Gift Planning

Support Northland Health Care Access in a Tax-Saving Way

If you're 70½ years or older, you can donate up to $100,000 from your IRA directly to Northland Health Care Access without incurring income taxes on the donation.

Why is this method of giving so popular?
  • Your contribution makes an immediate impact, allowing you to witness the difference it makes today.
  • You avoid income taxes on the donation. The transfer doesn’t count as taxable income nor does it qualify for a tax deduction, benefiting you even if you don’t itemize deductions.
  • If you haven’t taken your required minimum distribution for the year, your IRA charitable rollover gift can fulfill part or all of that obligation.

Establish a Legacy in Your Will or Trust

You can make a lasting impact on our Northland neighbor’s lives by simply including Northland Health Care Access in your will or trust. It takes just one sentence to make a difference. When discussing your estate plans with your attorney, use the following preferred language:

“I give to Northland Health Care Access, Inc., tax ID # 43-1578121, currently located at PO Box 14414 Parkville, MO 64152 [written amount or percentage of the estate or description of property] for its unrestricted use and purpose.”

Or Make Your Gift in 3 Easy Steps
  1. Contact your retirement plan administrator, insurance company, or bank for a change-of-beneficiary form.
  2. Decide what percentage (1 to 100) you would like Northland Health Care Access to receive and specify it on the beneficiary form.
  3. Return the completed form to your plan administrator, insurance company, or bank.

How Can We Assist You?

For more details on how you can advance our mission through your gift planning, please reach out to Jen Ward at (816) 507-8970 or [email protected].

Please note that the information provided here is not intended as legal or tax advice. For such guidance, please consult with your attorney or tax advisor. Figures mentioned are for illustrative purposes only and refer to federal tax rates, subject to change. State laws may also affect your specific circumstances.

Northland Health Care Access, Inc., is a federally recognized 501(c)(3) tax-exempt organization, ID number 43-1578121. All donations are tax-deductible to the extent permitted by law.

Scroll to Top