Ways to Give
How You Can Make a Difference
There are many ways you can support the Miami Valley Hospital Foundation while enjoying tax benefits that come with charitable donations. Explore the giving options below to learn more about how your contribution can impact the lives of our patients, our employees, and all of whom the Miami Valley Hospital Foundation serves. No matter how—or how much—you give, your generosity will make a difference.
Please feel free to contact us for more information on any of following giving options.
Outright gifts in the form of cash, checks, and credit card payments deliver immediate benefits to our programs and are always very much appreciated. We also gratefully accept non-monetary gifts, such as bonds and securities, real property, tangible personal property, gifts-in-kind, and insurance policies that name the Miami Valley Hospital Foundation as a beneficiary, in whole or part.
+ Matching Gifts
Does your employer have a matching gift program? If so, you can double—maybe even triple—the impact of your donation. As an accredited charitable organization, Miami Valley Hospital Foundation is eligible to receive matched funds. Please consult with your employer to see if they have a matching program in place.
Gifts of Stock
Gifts of stocks, bonds, mutual funds and certain other assets that have increased in value can result in greater tax savings when it comes to charitable giving. If you have owned property that has increased in value for longer than a year, you may find an advantage to donating this asset instead of cash.
Assets that have decreased in value since you owned them, may be sold with cash proceeds used to make a charitable gift. This creates a loss that you may be able to deduct from other taxable income along with the cash proceeds you contribute. Please consult your advisor if you are considering a gift of stock. We will be pleased to assist you if you have questions.
For donors aged 70 ½ or older, one can direct charitable gifts up to $100,000 per year from individual retirement accounts (IRAs) on a tax-free basis to your favorite charities. These amounts can also count towards your required minimum distribution for the year. Please check with us or your IRA administrator for more information or assistance.
Memorial and Recognition Gifts
Memorial gifts provide a meaningful and lasting remembrance for loved ones. Recognition gifts serve as a way to commemorate a special occasion or to say thanks to a friend or colleague. Donations may be designated for a specific purpose or department in the hospital (see below) or made as an unrestricted gift to fund general programs. Acknowledgment of your generosity (amount not specified) will be sent to the honoree or family. Make a tribute gift
Restricted and Unrestricted Gifts
You may choose to direct the use of your donation. Such “restricted” funds will be designated for your selected department, unit, or program.
General contributions are “unrestricted;” that is, they fund programs and services that are not accommodated in the hospital’s budget. Once each year, in consultation with hospital management, the Miami Valley Hospital Foundation Board of Trustees conducts a thorough screening process of funding proposals to allocate unrestricted funds to programs and services that would not be possible without private support. Please see this year’s projects.
Donations may also be permanently restricted and placed in an endowment fund. This fund remains for perpetuity and only the annual interest may be spent based on the original designation of the fund. A minimum of $10,000 is required to establish an endowment fund. The Miami Valley Hospital Foundation has endowments from the early 1900’s that are still supporting the hospital today.
Throughout the year, we host various events to raise funds and bring together people committed to supporting the work of the Miami Valley Hospital Foundation. Check out the Programs & Events page for information on current activities and how to get involved.
Interested in learning how you might be able to include Miami Valley Hospital Foundation as a beneficiary of your long-range plans? The foundation offers a number of options in planned giving, and we invite you to contact us to learn more about any of the following options.
Charitable Gift Annuity:
In exchange for the irrevocable transfer of cash or securities, Miami Valley Hospital Foundation commits to paying a fixed amount for the life of the donor and the donor’s spouse. This arrangement provides a current income tax savings and possible capital gains savings. We would be happy to provide you with an illustration to discuss with your tax and financial advisors.
Deferred Gift Annuity:
Similar to gift annuities above, the starting date for deferred gift annuity payments is postponed to some time in the future. This arrangement may offer certain tax advantages.
Wills & Bequests:
A gift to Miami Valley Hospital Foundation through a will—either by designating a percentage of your estate or a specified amount—permits you to retain all your assets during your lifetime and/or the life of your spouse. To include the MVH Foundation in your will, we recommend the following language: Miami Valley Hospital Foundation, 31 Wyoming St., Dayton, OH 45409, a 501(c)3 organization, in Montgomery County, Ohio.
Charitable Lead Trust:
A Charitable Lead Trust may be appropriate to meet your financial goals if you wish to retain ownership of the trust principal. Income will be directed to the Miami Valley Hospital Foundation for the specific term of the trust, after which time the principal will return to either you or those whom you designate.
Charitable Remainder Trust:
A Charitable Remainder Trust provides income to you and your spouse so long as either of you live. Thereafter, the trust principal will go to the Miami Valley Hospital Foundation. You may also name other charities as principal recipients.
When you no longer need the added protection of an insurance policy, transferring the policy’s ownership to Miami Valley Hospital Foundation can result in tax benefits for you, and a generous gift for Miami Valley Hospital. Miami Valley Hospital Foundation can also be included as a beneficiary, a contingency beneficiary, or as owner of a new or existing policy.
For those who may have significant retirement plan assets, you may be able to avoid potential estate and/or income taxes on any part of those assets by making Miami Valley Hospital Foundation the beneficiary of any unused plan assets.
Ready to give?
Please visit our donation page to make a contribution.
Please contact us for more information on any of Miami Valley Hospital Foundation’s giving options.