Your Gift. Our Future. Your Legacy.

  • Put your assets to work with tax-efficient charitable strategies
  • Provide long-lasting support while enjoying financial benefits for yourself
  • Leave a legacy that will ensure health and healing for future generations

Planned Giving

Thank you for spending time to learn about the many benefits of making a planned gift. Your legacy gift will be a blessing to those who follow and remembered for generations to come.

Peterson Health Foundation raises funds and makes friends for the sole purpose of accomplishing the mission of Peterson Health.

We invite you to contact our team to explore the impact your gift to Peterson Health Foundation could have on you, your friends and your loved ones in Kerrville and the surrounding Hill Country of Texas.

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Charitable Bequest

A charitable bequest is one of the easiest and most flexible ways that you can leave a gift to Peterson Health Foundation that will make a lasting impact.

Charitable Bequest
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Donor's Family
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Benefits of a bequest

  • Receive an estate tax charitable deduction
  • Reduce the burden of taxes on your family
  • Leave a lasting legacy to charity

How a bequest works

A bequest is one of the easiest gifts to make. With the help of an attorney, you can include language in your will or trust specifying a gift to be made to family, friends or Peterson Health Foundation as part of your estate plan, or you can make a bequest using a beneficiary designation form.

Here are some of the ways to leave a bequest to Peterson Health Foundation

A bequest may be made in several ways

  • Percentage bequest - make a gift of a percentage of your estate
  • Specific bequest - make a gift of a specific dollar amount or a specific asset
  • Residual bequest - make a gift from the balance or residue of your estate
Click here to review sample bequest language.

Contact us

If you have any questions about leaving a bequest to us, please contact us. We would be happy to assist you. If you have been so generous as to include a bequest to Peterson Health Foundation as part of your estate plan, please take the time to let us know. We would like to recognize you and your family for your generosity.

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