You want to make a difference — not just today, but in the future. Maybe you’ve supported causes that matter to you, volunteered your time, or helped a loved one through a health care journey. Now, you’re thinking about what comes next.
Planned giving — sometimes called legacy giving or estate giving — lets you support Adena Health Foundation with bequests, beneficiary designations, or charitable trusts and often provides tax savings for you and your heirs
What’s in it for you?
Make a bigger impact than you thought possible, without affecting your current income.
Support care in your community for years to come.
Enjoy potential tax benefits.
Leave a legacy that reflects your values.
This isn’t just about philanthropy. It’s about putting your plan into action — one that supports your personal, financial, and charitable goals all at once.
So, what is planned giving, exactly?
Planned giving means arranging a charitable gift in advance, often as part of your financial or estate plan. Some gifts can even provide income back to you or a loved one now, while supporting Adena’s mission later.
The best part? You don’t need to be wealthy to make a planned gift. You just need to care and plan ahead.
Popular ways people give:
Name Adena Health Foundation in your will or trust.
Make the Foundation a beneficiary of your IRA, 401(k), or life insurance policy.
Donate stock, real estate, or other appreciated assets.
Set up a charitable gift annuity or trust that pays you income now and gives to Adena later.
Naming Adena Health Foundation as a full or partial beneficiary of your remaining DAF balance is a powerful way to continue your legacy of care and compassion.
Want your gift to support something specific?
You can absolutely designate your gift to an area of care that’s close to your heart, whether it’s:
Cancer services
Women’s and children’s care
Behavioral health
Scholarships for future caregivers
Medical innovation or rural health
Or something else
We’ll help match your legacy with the impact you want to make.
You don’t need a huge estate to leave a legacy.
Many donors believe only large estates qualify for planned giving, but that is not true. Even a modest gift, thoughtfully planned, can create real and lasting change. Whether your goal is to give back to your hometown, honor someone you love, or shape the future of health care, your legacy matters.
Get started today.
Planned giving might sound complicated, but it’s easier than you think. We’d love to discuss which option might be best for you. Email us at foundation@adena.org or call 740-779-7528.