Planned Giving
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How to Give

How to Give

Giving to the Foundations of Sharp HealthCare can be done directly or through giving options that provide tax benefits and even income. Click on the options below to learn more.

  • Bequest
    A simple and straightforward way to leave a legacy by designating Sharp as a beneficiary in your will or trust.
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  • IRA Rollover
    Make a tax-free gift from your IRA. Anyone aged 70 ½ or older may give up to $100,000 each year directly to Sharp and avoid paying taxes on the distribution.
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  • Beneficiary Designation Gifts
    You can designate us as a beneficiary of a retirement, investment or bank account or your life insurance policy.
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  • Charitable Gift Annuity
    Make a gift of cash or appreciated property to Sharp in exchange for our promise to pay you fixed payments for the rest of your life. Enjoy an immediate charitable tax deduction and the satisfaction of helping to sustain quality healthcare in San Diego.
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  • Life Estate Annuity
    A Life Estate Gift Annuity allows you to make a gift of your home to Sharp HealthCare while you continue to occupy and enjoy it for your lifetime and receive a secure income for life.
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  • Donor Advised Funds
    A Sharp Donor Advised Fund allows you to optimize your giving by providing you with an immediate tax deduction and then allowing you to make gifts on your own timetable to Sharp HealthCare and other charities that you choose.
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  • Charitable Remainder Trust
    Transfer appreciated assets into a tax-exempt trust that avoids capital gains when selling the asset leaving more funds available to pay you income for life or a set term of years. The remainder will be used to improve the health of everyone we serve.
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  • Bargain Sale
    Selling highly appreciated property can create a significant tax bill. A bargain sale may be a good solution to avoid capital gains tax and still receive some cash.
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More Giving Options

For a customized giving strategy that meets your financial and philanthropic goals, contact a member of our Legacy Giving team.

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