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Planned Giving

A Legacy of Impact. A Future of Care.

Join a community of dedicated donors who are shaping the future of healthcare through leadership and legacy giving at the Phelps Health Foundation. Through generosity today and thoughtful planning for tomorrow, Pillar Society members help ensure every patient receives compassionate, exceptional care close to home.

Why it Matters

At Phelps Health, we are committed to Going Beyond Better. That means not only meeting expectations in healthcare, but exceeding them for every patient and every family.

Patients need more than medicine. They need support, dignity and hope in their most vulnerable moments.

Pillar Society members make that possible.

Through sustained generosity, donors help remove barriers to care, strengthen our health system and ensure our community has access to high-quality care today and for generations to come.

 

A Story of Impact

Rolla resident Steve Bowles was facing a sudden and serious heart condition, navigating fear, uncertainty and urgent decisions. Because of expert care at Phelps Health and support made possible by donors, he received treatment close to home, surrounded by family when it mattered most.

Every day, stories like Steve’s reflect what is possible when community generosity meets exceptional care.

Donation, Foundation, Donte

Explore Ways to Give

Cash or check

The simplest and most common form of giving, may be one-time or recurring.

Electronic or payroll deduction

Funds are transferred electronically or deducted automatically from payroll.

Credit card

Quick, convenient method for one-time or recurring giving

Marketable securities (stocks)

Donors transfer publicly-traded stock, which is then sold by the Foundation.

Donor advised fund (DAF)

Gifts made from a donor’s charitable fund (Pledges and event payments cannot come from DAFs.)

IRA charitable rollover

Donors 70-1/2 years or older can give directly from their IRA, avoiding taxes on the distribution.

Tangible personal property

Non-cash items, such as artwork, jewelry or equipment (Must be reviewed for approval)

Real estate

Land or property gifts of $100,000+ (subject to legal and environmental review)

Life insurance (Foundation-owned)

Donor names the Foundation as both owner and beneficiary of a permanent policy.

Bequests (will or estate gifts)

Donor includes the Foundation in their will or trust.

Retirement plans or beneficiary designations

Donor names the Foundation as beneficiary of a 401(k), IRA or insurance policy.

Qualified charitable distributions (QCD)

Donors 70-1/2 years or older can donate directly from their IRA to a qualified charity through a QCD. This gift counts toward the donor’s required minimum distribution (RMD) but is excluded from taxable income, a smart way to give while reducing taxes.

Charitable trusts

Donor establishes a trust providing income for themselves and others, with the remainder benefitting the Foundation.