Corporate Gifts
A corporation can make and deduct charitable gifts and be recognized for their support.
Securities
There are distinct tax advantages to considering gifts of appreciated securities such as stocks, bonds, and mutual funds. Donors do not incur capital gains tax on appreciated securities given for charitable purposes and the full value qualifies for a charitable tax deduction.
Donor Advised Fund
A grant recommendation from your Donor Advised Fund (DAF) is a wonderful way to put previously designated charitable funds to use for the health of our community. Contact us to discuss options for using grant recommendations from your DAF as part of a multi-year gift strategy.
Qualified Charitable Distribution (QCD from an IRA)
Donors age 70 1⁄2 and older can make a direct transfer of up to $100,000 per spouse from an individual IRA to a UnityPoint Health hospital foundation. The gift is credited against the required minimum distribution; it is not taxable or deductible.
Estate Planning
A planned gift is arguably the most meaningful charitable gift you can make; it involves making decisions on what you want your legacy to be, how you want to make it, and who you trust to carry it out. Just as the legacy you create is exceptionally personal, the method of creating a planned gift is unique to each donor's situation. There are many components to a personal estate plan.
What is Estate Planning?
Estate planning helps assure you that the assets (including property, cash on hand, insurance policies, retirement accounts, etc.) you have worked hard for during your lifetime transfer to your loved ones and the charitable organizations you care about in the way you intend.
Estate Planning Assistance
Dr. Eddie Thompson, President of Thompson & Associates, is the representative you will be working closely with for your planning needs. He will share his years of expertise in planned giving to help you through the comprehensive Charitable Estate Planning process. This process usually concludes with a written plan that meets your personal needs. And because of Thompson & Associates' partnership with the Finley Health Foundation, you receive their resourceful assistance at no charge.
Services Available to You
Working with Thompson & Associates enables you to avoid estate taxes, plan for your family and yourself, and benefit the charitable organizations you value. Services are available to create a new plan or review an existing one to ensure it carries out your long-term intentions.
The following confidential services are available:
- Estate Planning 101 - what you need to know before getting started
- Estate Plan Review - a valuable second opinion on your current plan
- Comprehensive Estate Planning Services
- Consultation with your CPA, attorney, and other planning professionals
- Ask Thompson & Associates - telephone and e-mail question and answer service
Contact the Finley Health Foundation at (563) 589-2572 or email to schedule your local, confidential appointment with Dr. Eddie Thompson of Thompson & Associates.