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Legacy Society

We invite you to create your legacy at Erlanger Health System through a planned gift that supports the work of the Erlanger while allowing you to plan for your own financial security.

Planned gifts are not the result of great wealth, but rather of a great desire to make a lasting impact. After carefully considering the goals of your contribution, the assets to be used, the gift’s timing and tax implications, and its impact on your family and financial situation, you may find that you are able to make a larger impact with a planned gift than you imagined.

Planned gifts can be used to support employees, endow a program, or create your own naming opportunity. Let us help you craft your gift to match your passion.  Your gift will support, inspire, and transform the patients and families and staff at Erlanger Hospital and the Children’s Hospital at Erlanger for generations to come.

If you are interested in supporting Erlanger through a bequest, please visit our sample bequest language page for examples of language that may meet your specific needs, or contact  Mary Rustic at 423-778-3530 or mary.rustic@erlanger.org.

Benefits of Planned Giving

In addition to Erlanger Health System, your planned gift may also offer considerable benefits to you and your family. A planned gift can:

  • Reduce your current income and capital gains taxes, as well as gift and estate taxes.
  • Provide income for you and/or a beneficiary, such as your spouse or another family member.
  • Provide you with the satisfaction of making a substantial contribution toward the hospital’s current and future needs, and recognition for your generous intentions through membership in the Legacy Society.

Choose the Planned Gift that's Right for You

Choosing the right planned gift depends on your personal circumstances and financial goals.

Bequests and Estate Plans

You may make a bequest or gift through your estate by including a provision in your will or living trust, or by naming Erlanger Hospital or the Children’s Hospital at Erlanger as a beneficiary of a retirement plan or life insurance policy. 

Life Income Gifts

A life income gift allows you to give assets to Erlanger Health System while providing yourself or others with income for a period of time before Erlanger Health System is permitted to use your gift. You may make a life income gift by transferring securities, cash, or other property to Erlanger Health System Foundations. The hospital then manages the investment of the assets and pays an income to you or your designated beneficiaries. 

There are several kinds of life income gifts available at Erlanger Health System

Charitable Gift Annuities
In exchange for an outright gift, Erlanger Health Systems agrees by contract to pay a fixed amount each year to you and/or another beneficiary for life. 

Charitable Remainder Trusts
You establish a trust from which you and/or other beneficiaries receive either fixed or variable annual payments for life and/or a term of years, after which the remainder of the trust assets go Erlanger Health Systems for the purposes you designate.

Other Gifts

Charitable Lead Trusts
A charitable lead trust makes an annual payment to Erlanger Health Systems for a period of years, and at the end of the term, the remaining assets go to your children or other beneficiary.

Legacy Society

If you let Erlanger Health Foundations know about your intended bequest or other planned gift, you will be invited to enjoy special events and recognition as a member of the Legacy Society.

The Legacy Society is one way that Erlanger expresses appreciation for those who have made a planned gift to the hospital. The greatest benefit of belonging to the Legacy Society is the satisfaction of knowing that your long-range plans will help to ensure that future patients have access to a transformative health care. 

As a member of the Legacy Society, you will be invited to periodic special events, If you think you qualify for membership, please call, email, or write to us to inform us of your planned gift. We would like to thank you for your generosity, and include you as a member of the Legacy Society. 

Contact Mary Rustic at 423-778-3530 or mary.rustic@erlanger.org.