Ways to give.
Transform someone’s life today—give now.
Every dollar you donate is strategically invested in world-class facilities, cutting-edge technology, innovative services and personalized, remarkable care at UW Health in the Northern Illinois/Rockford region. Give generously today and help us continue to save lives and shape a healthier future for our region.
3 easy ways to give
All gifts, no matter the size, inspire remarkable care and innovative solutions that positively impact our community.
Online
The easiest way to make a one-time or recurring gift.
By Mail
Send your check to:
SwedishAmerican Health Foundation
1415 E. State St., Suite 100
Rockford, IL 61104
Contact Us
If you have any questions about other giving options (stock, IRA, matching, donor-advised fund, legacy or other gifts) or want to learn more about the impact your gift will make, please contact us at:
Your support matters.
Your generosity has the power to create a lasting impact beyond a lifetime. By considering us in your estate planning, you’re ensuring that the causes you care about continue to thrive long into the future.
Why leave a legacy?
Impact
Your legacy gift can transform lives, supporting vital programs and initiatives that make a difference.
Perpetuity
It’s a timeless way to support causes close to your heart, ensuring your values live on.
Legacy of Generosity
Leave behind a legacy that reflects your compassion and commitment to positive change.
If you’ve included us in your estate plans, please let us know. We want to express our gratitude and ensure your wishes are honored.
Together, we can create a brighter tomorrow for generations to come. Thank you for considering us in your legacy planning.
Contact us today to discuss your legacy gift and share your intentions. Your generosity knows no bounds.
Types of gifts
Recurring gifts
Increase your impact - join our Monthly Giving Club
Empower lasting change with a recurring gift. A recurring gift is a simple and efficient way to ensure your ongoing support for SwedishAmerican Health Foundation. By setting up a recurring monthly, quarterly or annual gift, you are creating a sustained impact that transforms lives.
Tribute gifts
Pay tribute to a loved one, friend, classmate, co-worker or business.
A Tribute gift is a personal way to recognize an individual by dedicating a gift to SwedishAmerican Health Foundation in their name. Three ways a Tribute gift can be made are in honor, in memory and in celebration.
Gifts of gratitude
Honor your caregivers
Thank the people who went above and beyond with a donation in their name. If you would like to express how thankful you are for the care you received, you can show your appreciation with a Gift of Gratitude to recognize a nurse, doctor or other caregiver at UW Health in northern Illinois.
Matching gifts
Employer matching-gift programs can double or even triple your gift to SwedishAmerican Health Foundation.
Many companies offer a matching-gift program to their employees or, in some cases, family members of employees and/or retirees. Taking advantage of your employer’s matching-gift program allows you to double or triple your donation. Please check with your human resources department to see if your employer has a matching-gift program.
If you need assistance with a matching-gift claim form, please contact us at:
Donor-advised funds
Designate gifts from your donor-advised fund to our Foundation.
A donor-advised fund (DAF) is an account offered by a sponsoring organization (often a community foundation or fund manager) that accepts a donor’s gifts and then makes charitable donations according to the donor’s directions. While your gift to a DAF is immediately deductible for federal income-tax purposes, your distributions to charities can be parceled over time. There is no additional income-tax deduction when a distribution is made from the DAF because a deduction was obtained for the original transfer to the DAF.
To make a donation using your donor-advised fund, please make your grant recommendation for your donation to SwedishAmerican Health Foundation to your fund administrator. Please remember that donations from your DAF cannot have any benefit to you in return for the DAF gift. A letter will be sent to you from our Foundation acknowledging the donation you initiated through your DAF.
SwedishAmerican Health
Foundation Tax ID: 36-3097493
Mail to:
SwedishAmerican Health Foundation
1415 E. State St., Suite 100
Rockford, IL, 61104
Securities and stock gifts
Gifts of appreciated stock provide multiple benefits.
Gifts of securities and stocks offer multiple benefits to donors. In addition to a charitable contribution tax deduction, you generally are able to avoid paying capital gains tax on the increase in the value of the assets.
If you have any questions about appreciated gifts of securities, please consult with a tax advisor or contact us at:
IRA gifts
Use your IRA to make a charitable gift commitment.
This popular gift option is commonly called the IRA charitable rollover, but you may also see it referred to as a qualified charitable distribution, or QCD for short.
