Other Ways to Give There are many ways to give back to Adventist Health Sonora Foundation, both now and in the future.

There are distinct tax advantages to considering gifts of appreciated securities such as stocks, bonds and mutual funds. Donors do not incur capital gains tax on appreciated securities given for charitable purposes and the full value qualifies for a charitable tax deduction.

Donors age 70 1⁄2 and older can make a direct transfer of up to $100,000 per spouse from an individual IRA to Adventist Health. The gift is credited against the required minimum distribution; it is not taxable or deductible.

A grant recommendation from your Donor Advised Fund is a wonderful way to put previously designated charitable funds to use for the health of our community. Contact us to discuss options for using grant recommendations from your DAF as part of a multi-year gift strategy. To make a gift now from your DAF, use our search to get started.

A gift of real estate or undivided partial interest that has appreciated in value can be an attractive option when considering a major charitable contribution. Contact our team of philanthropy professionals to facilitate the donation of real estate.

The use of life insurance policies for charitable giving is another option when planning a major contribution. In order to qualify for the charitable deduction, the donor must relinquish all incidents of ownership in the policy by irrevocably designating Adventist Health Sonora Foundation as owner and beneficiary.

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