Planned Gifts

Many people choose to include Wilcox Health in their estate plans by making a Planned Gift through the Wilcox Health Foundation.  By doing so, they provide support for their hospital, while also enjoying multiple financial and tax benefits.

Consider making one of the following types of Planned Gifts and you’ll become a member of the Legacy Society, receiving recognition on Wilcox Health’s Donor Wall.

A bequest is a gift through your will or trust and is one of the simplest and most popular ways to leave your legacy.  Your attorney can include the necessary language in your will.  For suggested bequest language click here.

A Life Income Plan benefits both the donor and Wilcox Health.  In return for a gift of cash or property, you receive an income for life while you help Wilcox Health fulfill its mission. Additionally, you may receive significant tax benefits such as:

• An income for life to the donor and their spouse
• A charitable income tax deduction
• A reduction or avoidance of capital gains taxes
• Savings on estate and gift taxes

A Charitable Gift Annuity is one of the most popular life income plans.  For more information, click here.

The right type of Planned Gift will depend greatly on a donor's personal situation, needs and objectives.  For more information on including Wilcox Health in your will or trust, contact Jeff Pederson, Director of Planned Giving at (808) 535-7134 or Jeff.pederson@kapiolani.org.  He can assist you by providing a personalized illustration that describes the income and tax benefits you could receive.  All inquiries are strictly confidential. 

Click here to make a donation.