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  1. How To Help
    1. Make a Gift Online
      1. E-Donor Bill of Rights
    2. Restricted Funds
      1. "Footprints on the Heart" - The Stevens Bereavement Fund
      2. Our Tiniest Feet Are Our Greatest Miracles
    3. Purchase a Memory Garden Brick
    4. Leave A Legacy
    5. Volunteer
      1. Volunteer at a Foundation Event
      2. Volunteering at the Hospital
  2. Planned Giving
    1. Build Your Gift
    2. Compare Gifts
    3. eBrochures
    4. Essentials
      1. A Will: The Basics and Beyond
        1. Getting Started: Your Will
        2. Define Your Dreams Through Your Will
        3. If Your Will Was Read Today...Would Your Intentions Be Clear and Up to Date?
        4. Good Things Happen When You Make a Will
        5. Are You Ready for Unpredictable Change?
        6. How to Take Control of Your Legacy
        7. Status Check: Which of These Life Changes Affect You?
        8. Your Guide to Gift and Estate Planning
        9. It Pays to Plan Ahead
        10. Estate Planning: Who Will Inherit Your Assets?
        11. 3 more items...
      2. A Revocable Living Trust
        1. Getting Started: The Revocable Living Trust
        2. Five Benefits of a Living Trust
        3. A Living Trust? You Don't Need to Be Rich
        4. Discover the Flexibility of Living Trusts
        5. Should You Create a Joint Trust?
        6. A Living Trust Could Be the Key to Your Estate Plan
        7. Put Some Kick Into Your Estate Plan by Using Trusts
        8. Choose the Right Trust Plan for Your Will
      3. A Living Will
        1. Living Will or Health Care Proxy
        2. Avoid Confusion About Your Health Care Wishes
      4. A Power of Attorney
        1. The Power of Attorney
      5. Glossary of Terms
        1. Glossary of Terms
    5. For Professional Advisors
      1. Our Official Bequest Language
        1. Bequest Language
      2. Professional Advisors' Reference Library
        1. "Free Insurance": Problems and Pitfalls in the Charitable Sector
        2. Always a Day Away
        3. Choosing the Right Charitable Remainder Trust
        4. Gift Planning Basics: Matching Methods to Motives
        5. Lessons From the Experts
        6. How Investment Decisions Affect Life Income Gifts
        7. The Charitable Lead Trust: A Phenomenal Estate Planning Tool
        8. Maximize Memorials for a Lasting Influence
        9. The QTIP Trust- Benefiting the Blended Family
        10. A Guide to Early Termination of a Charitable Remainder Trust
        11. 6 more items...
    6. Resources
      1. Our Official Bequest Language
        1. Bequest Language
      2. Quiz Yourself
    7. Ways to Give
      1. How to Make a Planned Gift
        1. Estate Planning and Gift Planning
        2. The ABCs of Planned Gifts
        3. Finding Fulfillment: Have a Personal Plan
        4. Discover Your Best Methods of Giving
        5. Why You Give and How You Benefit
        6. How to Plan for a Financially Secure Future
      2. Bequests
        1. Getting Started: Bequests
        2. Let a Philanthropic Bequest Fit Your Wishes
        3. Eight Ways to Make a Bequest and a Difference
        4. Estate Planning With Bequests
        5. Make Sure Your Charitable Bequest Is Deductible
      3. Charitable Gift Annuities
        1. Getting Started: Charitable Gift Annuities
        2. Getting Started: The Deferred Charitable Gift Annuity
        3. Charitable Gift Annuity or Savings Account: Which Better Serves You?
        4. Payments for Life From Our Charitable Gift Annuity
        5. Invest in Our Future and Yours With a Charitable Gift Annuity
        6. A Gift to Us That Returns the Favor to You
        7. How a Charitable Gift Annuity Pays You Back
        8. Deferred Annuity Can Boost Retirement Income
        9. Act Now, Benefit Now
        10. Benefits Worth the Wait
      4. Charitable Remainder Trusts
        1. Getting Started: Charitable Remainder Trusts
        2. Your Giving Lives On With Charitable Remainder Trusts
        3. An Inflation Hedge for the Retired
        4. The Annuity Trust: A Gift Opportunity That Helps Secure Your Future
        5. Preserve Your Assets Through a Wealth Replacement Trust
        6. Why Use Trusts?
        7. Add More Income to Your Retirement Years
        8. Unlock Your Income Power With a Unitrust
        9. Give Your Retirement Budget a Boost
        10. Discover the Trust That Is a True Win-Win