If you are age 70½ or older, giving directly from your IRA is a simple way to contribute, and it can result in tax benefits even if you don’t itemize.
How It Works
If you are age 70½ or older, you can instruct your IRA administrator to make a qualified charitable distribution up to $100,000 to SwedishAmerican Health Foundation.
A check will be sent directly from your IRA to SwedishAmerican Health Foundation. Our Tax ID # is 36-3097493.
Benefits
- Because you, as the donor, do not receive the funds at any point in the transfer, the distribution amount is not included in your gross income.
- The gift can satisfy your required minimum distribution.
- The gift provides support today for Foundation programs that are important to you.
- The gift can satisfy a pledge with the benefiting organization.
Requirements
- The donor must be age 70½ or older.
- The gift must be made directly from the IRA to an eligible charitable organization.
- No charitable deduction is allowed, but the IRA distribution is not included in taxable income.
- There is a $100,000 limit per taxpayer for all qualified charitable distributions made within the year.
- No material benefits can be received in return for this type of gift.
- This type of gift cannot be made to a donor-advised fund, supporting organization or private foundation.
- This type of gift can only be made from an IRA. Gifts from 401(k), 403(b) and 457 plans do not qualify.
Is This the Right Gift for You?
- You are required to take a minimum distribution from your IRA, but you do not need additional income.
- You do not itemize your deductions. Your qualified charitable distribution will not be included in your taxable income.
- You want to make a charitable gift and your IRA constitutes the largest share of your available assets.
- You live in a state where retirement plan distributions are taxable on your state income tax return, but your state does not allow itemized charitable deductions.
- You have an outstanding pledge to a charity. The IRA charitable rollover can satisfy a pledge without violating rules against self-dealing.
- You would like to make an additional charitable gift, but it would not be deductible because you have already reached your adjusted gross income annual limitation for charitable contributions. The IRA charitable rollover is equivalent to a deduction because it is not included in taxable income.
To discuss making a bequest, please consult with a tax advisor or contact us at:
IRA Gift FAQs
I am turning age 70½ in a few months. Can I make this gift now?
No. You must be 70½ by the date you make the gift.
I have several retirement accounts—some are pensions and some are IRAs. Does it matter which retirement account I use?
Yes. Direct gifts to a qualified charity can be made only from an IRA. Under certain circumstances, however, you may be able to roll assets from a pension, profit sharing, thrift savings plan (TSP), 401(k), or 403(b) plan into an IRA and then make the transfer from the IRA directly to SwedishAmerican Health Foundation. To determine if a rollover to an IRA is available for your plan, speak with your plan administrator.
Can my gift be used as my required minimum distribution (RMD)?
Yes. Beginning in the year you turn 73, you can use your gift to satisfy all or part of your RMD.
Do I need to give my entire IRA to be eligible for the tax benefits?
No. You can give any amount under this provision, as long as it is no more than $100,000 per year. If your IRA is valued at more than $100,000, you can transfer a portion of it to fund a charitable gift.
When do I need to make my gift?
We must receive your gift by Dec. 31 for your donation to qualify this year. If you have check-writing features on your IRA, please be aware that your check must clear your account by Dec. 31 to count toward your required minimum distribution for the calendar year.
I have two charities I want to support. Can I give $100,000 from my IRA to each?
No. Under the law, you can give a maximum of $100,000 per year. For example, you can give each organization $50,000 this year or any other combination that totals $100,000 or less. Any amount of more than $100,000 in one year must be reported as taxable income.
My spouse and I would like to give more than $100,000. How can we do that?
If you have a spouse (as defined by the IRS) who is 70½ or older, they can also give any amount up to $100,000 from their IRA.
Can I use the transfer to fund life-income gifts like charitable gift annuities or charitable remainder trusts?
Yes. If you are 70½ or older, you may now make a one-time election for a qualified charitable distribution of up to $50,000 (without being taxed) from your IRA to fund a life-income gift. Some limitations apply, so contact us for more details and a personalized illustration at no obligation.
I have already named SwedishAmerican Health Foundation as the beneficiary of my IRA. What are the benefits if I make a gift now instead of after my lifetime?
