Charitable, Financial and Tax Deduction Information

St. Elizabeth Hospital Foundation, Inc. is a qualified 501-c(3) charity that operates with its own articles of incorporation, by-laws and board of directors in Appleton, Wisconsin.

How to Make a Gift

Outright Gifts

This is the most preferred gift form because of the immediacy of its usefulness in the foundation's work. Outright gifts may be made in the form of cash, securities and gifts of saleable property. You may make your gift in person, by mail Printer-friendly Donation Form and mail to: St. Elizabeth Hospital Foundation, 1506 S. Oneida St., Appleton, WI 54915-1397, or Donate Online via our secure server. You may also contact the foundation at (920) 831-1475 or sehf@affinityhealth.org.

Securities

The foundation office and our brokerage firm, Robert W. Baird in Appleton, can assist you. Gifts of paper stock or electronic transfer can be made.

Electronic Stock Gifts

You may make gifts by electronic transfer of stock through our account at Robert W. Baird & Company in Appleton, Wisconsin. Please contact Tom Gottsacker at Robert W. Baird at (920) 830-3600 or 1-888-792-0466.  Transfer stock to DTC number 0547 and instruct to credit the St. Elizabeth Hospital Foundation Account # 79610470. It’s helpful if you can notify the foundation of your plans by contacting us at (920) 831-1475 or sehf@affinityhealth.org.

Qualified Charitable Plan

Name the foundation as beneficiary of a qualified charitable plan (IRA, Tax-Deferred Annuity, 403B, etc.). A simple beneficiary form or change of beneficiary form is required. Contact the foundation office at (920) 831-1475 or sehf@affinityhealth.org with any questions.

Charitable Lead Trust

A Charitable Lead Trust (CLT) provides the opportunity to make a major annual gift from the trust to a nonprofit for a limited period of time, following which the trust will pass to family members. CLT’s can be established during your lifetime, or they can be provided for in a will, providing a payment stream to the nonprofit for a term of years and significant tax savings for your estate. Family members eventually receive all the assets in the trust.

Gifts should be discussed directly with the foundation office by calling (920) 831-1475 or email sehf@affinityhealth.org. A variety of options are available, including charitable gift annuities and charitable trusts.

Real Estate or Life Insurance

Gifts of real estate or life insurance require information and documentation. Please gather documents related to the type of gift you are considering and contact the foundation office at (920) 831-1475 or sehf@affinityhealth.org.

Bequest Provision

The foundation can provide you or your advisor with the legal name and preferred language for including the foundation as a beneficiary of your will or trust. If you would like more information about how to make a bequest provision for the foundation, please contact the foundation office at (920) 831-1475 or sehf@affinityhealth.org.

The foundation welcomes non-cash contributions of items that directly benefit patients, as long as the department accepting the items determines the contribution is appropriate. Please contact the foundation to ask about making gifts in-kind. When accepting an in-kind contribution, the foundation will complete its section of IRS Form 8283, which is used by those who itemize on their income tax returns. This form allows the donor to claim tax deductions for non-cash charitable gifts. It is the donor’s responsibility to indicate the value of the gift and to fill out various sections of the form, depending on that value.

Tax ID

39-1256677

All gifts are fully tax-deductible as allowed by law

Fiscal Year

June 1 to July 31

Statements

Audited financial statements and information about the foundation’s assets, liabilities, fund balances, revenues and expenses are available through its IRS form 990 and an audited statement conducted by KPMG Peat Marwick, contact the foundation at (920) 831-1475 or sehf@affinityhealth.org

Gifts in-kind
Gifts that Produce Income for the Donor

Copyright 2017 St. Elizabeth Hospital Foundation