Samaritan Hospital and the Eddy Foundation, Inc.
TAX ID 22-2743478
310 S. Manning Blvd., Albany, NY 12208
Sunnyview Rehabilitation Hospital Foundation, Inc.
TAX ID 22-2505127
1270 Belmont Ave., Schenectady, NY 12308
A legacy gift enables you to support your your favorite St. Peter’s Health Partner’s legacy foundation, secures the financial needs of your loved ones, and provides you with tax benefits. Legacy gifts of all sizes combine to help us meet our current goals and reach further into the future.
By including your favorite St. Peter’s Health Partner’s legacy foundation in your will or trust, naming SPHP as a beneficiary of all or part of a life insurance policy, or taking advantage of other giving opportunities, you can preserve your assets now and support SPHP for years to come. Your gift will have a real, lasting impact.
Let us help you make the gift that's right for you. Request a confidential, no-obligation conversation to get started.
When you make a gift to your favorite St. Peter’s Health Partner’s legacy foundation from your will or trust, you'll be welcomed into The Legacy Circle and join other supporters and friends of our important mission. Is your favorite St. Peter’s Health Partner’s legacy foundation already in your plans? Please let us know so we can properly thank you and make sure your gift will be used as you've intended.
Not only do you have options for how your gift to your favorite St. Peter’s Health Partner’s legacy foundation will be used, you also have options on what to give and how to give. There are gifts that cost you nothing now, gifts that pay you income, and gifts that allow you to decide what happens when.
Through a provision in your written and executed will, you can make a gift in the form of cash, securities, real estate or personal property. There are many types of bequests. Choose the one that best fits your needs and intentions.
You can turn underperforming assets (stock, cash in a savings account, CDs, savings bonds, etc.) into a gift to SPHP that provides income to you. Your Charitable Gift Annuity will give you quarterly, fixed payments for life and tax benefits, too.
Designate SPHP as a beneficiary to receive all or a portion of the balance of your Donor Advised Fund (DAF) through your fund administrator. You also can make a grant to us at any time from your donor-advised fund.
If you're 70 ½ or older, you can make a gift directly from your IRA to SPHP. While there is no charitable deduction for a rollover gift, you do avoid the income tax on the donated portion of your required minimum distribution.
Name your favorite St. Peter’s Health Partner’s legacy foundation as the beneficiary of an existing life insurance policy; donate an existing, paid-up life insurance policy you no longer need; or purchase a new life insurance policy and name your favorite St. Peter’s Health Partner’s legacy foundation as the owner and beneficiary.
There are many other ways to support your favorite St. Peter’s Health Partner’s legacy foundation through a planned giving vehicle. Charitable Gift Annuities, Charitable Trusts, Life Insurance and more may be good options for you. We can show you creative ways to use your assets to benefit your favorite St. Peter’s Health Partner’s legacy foundation, while at the same time preserving the benefits of those assets for you and your family.
Like stock, the fair market value of gifts of appreciated assets such as real estate, artwork, and other well curated collections, can be deducted from your income tax today and reduce your estate taxes in the future.
Naming your favorite St. Peter’s Health Partner’s legacy foundation as the beneficiary of a qualified retirement plan asset such as a 401(k), 403(b), IRA, Keogh, profit-sharing pension plan or other donor-advised funds, will accomplish a charitable goal while realizing significant tax savings.
When you donate appreciated stocks, bonds, or mutual fund shares instead of cash, you'll receive charitable deductions at full, fair market value while reducing capital gains impact.
Vice President, Philanthropy
Peter.Semenza@sphp.com
(518) 482-4433
310 S. Manning Blvd.
Albany, NY 12208
If you are working with and advising a donor, here's a practical guide for including us in a charitable estate plan.