Legacy Society

The Legacy Society was created to give people the opportunity to support San Antonio Regional Hospital through their estate planning. People who are grateful for the Hospital and who want to make sure the hospital is here to take care of their family, friends and others well into the future. 

YOU MAY ALREADY BE A MEMBER OF THE LEGACY SOCIETY IF YOU... 

• Have left a legacy by will or trust - named the Foundation in your will, living trust, or as beneficiary of your retirement plan.
• Decide to give a gift that provides a life income - you can transfer appreciated assets to the Foundation and retain a fixed or variable life income. You avoid capital gains tax and receive a current income tax deduction. Afterwards, the principal passes to the Foundation.
• Leave your home to the Foundation - you can give your personal residence or farm to the Foundation while retaining the lifetime use; you will receive substantial tax benefits.
• Transfer assets that pay an income to the Foundation for a period of years with the principal passing to your heirs with reduced estate tax costs.
• Name the Foundation as owner and beneficiary of an existing life insurance policy - you can deduct the cash value.