Giving Smarter

Many people who want to impact the health of the community well into the future like to name the Baptist Health Foundation of San Antonio as a beneficiary of these instruments:

    • Wills and Bequests
    • Life Insurance
    • Retirement Assets (IRA, 401K, 403B, pension, or other tax-deferred plans)
    • Charitable Gift Annuity
    • Charitable Remainder Trust
    • Charitable Lead Trust
    • Life Estate

    You can establish a named endowed fund with a gift or commitment of $50,000 or more to honor the legacy of yourself or a loved one while supporting the programs of the Foundation. Only the earnings from your fund will be used. The permanently named fund you establish is open-ended and can be added to at any time in the future.

If you are 70½ or older, you may be interested in a way to lower the income and taxes from your IRA withdrawals. An IRA charitable rollover is a way you can help improve the health of San Antonio and benefit this year.


Benefits of an IRA charitable rollover

  • Avoid taxes on transfers of up to $100,000 from your IRA
  • Satisfy your required minimum distribution (RMD) for the year
  • Reduce your taxable income, even if you do not itemize deductions
  • Make a gift that is not subject to the 50% deduction limits on charitable gifts


**Please note that IRA charitable rollover gifts do not qualify for a charitable deduction


If you have questions, need more information, or would like to expedite an IRA charitable rollover, please contact the Foundation Office.

Command them to do good, to be rich in good deeds, and to be generous and willing to share.

1 Timothy 6:18 (NIV)