A Gift in Your Will, Trust, or By Beneficiary Designation Can Change the Future for a Child

A growing community of Phoenix Children’s supporters have made the deeply meaningful decision to include a gift in their will or trust, or to name Phoenix Children’s as the beneficiary of their IRA, other retirement plan, life insurance or other financial account.

They have come together to fund a future where no child suffers from cancer, diabetes, or other serious illnesses. With the help of caring, generous supporters, we can ensure that no family will face cancer or other serious illness alone.

With a gift in your will or other estate plan:

  • You can leave most of your resources to your loved ones and reserve a small percentage for Phoenix Children’s.
  • A gift in your will or by beneficiary designation requires no immediate donation. The gift comes to Phoenix Children’s only after your lifetime.
  • You can change your mind at any time.

We welcome gifts in any amount. Because the value is in what these gifts represent-a healthy future for every child.

We Are Here to Help 

For assistance in crafting your personal legacy, for more information, or to notify us that you have left a gift to Phoenix Children’s Hospital in your will or other estate plan. please contact us:

Office of Gift Planning
Phoenix Children’s  Foundation 
Phone: (602) 933-3870
Email: GiftPlanning@PhoenixChildrens.com

Tax ID #74-2421549

If you are an executor, attorney, or estate administrator, please contact: (602) 933-3870 or GiftPlanning@PhoenixChildrens.com.

Please Let Us Know: 

Have you included a gift to Phoenix Children’s Hospital Foundation in your will or trust or through a beneficiary designation? Please let us know by completing a simple form.

We would be honored to express our gratitude and welcome you to the Legacy Society.

August is Make a Will Month

If you’ve been thinking about updating your will or other estate plan, please consider including a gift to Phoenix Children’s.

Summer 2022 Newsletter

News about our Legacy Society community of supporters.

Join The Legacy Society

Honoring the generosity and vision of those including Phoenix Children’s in their estate plans.

Your Legacy Journal

Share your memories, values, and life lessons through a legacy journal.

A Gift in Your Will or Trust

Creating or updating your will or living trust is an important way to care for your loved ones and the charities that reflect your values, but it doesn’t have to be complicated:

  • Think about the loved ones and causes you’d like to support.
  • Create a will that reflects your wishes and priorities.
  • Feel the peace of mind that comes with knowing your loved ones and favorite causes will be cared for.

You can leave most of your resources to your loved ones and reserve a small percentage to Phoenix Children’s Hospital. We welcome gifts in any amount, and you can change your mind at any time.

Simply contact your attorney or advisor to discuss the best way to create or update your estate plan.

To include a gift to Phoenix Children’s Hospital in your will or trust, please include our legal designation and tax ID number. Your attorney can help you determine the best way to structure your gift.

Phoenix Children’s Hospital Foundation
Tax ID #74-2421549 

If you are thinking about designating a gift to a particular program or area of research, the Gift Planning team is happy to help you explore your options and draft example language for your will that ensures your gift will be used as you intend.

We would love to hear from you: 

For more information or to answer any questions you may have about gifts in wills, contact us at (602) 933-3870.

We would be honored to express our gratitude and welcome you to the Phoenix Children’s Legacy Society.

A Gift by Beneficiary Designation

Many assets can be used to make a meaningful gift to Phoenix Children’s. You do not need to update your will; you can express your values simply by signing your name, and you have the flexibility to change your beneficiary designations at any time.

  • RETIREMENT PLANS, including your IRA, 401(k), 403(b) or other tax-deferred plan. If you name Phoenix Children’s as a beneficiary of all or some percentage of your retirement plan account, you can leave less heavily taxed assets to loved ones, and we will receive 100% of your gift.
  • LIFE INSURANCE POLICIES. You may decide to name Phoenix Children’s a beneficiary of your life insurance policy if it’s outlived its original purpose and you no longer need the policy.
  • CERTIFICATES OF DEPOSIT, BANK OR BROKERAGE ACCOUNTS, and other financial accounts. You can name Phoenix Children’s the beneficiary of any of these financial accounts.
  • DONOR-ADVISED FUNDS. You can designate Phoenix Children’s to receive funds remaining in your donor-advised fund account after your lifetime.

With each of these gifts, simply ask your retirement plan manager or financial institution for the appropriate beneficiary designation form. You may also be able to update your beneficiary designation forms through your online account portal.

If you are 70.5 year old or more, you can also make an immediate gift to Phoenix Children’s directly from your IRA through a qualified charitable distribution.

You will need our legal designation:

Phoenix Children’s Hospital Foundation
Tax ID #74-2421549 

We would love to hear from you: 

For more information or to answer any questions you may have about gifts in wills or trusts, or through beneficiary designations, contact  us at (602) 933-3870.

We would be honored to express our gratitude and welcome you to the Phoenix Children’s Legacy Society.

A Gift That Provides Income

A charitable gift annuity is a gift that gives back:

  • You transfer cash or securities, valued at $10,000 or more, to Phoenix Children’s Hospital Foundation.
  • You and/or another beneficiary received fixed payments for life, at a rate based on the age(s) of the beneficiaries.
  • You must be 65 years of age to begin receiving payments.
  • You are eligible for an immediate tax deduction. If you donated appreciated assets, you may save on capital gains taxes as well.
  • The principal passes to Phoenix Children’s Hospital after the lifetime of the income beneficiaries.

To learn more about charitable gift annuities or to request a personalized illustration of how this gift might benefit you and Phoenix Children’s Hospital, please contact us at:  (602) 933-3870.

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Jason Craig
Sr. Director, Gift Planning
(602) 933-2660 |  jcraig@phoenixchildrens.com