Our team will work with you to support your passion.

We invite you to speak with us about giving opportunities that pair your interests with our mission to improve health and mental well-being in northern Arizona.

928.223.9250

foundation@healthfirstforall.org

Donor Advised Fund

A donor advised fund is like a charitable investment account for the sole purpose of supporting charitable causes you care about.

When you contribute cash, securities, or other assets to a donor advised fund at a public charity like Health First Foundation, you are eligible to take an immediate tax deduction. Then, those funds can be invested for tax-free growth, and over time, you can recommend grants from the fund to eligible IRS-qualified public charities offering health-based programs that are important to you.

Donor advised funds are the fastest-growing charitable giving vehicle in the country because they are one of the easiest and most tax-advantageous ways to give to charity.

Appreciated Stock, Securities, or Property

If you have property, stocks, bonds, certificates of deposit, or other investment tools that have increased in value since you purchased them, consider making a gift of these items instead of cash.

This is a great way to make a significant gift with little or no effect on your current income. In many cases, you can deduct the full, current value of the asset and not simply what you initially paid for it.

To transfer gifts of securities or property, contact us at 928.223.9250. We'll work with you to develop a clear plan for your property gift, including an appraisal and sale method.

Matching Gifts

Many companies match an employee's gifts to nonprofit organizations.

Contact human resources at your place of employment to see if your organization participates in a matching gift program. 

Corporate or Foundation Gifts

Your company or private foundation can invest in one of our programs or sponsor a special fundraising event.

We also offer opportunities for sponsorships and name recognition options. Reach out to our events team by calling 928.223.9250.

Planned Giving

Through planned giving, you can establish your personal financial goals in a well-conceived estate plan that includes a gift to Health First Foundation Northern Arizona.

Because financial situations vary from person to person, no single approach to estate planning applies across the board. Generally speaking, a planned gift can:

• Create an estate that provides current and future financial security
• Protect as much income from federal taxes as is allowed by law
• Maximize the amount of assets that pass to heirs and beneficiaries
• Provide continued support to charities that have been important throughout a person's life

Wills

Regardless of your age or net worth, making or updating a will is one of the smartest steps you can take to plan for your family's future.

There are at least five important provisions you should consider in planning a will:

• Distributions – you determine who receives your assets after you die.
• Dependents – you can construct the provisions to provide for minors and/or elderly relatives.
• Personal Representative – you can determine who will manage your estate after your death.
• Charitable Gifts – with a charitable trust you can transfer assets to support the work of a favorite charity.
• Memorials – you can pay special tribute to a loved one by perpetuating his or her personal dedication to a particular charity.

Charitable Trusts

In a charitable trust, you can transfer appreciated real estate or stocks to a tax-exempt trust. The trust can sell the assets at full-market value and receive the reinvested proceeds. You, your spouse, or anyone you designate can receive an income for the rest of his or her life, along with significant tax advantages. Upon the death of the beneficiary, assets pass to our nonprofit organization.

There are two types of charitable trusts: a charitable remainder annuity trust and a charitable remainder unitrust. The two trusts differ in how income to the donor is calculated. An annuity trust provides the security of a fixed annual payment; a unitrust provides a variable income payment based on an annual valuation of the trust's underlying assets. With a well-managed unitrust, your assets can build quickly because they grow tax-free, leading to higher income and a good hedge against inflation as the value of the trust rises. In certain cases, it's possible to fund a charitable remainder trust using property that's encumbered by a mortgage. Through careful planning with qualified advisors, we can help you address the special issues in these situations in a satisfactory manner.

Life Insurance

A gift of life insurance is an overlooked, yet beneficial way to make a meaningful contribution. You can choose one of the following options:

• Name Health First Foundation Northern Arizona as the owner of a policy that's outlived its original purpose, such as providing for a college education or insuring a business or mortgage.
• Purchase a new policy and name our foundation as the owner and beneficiary. All premiums you pay are deductible as a cash contribution.
• Name our foundation as a beneficiary on one of your existing policies.

Retirement Assets

For many people, income taxes and estate taxes can severely deplete their retirement savings accounts after their passing.

By naming our foundation as the beneficiary of the remainder of your assets in an IRA or other employee benefit plan, you can avoid this tax burden while making a generous gift. This gift needs to be considered within your overall estate plan and the wishes you have for your heirs.

Retained Life Estate

You can make a significant gift to the Foundation using your home, vacation condominium, or farm.

However, if you want to continue to live on the property, a retained life estate will provide you with a significant income tax deduction.

Questions?

Have a look at our Regional Health Needs Assessment and Annual Reports.