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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Beneficiary Designation Gifts

A beneficiary designation gift is a simple and affordable way to make a gift to support Peterson Health Foundation. You can designate us as a beneficiary of a retirement, investment or bank account or your life insurance policy.

Beneficiary Designation Gifts
Donor
Designation Form
Account Custodian
Property
(IRA/Investment)
PRMCF
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Benefits of a beneficiary designation gift

  • Support the causes that you care about
  • Continue to use your account as long as you need to
  • Simplify your planning and avoid expensive legal fees
  • Reduce the burden of taxes on your family
  • Receive an estate tax charitable deduction

How a beneficiary designation gift works

  1. To make your gift, contact the person who helps you with your account or insurance policy, such as your broker, banker or insurance agent.
  2. Ask them to send you a new beneficiary designation form.
  3. Complete the form, sign it and mail it back to your broker, banker or agent.
  4. When you pass away, your account or insurance policy will be paid or transferred to Peterson Health Foundation, consistent with the beneficiary designation.

Important considerations for your future

If you are interested in making a gift but are also concerned about your future needs, keep in mind that beneficiary designation gifts are among the most flexible of all charitable gifts. Even after you complete the beneficiary designation form, you can take distributions or withdrawals from your retirement, investment or bank account and continue to freely use your account. You can also change your mind at any time in the future for any reason, including if you have a loved one who needs your financial help.

Contact us

If you have any questions about leaving a beneficiary designation gift to us, please contact us. We would be happy to assist you.

If you have already designated us as a beneficiary of an asset or as part of your estate plan, please let us know. We would like to recognize you and your family for your gift.

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