Make a Difference and Support Your Own Financial Outlook

If you are 70.5 and older, you can make a tax-free gift directly from your IRA account. This donation not only helps Legacy Community Health meet our goals in real-time but may also help you reduce your future tax burden, allowing you to give and save at the same time. Here’s how it works:

– IRA gifts are generally tax-free, regardless of whether or not the donor itemizes on their tax return.

– This kind of giving is one of the only ways to donate without dipping into your cash reserves!

– Because of recent legislation, donors 73 and older, or donors who have taken a Required Minimum Distribution (RMD) before, are subject to RMDs. IRA gifts can satisfy this amount!

Legacy wants to ensure everyone in our community feels informed and supported in ways to drive healthy change in our communities. That’s why we invested in this secure IRA-giving platform, where you can make your gift today in as little as 10 minutes. Visit legacy.community/iragift to learn more, and feel free to share it with your financial advisor. It’s recommended to combine FreeWill’s tools with outside consultation should you have additional questions about IRA giving and before entering into any transaction.

When you donate stock, you can avoid the tax on the gain while deducting 100% of the value of the contribution and earn two to three times the tax savings of donating cash. It’s a win-win for you and Legacy.

And, thanks to our partnership with DonateStock.com, making your gift is easier than ever before. Our website at DonateStock.com/LCH enables you to donate stock from your brokerage directly to our account through a secure portal in less than 10 minutes! It’s fast, safe, and easy to do. By giving stock, your support will have even greater impact - without denting your pocketbook. To learn more please visit DonateStock.com/LCH

Would you like to have a member of Legacy’s staff contact you about leaving Legacy in your estate?

If you have already included Legacy in your plans, please let us know so we may recognize you in our Circle of Caring. Contact Tim Martinez at (713) 203-7221 or tjmartinez@legacycommunityhealth.org for instructions and more information. Follow us online for weekly postings about planned giving at Our Legacy Today on Facebook, Twitter, and Instagram.

1 Philanthropic advisor and entrepreneur Tracy Gary met with Legacy’s Endowment Board and guests in February to share her expertise in connecting with donors. We are committed to strengthening our partnership with Legacy’s supporters as we work together connecting our communities to health every day in every way. Pictured are Endowment Board chair Mike Holloman, Tracy Gary, and Legacy CDO Chree Boydstun.

2 San Jacinto Girl Scout Troop #27081 leader Natalie Britt and her daughter Elin, a Daisy Scout, delivered delicious Girl Scout cookies for Legacy’s fantastic clinicians as part of the troop’s “Cookies 4 Heroes” campaign. Thank you for remembering our medical heroes!

3 Legacy Beaumont employees and volunteer shared Legacy resources and passed out free books at the VIVA Beaumont Hispanic Heritage Festival in April. Children who visited also had the opportunity to create their own bookmarks!

4 Legacy was a proud sponsor of the American Cancer Society’s Greater Golden Triangle Relay For Life. Our own Josh Davis and his husband chaired the event and led the Legacy team of relay participants. More than $250,00 was raised for cancer research, education, and patient resources.