Leave a Legacy Through Planned Giving
Build a Healthier Tomorrow
For more than 80 years, Scheurer Health has been committed to providing exceptional care close to home. Through planned giving, you can help ensure that commitment continues for generations to come.
A planned gift allows you to support the future of healthcare in Michigan's Thumb while creating a lasting legacy that reflects your personal values. Whether you choose to include Scheurer Health Foundation in your will, designate us as a beneficiary or donate appreciated assets, your generosity will help strengthen local healthcare for years to come.
Many planned gifts are simple to arrange and may provide financial or tax benefits. We encourage you to work with your attorney, financial advisor or tax professional to determine the giving option that's right for you.
Planned Giving Options
Your Gift. Your Choice.
Every planned gift is unique. Unless otherwise designated, gifts support the areas of greatest need throughout Scheurer Health. If you'd prefer, your gift may also be directed toward a specific department, program or initiative that is meaningful to you and your family.
Goal: Make a simple gift today that immediately supports local healthcare.
Cash, checks and credit card donations are the easiest way to make an immediate impact. Your gift helps Scheurer Health Foundation support patient care, medical technology, community health initiatives and areas of greatest need throughout Scheurer Health.
Potential Benefits
- Immediate impact on local healthcare
- Possible charitable income tax deduction
- Flexible designation options
Goal: Support healthcare while potentially reducing capital gains taxes.
Donating appreciated stocks or certain securities may allow you to make a larger charitable impact than selling the assets first. This type of gift may provide valuable tax advantages while supporting the future of healthcare in our communities.
Potential Benefits
- Possible charitable income tax deduction
- Potential avoidance of capital gains taxes
- Meaningful support for future healthcare needs
Goal: Create a lasting legacy for future generations.
Including Scheurer Health Foundation in your will or living trust is one of the simplest and most meaningful ways to make a future gift. You retain complete control of your assets during your lifetime while ensuring your generosity continues to make a difference after you're gone.
You may choose to leave a specific dollar amount, a percentage of your estate or designate particular assets.
Potential Benefits
- Flexible estate planning option
- Potential estate tax advantages
- Creates a lasting legacy for your community
Goal: Transform an unused policy into a meaningful charitable gift.
If you own a life insurance policy that is no longer needed, you may be able to designate Scheurer Health Foundation as the owner or beneficiary. This allows the policy to support future healthcare while potentially providing tax benefits.
Potential Benefits
- Possible current and future tax savings
- Creates a significant charitable gift
- Helps support future generations
Goal: Maximize the impact of your retirement assets.
Naming Scheurer Health Foundation as the beneficiary of all or a portion of your retirement account can be an efficient way to support local healthcare while potentially reducing taxes on your estate.
Potential Benefits
- Potential estate and income tax savings
- Easy to update through your account beneficiary designation
- Allows other assets to pass to family members
Goal: Make a lasting gift through property you own.
You may choose to donate residential, commercial or agricultural property, or a portion of your real estate holdings. Gifts of real estate can help advance healthcare while offering potential financial benefits.
Potential Benefits
- Possible charitable tax deduction
- Potential reduction in capital gains taxes
- Significant impact on future healthcare
Frequently Asked Questions
Planned giving is a way to support Scheurer Health Foundation through charitable gifts that are arranged as part of your financial or estate planning.
No. Planned gifts come in all sizes. Many supporters choose to include a charitable gift in their will or designate Scheurer Health Foundation as a beneficiary of a retirement account or life insurance policy.
Yes. You may choose to support a specific program, service or fund, or allow your gift to be used where it is needed most.
Yes. Because every financial situation is unique, we encourage you to discuss your charitable plans with your attorney, accountant or financial advisor before making a planned gift.
Sample Bequest Language
If you are considering including Scheurer Health Foundation in your will or living trust, the following sample language may be helpful. We recommend sharing this language with your attorney.
“I give and devise to Scheurer Health Foundation, Pigeon, Michigan, the sum of $___________ or ______ percentage (of identified assets or available distribution) to be held, administered, and used by the Scheurer Health Foundation for support of Scheurer Health in the area of greatest need (or designate an area of your choice within the health system). I instruct that all my charitable gifts shall be made, to the extent possible, from property that constitutes “income in respect of the decedent” as the term used in the internal Revenue Code.”
Let's Start the Conversation
Whether you're ready to establish a planned gift or simply have questions about your options, we'd be honored to help.
Our Foundation team can provide information about planned giving opportunities and help connect you with the resources you need as you work with your professional advisors.
Contact the Scheurer Foundation
Aimee Minard, Foundation Director | 989.453.5272