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Keep Atrium Health thriving with your gift, take advantage of numerous tax and financial benefits, and leave a legacy to be remembered by future generations.

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Leave a Legacy of Hope

Plan your gift today, to make an impact tomorrow.

Support Atrium Health Foundation in a meaningful way. Keep us thriving with your gift, take advantage of numerous tax and financial benefits and leave a legacy to be remembered by future generations.

We want to hear from you:

Beth Braxton, Director of Development

(704) 355-4049 | Elizabeth.Braxton@atriumhealth.org

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Blended Gifts

There are many combination gift options that can make your giving go farther than a simple gift of cash or property.

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Bequests

You designate our organization as the beneficiary of your asset by will, trust or beneficiary designation form.

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IRA Rollover

Congress has enacted a permanent IRA charitable rollover. As a result you can make an IRA rollover gift this year and in future years.

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Donor Advised Funds

You fund a DAF and make charitable gift recommendations during your lifetime. When you pass away, your children can carry on your legacy of giving.

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Beneficiary Designation Gifts

You can designate us as a beneficiary of a retirement, investment or bank account or your life insurance policy.

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Charitable Remainder Unitrust

You transfer your cash or appreciated property to fund a charitable remainder unitrust. The trust sells your property tax free and provides you with income for life or a term of years.

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Charitable Remainder Annuity Trust

You transfer your cash or appreciated property to fund a charitable remainder annuity trust. The trust sells your property tax free and provides you with a fixed income for life or a term of years.

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Charitable Lead Trust

You fund a trust that makes gifts to us for a number of years. Your family receives the trust remainder at substantial tax savings.

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Sale and Unitrust

You give a portion of your property to us to fund a charitable remainder trust, when the property sells you receive cash and income for life.

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Bargain Sale

We purchase your property for less than fair market value. You receive cash and a charitable deduction for the difference between the market value and purchase price.

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Life Estate Reserved

You give your property to our organization but retain the right to use the property during your life.

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Give It Twice Trust

You provide your children with a stream of income while making a gift to charity.

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