Make a Planned Gift and Join Care Resource's Legacy Society

Thank you for considering the Care Resource in your estate plan. The Care Resource Legacy Society is open to individuals who have named Care Resource as a beneficiary of their will, estate plans, charitable gift annuities or charitable trusts, and who donate a planned gift of $5,000 or more.  

As a member, you will have a broad range of options for planned giving, plus the potential for significant financial benefits and tax advantages.  You will join a community of other individuals who have committed to share our vision of providing high-quality medical services and serve as a leading healthcare provider in our community to the uninsured and underinsured low-income minority populations.

Your gift will be used at the discretion of the Board of Directors for the highest priorities of the organization. If you wish to restrict your gift to a specific project or program, please consult with Care Resource’s Development staff.  You may make your gift in your name, or you may memorialize a loved one with your contribution. 

Many people choose to include their charitable interests in their long-range estate planning. There are numerous ways to preserve the financial security of one's self and loved ones while also providing for charitable gifts. Examples of planned gifts include:

Bequests or Living Trusts

Charitable Trusts and Gift Annuities

Checking Accounts, Savings Accounts, CDs

Life Insurance

Retirement Plans

Other charitable gift options include a direct gift of cash, appreciated securities or real property, retirement plans and living trusts. Consult with your advisers on the best way to prepare an estate plan that first meets your unique needs and wishes.

As a member of The Legacy Society, you will receive a gift of appreciation, recognition on our donor display in the main lobby of our Midtown Primary Health Center and Administrative Headquarters and acknowledgment in our annual report. A wish of anonymity will also be honored.

If you or your advisers have any questions about this information, please contact Care Resource at 305-576-1234 Ext 249, or by email at jwelsh@careresource.org.

On behalf of the Care Resource Board of Directors and staff, thank you for including Care Resource in your estate plan.