Leave a Legacy with Planned Giving

Based on your own financial goals, a planned gift provides future support for the Banner Health program or facility of your choosing

Planned gifts may be revocable or irrevocable and include bequests through your will or living trust, retirement plan or life insurance policy beneficiary designations, charitable trusts and charitable gift annuities. Through planned giving, your personal financial goals are documented in a well-conceived estate plan. Legacy gifts are a powerful tool for individuals and families wishing to invest in the future of Arizona health care through Banner Health.

An important first step in planning your charitable legacy is deciding how and where to direct your gifts to achieve the results you envision. Gifts can be unrestricted, allowing Banner Health to apply them where the need is greatest. Or, restricted contributions may be made to a specific program or service.

Legacy and Estate Charitable Planning

Download our Planned Giving Guide and when you're ready, call 602.747.GIVE to discuss options. Our professional staff will join you and your advising team to determine strategies for incorporating a planned charitable gift into your estate plan.

When you plan an estate gift to Banner Health Foundation or Banner Alzheimer’s Foundation, you’re leaving a strong health care legacy for future generations. Planned giving allows you to make a larger gift than may be possible during your lifetime—and some gift instruments even provide you with income for life. Sophisticated, tax-advantaged vehicles help you develop and execute your charitable plan according to your goals. 

Visit our Planned Giving Center and learn more about the benefits and flexibility of a planned gift.

Join the Legacy Society

Banner Health Foundation’s Legacy Society recognizes the generosity and foresight of those who have remembered Banner Health in their estate plan, will or trust. Legacy gifts are promised today and realized after your lifetime. Legacy gifts can be unrestricted, allowing Banner to apply them to a range of future needs. Or, they may be designated for a specific Banner Health medical center, a particular program, or an area of care that matters most to you. To join the Legacy Society, simply download the Gift Agreement articulating your intentions, and return the completed form to our office.

Visit The Planned Giving Center