Types of Planned Gifts

Whether you are planning for retirement, eager to provide for your family and loved ones, or seeking to make the most of your gift, you can support Rush in a meaningful way as we work to improve health care for all. 

Learn more below about types of planned gifts.

Please contact us and we can help you achieve your philanthropic goals:


 

Securities

A gift of stocks, bonds, mutual funds or other securities is easy to arrange and makes it possible for you to make a more significant gift than you might with a cash contribution.  

If you own securities that have increased in value, making a gift using these assets can help maximize your charitable impact and minimize tax liability. In addition to receiving a charitable deduction for the full market value of your gift, you also avoid capital gains taxes associated with selling appreciated assets. As a tax-exempt not-for-profit organization, Rush is not subject to taxes, allowing the total value of your gift to support Rush’s mission and the future of health care. 

Transferring securities to Rush is simple to arrange. Because of the tax benefits involved, it’s also a mindful way to make the most of your philanthropy using non-cash assets.

Find all of our stock transferring information here.

Please contact us for more information.

Bequests

A bequest is a simple and easy way to make a significant gift to Rush.

When you include Rush in your will or living trust, you create a lasting legacy that will serve countless patients close to home and around the world who benefit from innovations pioneered at Rush.

A provision in your will or living trust may be directed to the cause most meaningful to you. Whether you choose to provide support for Rush’s greatest needs or direct your gift to a specific care program, education, research or community service, you can be sure your bequest will help improve health care at Rush and enrich the lives of current and future patients.

Please contact us for more information.

Life insurance

Donating life insurance can create a significant and meaningful gift to Rush. The gift of life insurance can be made by simply naming Rush as the beneficiary of your policy or assign ownership to Rush during your lifetime. Your life insurance proceeds will help further Rush’s mission while also potentially benefitting you or your estate through a charitable deduction.

Please contact us for more information. 

Gifts that provide you income

Charitable Gift Annuities

A charitable gift annuity, or CGA, is part investment and part charitable contribution that helps you accomplish your financial and philanthropic goals. 

When you establish a CGA, you create a bright future for medical research, education and patient care at Rush while assuring a dependable income stream for yourself or a loved one. CGAs are popular with many different types of donors because they provide immediate and future tax benefits.

A CGA is simple to arrange: You make a gift to Rush and, in exchange, Rush pays you, and/or another beneficiary, payments for life. After your lifetime, the remaining value of the annuity becomes available to Rush and will continue to support Rush’s mission.
 

Charitable Remainder Trusts

A charitable remainder unitrust, or CRUT, provides income to a beneficiary for life or a term of years, and when that term ends, the remainder of the trust is given to Rush. A CRUT can help reduce taxes and provide for both your family and Rush. 

This is how a Charitable Remainder Trust works: 

  • You can transfer cash or highly appreciated assets to the trust and receive a charitable deduction. 
  • The annual payout rate determines the income you and/or your heirs receive during the term of the trust. 
  • There are a number of ways you can structure the trust to maximize the benefits to you and your family.

Please contact us for more information.