Planned Giving

We all want the best for our families and the organizations we love. If you don't have an estate plan, start one today. Consider naming Edgerton Hospital Capital Foundation in your will so the quality health care you value will be here for your children and grandchildren. And let us know so we can thank you. For more planned giving information, call Ann Heiden at 608-884-1401.

A gift through your estate plan to the Edgerton Hospital Capital Foundation is a meaningful way to ensure the hospital is able to fulfill its mission. 

Planned giving options provide planning strategies and flexibility that may minimize tax implications:

  • Reduce your income taxes
  • Avoid capital-gains tax
  • Increase your spendable income
  • Retain payments for life

Should you decide to include Edgerton Hospital Capital Foundation in your planned giving, here is some helpful information: 

Named as: Edgerton Hospital Capital Foundation
Tax ID Number: 20-3161048
To designate your contribution: Please call Ann Heiden at 608-884-1401, and she will work with you and/or your advisor to designate your gift.

Gifts of Cash or Assets

The simplest way to support the Edgerton Hospital Capital Foundation is through cash gifts. However, you may also want to consider gifts of stocks, bonds and property (real estate and personal property).

Gifts by Bequests

In a Will or Trust, you can identify specific gifts to be given. In addition to supporting the Edgerton Hospital Capital Foundation, your gift also reduces estate taxes by the full amount of the gift. You may wish to designate the use of your gift for any project or program.

Charitable Remainder Trust

A Charitable Remainder Trust is a gift to the Edgerton Hospital Capital Foundation with a retained benefit, i.e. it pays income to you (the donor) or your heirs for a specific period of time. At the termination of the trust, the remainder is retained by the Foundation. For you, the donor, this type of agreement saves income, estate and capital gains taxes. Even if property has not appreciated, you can transfer it to a specially designed charitable trust and receive the income from the trust for your life and the life of a surviving beneficiary. An income tax charitable deduction and avoidance of capital gains tax on future appreciation is readily available.

Charitable Lead Trust

This trust, in the form of principle from an individual, is invested by the Edgerton Hospital Capital Foundation for a specific number of years, during which the earnings are donated to the Foundation. The donor is obligated to pay income tax on the earnings received by the Edgerton Hospital Capital Foundation as the donor has made an “incomplete” gift. At the termination of the trust period, the principal reverts to the donor or other individual of the donor’s choosing.

Retained Life Estate

You can transfer your personal residence or farm to a charitable organization and retain the right to occupy the property until death. This type of arrangement qualifies for an income tax charitable deduction. 

Thrivent Financial Choice Program

The Thrivent Financial Choice program lets eligible members recommend where some of Thrivent Financial for Lutheran’s charitable outreach funds go by directing Choice Dollars. Learn more.

Lockwood Legacy Society

The Lockwood Legacy Society is named after Edith Lockwood who founded Edgerton’s first hospital and had a strong commitment to neighbor caring for neighbor. This exclusive society is part of the Foundation to honor and recognize individuals who have named Edgerton Hospital as a beneficiary of their estates.

Learn more about the Lockwood Legacy Society. 
Download the Lockwood Legacy Society confidential membership form. 

 Please us know when you include us as part of your legacy. We want to thank you and acknowledge you as a Lockwood Legacy Society member as well as work with you to ensure your gift accomplishes all that you intended.