Gifts You Can Make Today

Your gift today can have a lasting impact on the lives of patients and families served by Methodist Healthcare in the future.

Gift of Stock – Your gift of stock will help Methodist Healthcare continue to provide quality, compassionate care to every patient and family.

Account Name: MH Foundation
Broker: SEI Private Trust Company - Regions Trust
DTC Number: 2663
Account Number: 2150000724
Tax ID: 23-7320638

IRA Gifts – If you are 70 ½ years of age or older, you can make an contribution of up to $100,000 from your IRA account annually to Methodist Healthcare Foundation and potentially receive a tax benefit.

Donor Advised Funds – This type of charitable investment account will provide an immediate tax benefit to you, and it will allow you to recommend grants to charities you want to support over time.

Gifts through Charitable Lead Trusts – When you establish a Charitable Lead Trust, a predetermined amount of the trust’s assets (fixed or variable) will be given to Methodist Healthcare Foundation annual for a set period of time. Afterward, the remainder of the funds can be transferred to the trust’s non-charitable beneficiaries. This giving option may reduce or even eliminate gift and estate taxes on trust assets passing to family.

To learn more or to request information, contact Joey Maurizi at joey.maurizi@mlh.org.