TRANSFORM THE FUTURE

Name Doylestown Health as your Beneficiary

By choosing Doylestown Health Foundation as the beneficiary of all or a percentage of your qualified retirement plans, your gift will pass to Doylestown Health tax-free after your lifetime. Updating your plan is simple, and can be done regardless of your age!

HOW TO MAKE A BENEFICIARY GIFT

Request a “Change of Beneficiary” form from your retirement plan administrator. Designate Doylestown Health Foundation as beneficiary at the following address:

• Legal Name: Doylestown Health Foundation
• Legal Address: 595 West State Street, Doylestown, PA 18901
• Tax I.D. Number: #23-2368196

To download a printable page with this information, click the button below.

MAKING YOUR BENEFICIARY GIFT

IRA Charitable Rollovers

You can give any amount (up to a maximum of $100,000) per year from your Individual Retirement Account (IRA) directly to a qualified charity such as Doylestown Health without having to recognize the transfer as income. This popular gift option is commonly known as an IRA charitable rollover or a qualified charitable distribution (QCD).

TO QUALIFY

• You must be 70½ or older at the time of the gift.
• Transfers must be made from a traditional IRA account by your IRA administrator directly to Doylestown Health Foundation.

WHAT DOESN’T QUALIFY

• Funds withdrawn by you and then contributed
• Gifts from 401k, 403b, SEP, or others plans are not eligible

TAX ADVANTAGES

• Beginning in the year you turn 72, you can use your gift to satisfy all or part of your required minimum distribution (RMD).
• Charitable IRA distributions are tax-free!
○ While these transfers do not count as taxable income to you, they are not eligible for a charitable tax deduction.

HOW TO MAKE A QUALIFIED CHARITABLE DISTRIBUTION

• Contact your IRA Plan Administrator and request information about making a QCD.
• Complete and sign the necessary forms. Your administrator will then send the donation directly to Doylestown Health Foundation.

Please use information below when working with your IRA administrator:

• Legal Name: Doylestown Health Foundation
• Legal Address: 595 West State Street, Doylestown, PA 18901
• Tax I.D. Number: #23-2368196

Please notify us at Gifts@DH.org prior to making the transfer so that we may properly attribute the gift once received.

To download a printable page with this information, click the button below.

IRA CHARITABLE ROLLOVER

Gift Designations

Gifts from a qualified retirement plan can support the leading priorities of Doylestown Hospital through ONE VISION: The Campaign for Doylestown Health, or an area of service or program most meaningful to you.

CAMPAIGN PRIORITIES

You can choose to designate your gift to the campaign-related project or service line most important to you, or to the Second Century Fund, which will support the highest priorities of Doylestown Health and the future of healthcare excellence in our community. Learn more about the priorities of ONE VISION: The Campaign for Doylestown Health.

ENDOWMENTS

Creating an endowment or contributing to an existing one provides Doylestown Health with a permanent, self-sustaining source of income to support the priorities of serving our community. An endowed fund can be designated toward the unrestricted fund that supports Doylestown Health’s highest priorities, or to a specific purpose or area of care that you choose. Learn more about Endowments at Doylestown Health.

Tribute and Memorial Giving

Making a tribute or memorial gift is a unique way to honor someone who has touched your life, while making an impact on the quality of healthcare in our community. Your gift will be used to support the most immediate and priority needs of Doylestown Health, or you may designate your gift to a program or service with a special significance to you or the occasion, pet, or person you are honoring. Learn more.

Thank you for choosing to support Doylestown Health.

For more information about planned giving, please contact Doylestown Health Foundation at 215.345.2009 or Gifts@DH.org. If you have already named Doylestown Health Foundation in your estate plans, please take a moment to notify us so that we may honor you as a member of our Cornerstone Society.

This promotion is intended for educational purposes only, and is not legal or tax advice. Doylestown Health Foundation recommends you consult your tax or financial advisor(s) before making any decisions.