How to Give

If you are considering a planned gift to Summa Health, please read this exciting announcement about the future of the health system.

Giving to Summa Health can be done either directly or through a gift model that has the potential to provide tax benefits and even income. Click on the examples below to learn more.

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  Bequest

  Bequest

  Designate our organization as the beneficiary of your asset by will, trust or beneficiary designation form. Bequests and other estate gifts impact every department and program, supporting patient care advancements and teaching initiatives throughout Summa Health.
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  IRA Rollover

  IRA Rollover

  Congress recently enacted a permanent extension of the IRA Charitable Rollover. As a result, you can make an IRA rollover gift in 2016 and beyond.
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  Beneficiary Designation Gifts

  Beneficiary Designation Gifts

  Designate Summa Health as a beneficiary of a retirement, investment or bank account or your life insurance policy.
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  Charitable Gift Annuity

  Charitable Gift Annuity

  Transfer cash or appreciated property to our organization in exchange for fixed payments (with rates based on your age) for the rest of your life.
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  Charitable Remainder Unitrust

  Charitable Remainder Unitrust

  Transfer cash or appreciated property to fund a charitable remainder unitrust. The trust sells your property tax-free and provides you with income for life or for a term of years. Summa Health receives the remainder funds in the trust.
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  Charitable Remainder Annuity Trust

  Charitable Remainder Annuity Trust

  Transfer your cash or appreciated property to fund a charitable remainder annuity trust. The trust sells your property tax-free and provides you with fixed income for life or a term of years. Summa Health receives the remainder funds in the trust.
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  Charitable Lead Trust

  Charitable Lead Trust

  Fund a trust that makes gifts to Summa Health for a number of years. You or your family receives the remainder funds in the trust at substantial tax savings.
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  Sale and Unitrust

  Sale and Unitrust

  Give a portion of your property to Summa Health to fund a charitable remainder trust. The cash from the sale is used to create a trust that provides you with income for life. Summa Health receives the remainder funds in the trust.
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  Bargain Sale

  Bargain Sale

  Summa Health purchases your property for less than fair market value. You receive cash from the sale that you can use as you see fit. You receive a charitable tax deduction for the difference between the purchase price and fair market value of the property.
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  Give It Twice Trust

  Give It Twice Trust

  Provide your children with a stream of income while also making a gift to Summa Health.
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  Life Estate Reserved

  Life Estate Reserved

  Give your property to our organization but retain the right to use the property during your lifetime.
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  Donor Advised Funds

  Donor Advised Funds

  You fund a DAF and make charitable gift recommendations during your lifetime. When you pass away, your children can carry on your legacy of giving.
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