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 Lead Trust (for Family)

If you are looking for a way to pass on some of your assets to your family while reducing or eliminating gift or estate taxes, a charitable lead trust is an excellent option.

Charitable Lead Trust
Property
Lead Trust
Income to PRMCF
Trust to Family
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Benefits of a charitable lead trust

  • Receive a gift or estate tax charitable deduction
  • Pass inheritance on to family at a reduced or zero cost
  • Establish a vehicle from which you can make annual gifts to charity

How a charitable lead trust works

  1. You make a contribution of your property to fund a trust that pays Peterson Health Foundation income for a number of years.
  2. You receive a gift or estate tax deduction at the time of your gift.
  3. After a period of time, your family receives the trust assets plus any additional growth in value.

Contact us

If you have any questions about charitable lead trusts, please contact us. We would be happy to assist you and answer any questions you might have and to provide you with an illustration demonstrating your specific tax benefits.

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