Giving Through Estate Planning

Planned gifts include noncash gifts and assets designated for future charitable giving, typically after a donor’s passing. Making this type of legacy commitment is a thoughtful and meaningful way to ensure that your philanthropic goals live on past your lifetime.

Gift planning can offer significant tax advantages, including immediate income tax deductions, avoidance of capital gains taxes on appreciated assets and reduced estate taxes. Common options include gifts of appreciated securities, qualified charitable distribution from an IRA, charitable gift annuities, donor‑advised funds and bequests. These tools allow you to maximize your philanthropic impact while managing your tax liability effectively.

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For more information on gift planning, please contact:

Brena Baumann-Gonzalez, JD
Associate Chief Development Officer
832.667.5907 
giftplanning@houstonmethodist.org

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Flexible Gift Planning Options

Retirement Asset

Gifts made by naming the Foundation as a beneficiary of a retirement account, such as an IRA, 401(k) or 403(b)

Beneficiary Designation

A donor names the Foundation as beneficiary or transfers ownership of a life insurance policy

Qualified Charitable Distribution

Direct transfer from an IRA to the Foundation by donors aged 70½ or older

Charitable Gift Annuity

A contract in which the donor makes a gift and receives fixed lifetime payments while the remainder goes to charity

Retained Life Estate

A gift of real property, such as a home or farm, in which the donor transfers ownership to the Foundation but retains the right to live in or use the property for life

Bequests

A gift made through a donor’s will or living trust, typically distributed after death

Legacy and Heritage Mean Something Special

Legacy and Heritage Mean Something Special

Eric Brueggeman’s gift carries forward a family tradition of giving back. His commitment to Houston Methodist will support behavioral health, the Center for Performing Arts Medicine and the Concussion Center, benefiting generations to come.

Read "A Gift Through the Ages"

I want to anchor myself with the best nonprofit organizations Houston has to offer because I want to help make the city the best it can possibly be.



Eric Brueggeman — Donor

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