Planned Gifts & Estate Gifts provide for the mission of El Rio well into the future and offer tax and income advantages to you.

Options for Planned Giving include:

1. Bequest: The following are examples of how to name El Rio Health Center Foundation as a full or partial beneficiary of your estate.

OUTRIGHT BEQUEST	I give to El Rio Health Center Foundation, Tucson, Arizona, the sum of $___________
PERCENT BENEFICIARY	I give to El Rio Health Center Foundation, Tucson, Arizona, ______% of my estate.
CONTINGENT BEQUEST	If the above named beneciaries should predecease me, then I give the same to El Rio Health Center Foundation, Tucson, Arizona.
BEQUEST OF RESIDUE	I give all the rest of my property to El Rio Health Center Foundation, Tucson, Arizona.

2. Stocks, Bonds and Mutual Fund Shares: To make a gift of appreciated securities, transfer the securities to El Rio Health Center Foundation. You may transfer securities to El Rio Health Center Foundation at Smith Barney, Inc. at 5255 E. Williams Circle, Suite 5000, Tucson, Arizona 85711. Our broker is Marc H. Lock, 520-745-7031 and our account number is 633-70507-17-594. The DTC# is 0418. Please note that your gift is "For the benefit of El Rio Health Center Foundation".

3. Life Insurance: One way to make a charitable gift with minimal effect on your current financial status is to name El Rio Health Center Foundation as a beneficiary of your life insurance policy. Although you receive no tax deduction for the value of the insurance policy, the annual premiums may be used as a tax deduction. The proceeds are not taxable to your estate. You may also name El Rio Health Center Foundation as a primary, contingent or additional beneficiary of a policy.

4. Beneficiary on Account: An easy way to make a gift is to designate El Rio Health Center Foundation as a beneficiary on a bank account or IRA. There are called Transfer on Death (TOD) or Payable on Death (POD). As there amounts will be removed from your total estate, there will be a reduction in your taxable estate and are not part of the probate process.

5. Endowed Funds may be created with a minimum $10,000 gift to El Rio Health Center Foundation. Endowed funds allow you to support the foundation or a particular health center program in perpetuity. Please contact us for more information.

Thank you for considering a gift to El Rio Health Center Foundation. Our tax ID # is 86-0816675.

or call (520) 205-4947 for more information.