Giving Through Your Estate Plan

Gifts by bequest, trust, life insurance, retirement plan, along with other estate plan gifts, are a lasting way of providing support for the hospital. These gifts come with savvy and attractive tax advantages as well. St. Francis Hospital’s brochure, Sr. Jean M. Pignone Legacy Society: An Invitation to Membership, outlines the various ways you can make a special, long-term gift to St. Francis.

We created The Sr. Jean M. Pignone Legacy Society to memorialize the life of an icon at St. Francis Hospital. As a member of the Hospital’s founding order, the Franciscan Missionaries of Mary, Sr. Jean nurtured a tradition of giving that created many opportunities for growth throughout her 61 memorable years with St. Francis Hospital. We invite you to become a member.

Bequest in Your Will
A charitable bequest in your will may be the best way for you to make your ultimate gift to the hospital. Many of our loyal friends take advantage of this no-lifetime-cost gift alternative.

PDF fact card on a Bequest in Your Will


Gift by IRA
You can make a distribution from your Individual Retirement Account directly to St. Francis if you are at least 70 ½ years old. This is available through December 31, 2007.

PDF fact card on Giving by IRA


Beneficiary Designations
Name the hospital as a beneficiary of your life insurance policy, retirement or pension plan, or other financial asset.

PDF fact card on Beneficiary Designations

Gifts of Life Insurance
Transfer to the hospital ownership of a new or existing life insurance policy. You will earn an income tax deduction when you give us your policy.

PDF fact card on Gifts of Life Insurance


Charitable Remainder Trusts
You will earn income for life, avoid capital gain taxation and make a substantial gift to St. Francis.

PDF fact card on Charitable Remainder Trusts


Charitable Lead Trusts
Provide income to the hospital, avoid capital gain taxation, and at the close of the trust, what remains can be transferred to loved ones at a reduced gift or estate tax.

PDF fact card on Charitable Lead Trusts


Charitable Gift Annuities
Earn income for life and a charitable deduction, increase your income from low-yield stock, and make a generous gift to St. Francis.

PDF fact card on Charitable Gift Annuities

Gift in Your Revocable Living Trust
Name the hospital as a sole or partial beneficiary of your living trust. Using percentages, you can name us alongside family members.

PDF fact card on Giving in Your Revocable Living Trust

Our Legal Name and Tax ID Number
Our legal name is St. Francis Hospital Foundation, Inc. and our federal tax ID number is 11-2916033.

We Are Here to Help You
Call on us if we can help you with your planning:

St. Francis Hospital
Office of Development & Public Affairs
100 Port Washington Blvd.
Roslyn, NY 11576
(516) 705-6655
plannedgivinginfo@chsli.org