Piedmont Athens Regional Foundation Ways of Giving

Gifts with an Immediate Benefit

Cash, check, or online gift
This is the easiest way to make a gift. Bring the cash to our office, mail a check payable to Piedmont Athens Regional Foundation, or make an online gift.

Donate
 

Investment Assets (Stocks and Bonds)
Please contact the Foundation to discuss this option.

Stock transfer instructions
 

IRA Rollover

You can direct IRA distributions to Piedmont Athens Regional and avoid income taxes on the distribution. This giving opportunity has recently been made a permanent part of the tax code and there are limitations, so please contact the Piedmont Athens Regional Foundation prior to directing a distribution to us.

Gifts that will benefit Piedmont Athens Regional in the Future

Bequest in Will
Consider a gift to Piedmont Athens Regional Foundation as part of your estate planning.

Sample Bequest Language
 

Insurance Gifts
A life insurance policy (particularly a paid up one) that has outlasted its original purpose is a wonderful gift. Piedmont Athens Regional needs to be the owner and beneficiary for you to get a deduction for the gift, but naming us as the beneficiary is still a great option if you chose not to make us the owner and beneficiary.
 

Gifts of Remainder Interest in Retirement Plans
Making the Piedmont Athens Regional Foundation the remainder beneficiary of your retirement plan(s) (IRA, 401(k), 403(b) pension or other tax-deferred plan) is a very tax-wise method to benefit the hospital.

Life Income Gifts - Gifts that pay income to you currently with remainder to Piedmont Athens Regional

Charitable Gift Annuity
You transfer assets (typically cash, stocks or bonds) to a Community Foundation or similar organization that issues Charitable Gift Annuities. The annuity will pay a fixed amount for the rest of your life and possibly another and the remaining balance will go to the Piedmont Athens Regional Foundation after the last income beneficiary(ies) pass away. You will get a charitable income tax deduction for the remainder interest of the annuity when the annuity is established as well as avoiding or deferring taxes on capital gains on the assets after they are sold.
 

Charitable Remainder Trust (Unitrust (CRUT) and Annuity Trust (CRAT))
You establish a charitable trust and then transfer assets (typically cash, stocks or bonds) to the trust. The trust will then pay a variable amount (CRUT) or a fixed amount (CRAT) for the rest of your life and possibly another and the remaining balance will go to the Piedmont Athens Regional Foundation after the trust terminates (usually after the income beneficiary(ies) pass away). You will get a charitable income tax deduction for the remainder interest of the trust when the trust is funded as well as avoiding taxes on any capital gains on the assets.