Planned Giving

The Superior Health Foundation values the charitable support of people just like you. Planned gifts are an important part of gift giving. Gifts to the Superior Health Foundation go directly back into our endowment, which in turn will provide grant funding to many health initiatives all across the Upper Peninsula.

We’re grateful for the wonderful response to the Foundation’s efforts to enhance the impact of philanthropy. We’re hopeful our donors will discover the benefits of supporting the Superior Health Foundation through their estate plans.

These donations (often called planned gifts) can offer many advantages:

  • Reduce or avoid your capital gains tax
  • Provide you or a loved one income for life
  • Allow you to make a much larger gift than you thought possible
  • Reduce your estate taxes
  • Create an income tax deduction for you

If you’re interested in considering an estate gift to the Superior Health Foundation, we can provide simple to understand information on some of the most popular methods. We’d be happy to provide you simple, easy-to-read information that explains how simple a planned gift is.

Five of the most popular and effective methods of creating a planned gift are: will or trusts; life insurance; stock gifts; charitable gift annuities; and charitable remainder trusts.

The Superior Health Foundation is available to discuss with you and your financial advisor the many personal and financial benefits of charitable giving. Jim LaJoie, executive director of the Superior Health Foundation, is happy to guide donors through the gift-giving process, with the goal of creating a life-fulfilling experience to benefit you and the entire U.P.

For more information, contact the Superior Health Foundation at 906-225-6914. We can be reached by email at shf@superiorhealthfoundation.org. To arrange a personal, confidential meeting with Jim, email him at jlajoie@superiorhealthfoundation.org or call 906-225-3431.