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.

Text Resize
Print This
Email This
Calculate Plan
eBrochure
Contact Us
View Video
Mobile Video Button

Charitable Gift Annuity

You may be tired of living at the mercy of the fluctuating stock and real estate markets. A charitable gift annuity is a gift made to our organization that can provide you with a secure source of fixed payments for life.

Charitable Gift Annuity
Stock or Cash
Gift Annuity
Donor
PRMCF
Charity image

Benefits of a charitable gift annuity

  • Receive fixed payments to you or another annuitant you designate for life
  • Receive a charitable income tax deduction for the charitable gift portion of the annuity
  • Benefit from payments that may be partially tax-free
  • Further the charitable work of Peterson Health Foundation with your gift

How a charitable gift annuity works

A charitable gift annuity is a way to make a gift to support Peterson Health Foundation.

  1. You transfer cash or property to Peterson Health Foundation.
  2. In exchange, we promise to pay fixed payments to you for life. The payment can be quite high depending on your age, and a portion of each payment may even be tax-free.
  3. You will receive a charitable income tax deduction for the gift portion of the annuity.
  4. You also receive satisfaction, knowing that you will be helping further our mission.

If you decide to fund your gift annuity with cash, a significant portion of the annuity payment will be tax-free. You may also make a gift of appreciated securities to fund a gift annuity and avoid a portion of the capital gains tax. Please contact us to inquire about other assets that you might be able to use to fund a charitable gift annuity.

Contact us

If you have any questions about charitable gift annuities, please contact us. We would be happy to assist you and answer your questions.

Print This
Email This
Calculate Plan
eBrochure
Contact Us
View Video
scriptsknown