make formal planned gifts or donations to Saint Mary's Hospital are required to file planned giving documents as part of their estate planning and financial management strategies.
To fill out planned giving documentation for Saint Mary's Hospital, individuals should consult with a financial advisor or the hospital's planned giving department to ensure the correct forms are completed accurately and align with their charitable intentions.
The purpose of planned giving at Saint Mary's Hospital is to secure long-term funding for hospital initiatives, programs, and services, ensuring financial stability and enhancing patient care.
The information that must be reported includes the type of gift, the value of the gift, the donor's personal information, and any specific designations for the use of the funds.
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