        11. 3 more items...
      5. Memorials and Endowments
        1. Make a Gift With Perennial Benefits
        2. A Fitting Recognition
        3. Follow in These Footsteps: Make a Memorial Gift
        4. Will Your Values Live On?
        5. How to Turn Modest Donations Into Big Dollars
      6. Give My Home, But Live There for Life
        1. Getting Started: The Retained Life Estate
        2. More About Retained Life Estates
      7. Charitable Lead Trusts
        1. Getting Started: Charitable Lead Trusts
        2. Charity That Ends at Home
    8. What to Give
      1. Gifts of Cash
        1. Getting Started: Gifts of Cash
      2. Gifts of Securities
        1. Getting Started: Gifts of Securities
        2. A Sure Way to Avoid Capital Gains Tax
        3. When to Donate Items That You Value Most
        4. Tax Benefits of Giving Appreciated Property
        5. The Rewards of Making Charitable Gifts
      3. Gifts of Retirement Plan Assets
        1. Getting Started: Gifts of Retirement Plan Assets
        2. Retirement Benefits: Who Gets the Rest?
        3. Know Your Retirement Plan Taxation
        4. Preserve Your Retirement Plan Assets Retirement
        5. Estate Planning With Bequests
      4. Gifts of Savings Bonds
        1. Getting Started: Savings Bonds
        2. Strengthening Your Bond With Philanthropy
      5. Gifts of Real Estate
        1. Getting Started: Gifts of Real Estate
        2. Does Your Home Need a New Home?
        3. How You Benefit From Giving Real Estate
        4. A Strategy to Avoid Capital Gains Taxes
      6. Gifts of Closely Held Stock
        1. Getting Started: Gift Strategy Using Closely Held Stock
        2. Gifts of Securities: Closely Held Stock
      7. Gifts of Life Insurance
        1. Getting Started: Gifts of Life Insurance
        2. Look at Your Life Insurance in a Whole New Way
        3. Three Ways to Donate Life Insurance
        4. How You Can Benefit by Giving Life Insurance
    9. Charitable Trusts
    10. Estate Planning
      1. Estate Planning for Couples
        1. A Financial Quiz for Couples
        2. Choosing Your Trustee
        3. Fulfill Three Goals With One Trust
        4. Choose the Right Trust Plan for Your Will
        5. Put Some Kick Into Your Estate Plan by Using Trusts
        6. An Estate Planning Overview
        7. The Benefits of a QTIP Trust
      2. Estate Planning for Singles
        1. On Your Own Now: Estate Planning for One
        2. An Estate Planning Overview
      3. Estate Planning for Women
        1. Today's Woman Needs an Up to Date Plan
        2. Why Does a Woman Need a Will?
        3. Keep Your Will Up to Date
      4. Estate Planning for Physicians
        1. A Great Way to Boost Retirement Income
        2. Save Estate Taxes and Avoid Probate With Trusts
        3. Charitable Unitrust: A Gift That Pays You Back
      5. Estate Planning Using Wealth Replacement
        1. Getting Started: Wealth Replacement Trusts
        2. Preserve Your Assets Through a Wealth Replacement Trust
      6. Estate Planning Using Trusts
        1. Your Guide to Trusts
        2. Choose the Right Trust Plan for Your Will
        3. Fulfill Three Goals With One Trust
    11. 5 more items...
  3. Sisters Foundation
    1. Board of Directors
      1. Advisory Board
      2. Community Council
    2. Facts
    3. Staff
    4. Message from Executive Director
    5. Mission Statement
    6. St. Joseph Fund
    7. Foundation Merger
  4. Sisters Hospital
    1. Catholic Health
    2. Fast Facts
    3. History
    4. M. Steven Piver M.D. Center for Women’s Health & Wellness
    5. Born At Sisters
      1. Caring Bridge
  5. Events
    1. Black And White Ball
      1. Volunteer
    2. Annual Golf Tournament
      1. 2010 Golf Volunteer Sign-up
      2. 2009 Golf Tournament
        1. 2009 Golf Tournament Photo Gallery
  6. Contact Us
  7. The Gift Box

Home > Planned Giving > For Professional Advisors

For Professional Advisors

Our Official Bequest Language
Discover the precise, legal language to use when including Sisters Hospital Foundation in your estate plans.
Professional Advisors' Reference Library
Charitable gifts, like financial plans, should be tailored to individual circumstances and can often improve your client's position. The following articles cover a range of topics to help you better advise your clients on charitable estate planning issues.

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