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Foundation Menu Planned Giving Home Easy Gifts Wills and Living Trusts Beneficiary Designations Give From Your IRA Income Gifts Charitable Remainder Trusts More Ways to Give Appreciated Securities Real Estate Memorials and Tribute Gifts Endowed Gifts Charitable Lead Trusts Resources & More Gift Illustrator Your Planning Library Personal Estate Planning Kit Bequest Language Planning Toolkit Legacy Society Community Stories For Professional Advisors Contact Us Donate Make a Big Impact With a Future Gift When you include EvergreenHealth Foundation in your estate plan, your generosity helps us provide high-quality care to everyone in our community . Thank you for ensuring that the Foundation can impact those we serve well into the future. Already included us in your estate plan? Let Us Know You Decide How You Give. Start Here. Uncover the giving option that works best for your goals. Giving Amount Under $25,000 $25,000 to $99,999 $100,000 to $999,999 $1 million or more Under $25,000 The most popular options for a gift in this range: Gift of Cash Outright Gift of Appreciated Securities Gift in Your Will or Living Trust Beneficiary Designations $25,000 to $99,999 The most popular options for a gift in this range: Gift of Cash Outright Gift of Appreciated Securities Gift in Your Will or Living Trust Beneficiary Designations $100,000 to $999,999 The most popular options for a gift in this range: Outright Gift of Appreciated Securities Gift in Your Will or Living Trust Beneficiary Designations Outright Gift of Life Insurance Charitable Remainder Trust Charitable Lead Trust $1 million or more The most popular options for a gift in this range: Outright Gift of Appreciated Securities Gift in Your Will or Living Trust Beneficiary Designations Charitable Remainder Trust Charitable Lead Trust Age Under 40 40-54 55-69 70+ Under 40 The best gift options for you: Gift of Cash Outright Gift of Appreciated Securities Gift in Your Will or Living Trust Beneficiary Designations 40-54 The best gift options for you: Gift of Cash Outright Gift of Appreciated Securities Gift in Your Will or Living Trust Beneficiary Designations 55-69 The best gift options for you: Outright Gift of Appreciated Securities Gift in Your Will or Living Trust Beneficiary Designations Real Estate Charitable Remainder Trust Charitable Lead Trust 70+ The best gift options for you: Outright Gift of Appreciated Securities Gift in Your Will or Living Trust Beneficiary Designations Smart Giving From Your IRA Outright Gift of Life Insurance Real Estate Charitable Remainder Trust Charitable Lead Trust Assets Cash Appreciated Securities Retirement Plan Assets Life Insurance Real Estate Cash Most popular ways to give this asset: Gift of Cash Gift in Your Will or Living Trust Charitable Remainder Trust Charitable Lead Trust Appreciated Securities Most popular ways to give this asset: Outright Gift of Appreciated Securities Gift in Your Will or Living Trust Charitable Remainder Trust Charitable Lead Trust Retirement Plan Assets Most popular ways to give this asset: Beneficiary Designations Smart Giving From Your IRA Charitable Remainder Trust Life Insurance Most popular ways to give this asset: Outright Gift of Life Insurance Beneficiary Designations Real Estate Most popular ways to give this asset: Real Estate Gift in Your Will or Living Trust Charitable Remainder Trust Charitable Lead Trust Our Top Resource This comprehensive estate planning kit will help you protect loved ones, organize everything in one place, and save on taxes. Download My Kit Sample Language for Your Will Get the legal language to share with your attorney to make a gift in your will or living trust. Federal tax ID number: 91-1519430 Get Sample Language Join Our Legacy Society Make a gift for the future of the Foundation and become a valued member of our Legacy Society. Join Now 3 Must-Have Resources These free guides can help you secure the future for the people and causes you care about. Free Resources What’s New? Bequest Language for a Gift In Your Will View All Articles Not Sure How to Begin? To get started, answer a few simple questions . Not Sure How to Begin? I am most interested in making a gift to EvergreenHealth Foundation that: Question 1 Option 1 Allows me to see my gifts in action during my lifetime. Question 1 Option 2 Leaves a legacy at EvergreenHealth Foundation and will benefit our mission after my lifetime. The financial benefit that most interests me is: Question 2 Option 1 Obtaining an income tax deduction. Question 2 Option 2 Eliminating or reducing capital gains tax. Question 2 Option 3 Giving without affecting my disposable income. Question 2 Option 4 Creating a secure financial future for my family. The financial benefit that most interests me is: Question 3 Option 1 Receiving regular payments for myself, my spouse, or a loved one. Question 3 Option 2 Retaining flexibility and control of my assets. Question 3 Option 3 Saving on estate taxes. Question 3 Option 4 Obtaining an income tax deduction. You should consider: An outright gift of cash An outright gift of appreciated securities An outright gift of real estate An outright gift of tangible personal property You should consider: A gift of appreciated securities A gift of appreciated real estate A gift of appreciated tangible personal property You should consider: A gift of appreciated securities A gift of real estate A gift of life insurance A gift of tangible personal property You should consider: Creating a charitable lead trust You should consider: Creating a charitable remainder trust You should consider: A gift in your will or living trust Naming us beneficiary of your retirement plan assets, life insurance, bank accounts, or investment accounts A gift of a retained life estate You should consider: A gift in your will or living trust Naming us beneficiary of your retirement plan assets, life insurance, bank accounts, or investment accounts Creating a charitable remainder trust A gift of life insurance You should consider: A gift of life insurance A retained life estate Creating a charitable remainder trust Have a Question? Our planned giving team would be happy to speak with you in confidence, with no obligation. Contact Us Create a safe and secure estate plan. Free! Federal tax ID number: 91-1519430 © 2024 EvergreenHealth Foundation EvergreenHealth Foundation, MS-5, 12040 NE 128 TH St., Kirkland, WA 98034 Facebook Twitter LinkedIn ‣ Vimeo Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. California residents: Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. Oklahoma residents: A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. South Dakota residents: Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance. I Have a Question Let us know your questions. I Have a Question Comments Name Name is required Email Address Please include an ’@’ in the email address Submit Thank You for Contacting Us Someone from EvergreenHealth Foundation will be in contact with you soon. If you need to speak to us immediately, please call us...