What Legacy Will You Leave?
Your legacy gift the Foundation helps support the needs of UnityPoint Health – Marshalltown and those it serves. As you evaluate your interests, you may choose to direct your gift to an area of your interest. Additionally, many naming opportunities exist to honor or memorialize a loved one or yourself. We would love to help you leave the legacy you desire.
Types of Planned Gifts
Bequests
Gifts given through a will are the simplest way to make a planned gift. Anyone with assets can make a bequest. This presents an opportunity to give cash, securities and/or property.
Bequest Language
To make a bequest, speak with your attorney about including it in your estate plan. We've provided some basic bequest language to assist you and your attorney:
Bequest of a Specific Dollar Amount: I hereby, give, devise and bequeath <$DOLLARS> to UnityPoint Health – Marshalltown Foundation, a non-profit organization located at 55 UnityPoint Way, Marshalltown, IA, 50158, Federal Tax ID #42-1388518, for UnityPoint Health – Marshalltown Foundation's general use and purpose.
Bequest of Specific Personal Property: I hereby, give, devise and bequeath <DESCRIPTION OF PROPERTY> to UnityPoint Health – Marshalltown Foundation, a non-profit organization located at 55 UnityPoint Way, Marshalltown, IA, 50158, Federal Tax ID #42-1388518, for UnityPoint Health –Marshalltown Foundation's general use and purpose.
Bequest of Specific Real Estate: I hereby give, devise and bequeath all of the right, title and interest in and to the real estate located at <ADDRESS OR DESCRIPTION OF PROPERTY> to UnityPoint Health – Marshalltown Foundation, a non-profit organization located at 55 UnityPoint Way, Marshalltown, IA, 50158, Federal Tax ID #42-1388518, for UnityPoint Health – Marshalltown Foundation's general use and purpose.
Bequest of Percentage of an Estate: I hereby, give, devise and bequeath <PERCENTAGE OF YOUR ESTATE> to UnityPoint Health – Marshalltown Foundation, a non-profit organization located at 55 UnityPoint Way, Marshalltown, IA, 50158, Federal Tax ID # 42-1388518, for UnityPoint Health – Marshalltown Foundation's general use and purpose.
Charitable Lead Trusts
This type of trust allows you to support hospital programs and transfer assets to your heirs. The income stream from the trust helps meet hospital needs and, after a period of time, your heirs receive the assets.
Charitable Remainder Trusts
A charitable remainder trust specifies to whom the income from the trust is paid. The beneficiary receives income for life or for a specified number of years. At the end of the trust term, the remaining assets of the trust pass to the Foundation. Your wishes for the remaining assets are then carried out by the Foundation.
Charitable Gift Annuity
A charitable gift annuity is an annuity contract. You transfer assets to us and, in return, we agree to make regular fixed payments to you for the rest of your life. The transaction is both the purchase of an annuity and a charitable contribution.
The method by which you contribute can determine the tax benefits. Since each situation is unique, we urge you to consult with your legal and financial advisors for the most comprehensive and up-to-date information. We would be happy to meet with you and your financial consultants to help you fulfill your wishes and arrange the legacy you desire.
Gifts of Life Insurance
A life insurance policy can be another smart way to give. Options may include naming the Foundation in an existing policy, creating new policies, and even making UnityPoint Health – Marshalltown Foundation the owner of a policy. The best way to get started is to speak with your advisor about life insurance, your financial goals, and your goals of supporting our mission.
Next Steps
- Contact Deirdre Gruendler at (641) 328-7673 or deirdre.gruendler@unitypoint.org for additional information on bequests or to talk more about the different options for including the Foundation in your will or estate plan.
- Seek the advice of your financial or legal advisor
- If you include the Foundation in your plans, please use our legal name and Federal Tax ID.
Legal Name: UnityPoint Health – Marshalltown Foundation
Address: 55 UnityPoint Way, Marshalltown, IA, 50158
Federal Tax ID Number: 42-1388518