Ways to Give

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Through planned giving, you can make provisions for MeritCare to receive a gift at some time in the future, usually after your death. There are a variety of planned giving options that provide significant tax advantages, both to you and your heirs. Inclusion of MeritCare in your estate plan qualifies you for membership in the LegacyCare program. More information about LegacyCare can be found in this brochure Adobe PDF file.

For more information about planned giving options, contact MeritCare Foundation at (701) 234-6246 or e-mail Foundation@meritcare.com.

 

Specific Bequests

Made through a will, specific bequests direct a designated amount or specific estate assets to MeritCare.

Residual Bequests

Made through a will, residual bequests consist of all or part of the estate that is left after specific bequests are honored.

Contingent Bequests

Made through a will, contingent bequests designate assets to MeritCare in the event of a death of another beneficiary.

Trust Remainder Bequests

Created by a will or lifetime trust agreement that provides an income stream to a loved one, trust remainder bequests consist of all or part of the remaining trust principal after the death of the beneficiary.

Charitable Remainder Trusts

Separately invested trusts created by a gift of cash or appreciated property. The trust pays the donor or designated beneficiaries an income stream for life or a specified period of time. At the termination of the trust, the assets are transferred to MeritCare Foundation.

Charitable Lead Trusts

The charitable lead trust operates in the reverse of a trust, generating current annual income from the trust to MeritCare over a period of years. When the trust expires, the remainder is distributed to the donor or other beneficiaries.

Charitable Gift Annuities

Personal annuity funds are established between a donor or donors and MeritCare Foundation. The donor uses a gift of cash or appreciated property (such as stock) to fund the annuity. The annuity pays the donor or designated beneficiary income for life. At the end of the designated time the balance in the annuity is transferred to the MeritCare Foundation. The full faith and assets of the MeritCare Foundation back each charitable gift annuity.

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