Planned giving is like shopping for a new bike: you have to find the best fit for you. The wrong sized bike is uncomfortable. And an outdated estate plan (or no plan at all) makes for a bumpy ride for everyone. At UnityPoint Health – Meriter Foundation, we can help identify planned giving tools that provide for your family and loved ones, while still creating a lasting impact on the health of our community.
Because financial situations vary from person to person, there are a variety of options to explore:
Direct Gifts
- Bequests
- Life Insurance
- Retirement Benefits
- Appreciated Securities
Share Your Plans
Have you already made a gift to Meriter Foundation through your will, retirement plan or insurance policy? If so, please let us know your plans so we can thank you and welcome you to our Legacy Leaders!
UnityPoint Health - Meriter Foundation is recognized as a charitable, tax-exempt 501(c)(3) organization by the Internal Revenue Service (IRS). TIN# 23-7098688.