By making a gift this year of any amount up to $100,000 from your IRA, you can see your philanthropic dollars at work. You are jump-starting the legacy you would like to leave and giving yourself the joy of watching your philanthropy take shape. Moreover, you can fulfill any outstanding pledge you may have made by transferring that amount from your IRA as long as it is $100,000 or less for the year.
For Those 59½ Years Old or Older
If you are at least 59½ years old, you can take a distribution and then make a gift from your IRA without penalty. If you itemize your deductions, you can take a charitable deduction for the amount of your gift.
At Any Age
No matter your age, you can designate SwedishAmerican Health Foundation as the beneficiary of all or a percentage of your IRA and it will pass to us tax-free after your lifetime. It’s simple, just requiring that you contact your IRA administrator for a change-of-beneficiary form or download a form from your provider’s website.
Tip: Please let us know of your gift because retirement plan administrators have no obligation to notify a charity of your designation. The administrator also will not monitor whether your gift designations are followed.
If you have any questions regarding qualified charitable distributions, please consult with a tax advisor or contact us at (779) 696-2496 or foundation@swedishamerican.org.
Bequests and wills
Secure an estate-tax charitable deduction for the value of your gift.
Through various types of bequests to SwedishAmerican Health Foundation (SAHF), you may secure an estate-tax charitable deduction for the value of your gift while providing much-needed support for our mission for years to come.
You may prefer to include in your will or trust a sum of money, a percentage of your estate, a specific asset, a work of art, or a piece of real estate that you wish to give to the SAHF.
Whatever form of bequest you choose, this gift would not be subject to federal estate taxes and therefore may significantly reduce the tax burden of the estate. The value of the bequest may be deducted when the taxable estate is determined, and there is no limit on the deduction amount.
To discuss making a bequest, please consult with a tax advisor or contact us at:
Retirement plan or life insurance gifts
When done properly, charitable donations of retirement assets can minimize the amount of income taxes imposed on both your individual heirs and your estate.
Your IRA, 401(k), 403(b) and/or life insurance plans are a great way to provide for your retirement. They can also be a golden opportunity to advance the values that have been most important to you in your life. For many people, this is the easiest and most effective way to make a meaningful charitable gift.
- Make withdrawals from your retirement account as usual during your lifetime.
- Make a gift that becomes effective only when you and your spouse or partner no longer need the assets.
- Donate all or a percentage of the balance of your account.
Just name SwedishAmerican Health Foundation, Tax ID 36-3097493, as your beneficiary.
You can also use a beneficiary designation with:
- Employer-provided life insurance
- A bank or brokerage account eligible for “pay on death” or “transfer on death”
- A donor advised fund or “charitable gift fund” account
If you have any questions regarding retirement plan or life insurance gifts, please consult with a tax advisor or contact us at:
Life income gifts
Life income gifts can provide an income stream and significant tax savings.
Do you want to support SwedishAmerican Health Foundation but worry about having enough income for yourself and your loved ones? Life income gifts such as gift annuities and charitable remainder trusts can provide donors with an income stream, significant tax savings and the satisfaction of providing the Foundation with vital, long-term resources. The creation of a life income gift benefits both the giver and the receiver. It’s a “win-win” situation.
If you have any questions regarding life income gifts, please consult with a tax advisor or contact us at:
Real estate gifts
Gifts of real estate can provide necessary resources for SwedishAmerican Health Foundation.
Almost any type of real estate may be donated: undeveloped land, farms, commercial buildings, vacation homes or your residence.
If you are looking for way to meet your philanthropic goals by using non-liquid assets or if you’re looking for a way to downsize your real estate portfolio without incurring a large tax bill, real estate donations might be the solution for you. Donating real estate can allow you, as the owner, to receive charitable tax deductions based on the fair market value of your property.
If you have any questions regarding real estate gifts, please consult with a tax advisor or contact us at:
All donations made are processed and receipted by:
SwedishAmerican Health Foundation
1415 E. State St., Suite 100
Rockford, IL, 61104
EIN: 36-3097493.
SwedishAmerican Health Foundation is a 501(c)(3) tax-exempt organization and your donation is tax-deductible within the guidelines of U.S. law. To claim a donation as a deduction on your U.S. taxes, please keep your emailed or mailed donation receipt as your official record. We’ll send it to you upon successful completion of your donation.
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor.
