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UnityPoint Health - Des Moines

Gifts From a Donor Advised Fund

UnityPoint Health-Des Moines Foundation is qualified to receive gifts from Donor Advised Funds. Below is the primary information needed to make a gift from a Donor Advised Fund to UnityPoint Health-Des Moines Foundation.

We welcome the opportunity to discuss the options for making a gift to make a difference in the life saving care we provide to our patients and families. Please feel free to contact Don Ireland-Schunicht or Caleb Hegna for more information and any questions you have.

As with many financial accounts, final distribution of contributions remaining in a donor advised fund is governed by the contract you completed when you created your fund. We hope you will consider naming UnityPoint Health-Des Moines Foundation as a beneficiary of your account. Or, you can name UnityPoint Health-Des Moines Foundation to receive a portion of the remaining account balance.

We are a verified charitable organization on Guidestar. Visit our profile by clicking here.

Thank You.

Don Ireland-Schunicht
don.ireland-schunicht@unitypoint.org
(515) 241-6304

Caleb A. Hegna
caleb.hegna@unitypoint.org
515-241-5938

Legal Name: Iowa Health Foundation
d/b/a Iowa Health Foundation, d/b/a UnityPoint Health-Des Moines Foundation

Federal Tax ID#: 42-1467682

Address: 1415 Woodland Avenue, Suite E200; Des Moines, IA 50309

Phone: 515-241-6304
FAX: 515-241-6966

UnityPoint Health-Des Moines Foundation Accepts Gifts for the Following:
Iowa Methodist Medical Center
Iowa Lutheran Hospital
Blank Children's Hospital
John Stoddard Cancer Center
Methodist West Hospital
Taylor House Hospice & UnityPoint at Home
UnityPoint Health Foundation – Des Moines
UnityPoint Health – Des Moines

Next Steps

Legal Name: Iowa Health Foundation, d/b/a UnityPoint Health-Des Moines Foundation
Address: 1415 Woodland Avenue, Suite E200; Des Moines, IA 50309
Federal Tax ID Number: 42-1467682

eBrochure Request Form

Please provide the following information to view the brochure.

A charitable bequest is one or two sentences in your will or living trust that leave to UnityPoint Health-Des Moines Foundation a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

"I, [name], of [city, state, ZIP], give, devise and bequeath to UnityPoint Health-Des Moines Foundation [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to the Foundation or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate, or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the gift tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to the Foundation as a lump sum.

You fund this trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to the Foundation as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and the Foundation where you agree to make a gift to the Foundation and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

Personal Estate Planning Kit Request Form

Please provide the following information to view the materials for planning your estate.