Baylor Health Care System Foundation

Planning Your Retirement

Plan for Retirement and Meet Your Philanthropic Goals 

Planning for retirement is a smart idea at any life stage—whether you are just starting out in the workforce or in the final years of your career. It is never too early or too late to save or invest for your future needs by contributing to a 401(k), IRA or other retirement plan, and get your money working for you.

Your Future and Baylor's

As you make plans for your future, you can plan for Baylor Health Care System's future, too. It's easy to designate Baylor Health Care System Foundation as a beneficiary of all or part of your retirement plan. And because distributions from retirement plans may be subject to income tax, it often works well for people to use retirement plans to benefit charities and designate  other assets to heirs.

Ask your retirement plan administrator for a Designation of Beneficiary Form or contact one of our gift planners to learn more.

Give a Gift, Get a Paycheck for Life

Did you know there are gift options that not only help Baylor long-term, but also provide you with steady income during your retirement and often provide significant tax benefits? These include:

Charitable Gift Annuity
Provides a fixed income for life for yourself or up to two beneficiaries.

Deferred Gift Annuity   
Defer your annuity and receive higher income payments for yourself or up to two beneficiaries.

Charitable Remainder Annuity Trusts
Provides income and may provide significant tax benefits.

Charitable Remainder Unitrusts
The most flexible life-income gift that can  help you meet multiple goals at once. This type of gift may also help keep pace with inflation. Various funding options are available, including real estate.

Your Legacy Starts Today!

Please contact our gift planning experts. We look forward to speaking with you.