For Professional Advisors

Foundations of MultiCareIn your work as a professional advisor, you value professionalism, integrity and honesty, taking the utmost care when serving your clients. As a nonprofit organization, we share your values and take the same care when it comes to helping our donors plan charitable gifts to MultiCare Health System. Please use these tools as you help your clients with their charitable plans, and feel free to contact us for more information or assistance.

Tools for Professional Advisors

Bequest Language: Sample language for the Foundations of MultiCare provided to assist you with drafting your clients’ documents.

Legal names and Federal tax ID numbers: The legal name and federal tax ID number for each of the four Foundations of MultiCare.

See the Benefits Today

Provide your clients with a free, no-obligation illustration of their gift with our Gift Illustrator tool. Instantly calculate deductions, tax savings and other benefits for multiple gift types.

Partner With Us

We understand that gifts to charities such as Good Samaritan Foundation, Mary Bridge Children's Foundation, MultiCare Health Foundation or South King Health Foundation can be an important part of your clients' overall financial and estate plans. That's why we're committed to working with you to ensure that your clients find the charitable arrangements that best meet their needs. We believe that charitable planning is a process that ideally involves the donor, professional advisors and our Foundations of MultiCare staff — all working together to arrange the best gift possible.

Professional Legacy Advisory Council

The MultiCare Professional Legacy Advisory Council is a special group of business professionals committed to advancing philanthropy in our communities.

Learn More

Contact Us

Informing us of your clients’ intentions and allowing us to steward the donor through you helps us to plan for the future, and show our appreciation today for what we will receive tomorrow. If you have a client that has already arranged a gift to support MultiCare, thank you for letting us know.

Let us know

If you or your clients would like more information about becoming a Legacy Circle member or making a gift to MultiCare, we invite you and your advisors to contact Frank Colarusso, Gift Planning Manager, at 253-403-1262 or frank.colarusso@multicare.org or Shelley Buck, Sr. Administrative Assistant, at 253-403-3093 or shelley.buck@multicare.org.

Make Your Annual Gift Last Forever

Each year we rely on your gift, along with many others, to help us meet our goals and make a difference in the lives of others. To ensure that our programs and funding do not suffer, please take time now to consider leaving an endowed gift—a generous statement that will truly last forever.

If your annual gift is: Perpetuate it by giving:*
  $100   $2,500
  $250   $6,250
  $500 $12,500
$1,000 $25,000
$2,500 $62,500

$5,000

$125,000

*At a 4 percent endowment spending level, 25 times an annual gift amount equals an endowed perpetual gift.

 

Personal Estate Planning Kit

Not Sure How to Begin Planning?

Download our FREE Personal Estate Planning Kit

A charitable bequest is one or two sentences in your will or living trust that leave to MultiCare Health System 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 give to MultiCare Health System, a nonprofit corporation currently located at 315 Martin Luther King Jr. Way Tacoma WA 98405, or its successor thereto, ______________* [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

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 potential 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 may qualify for a federal income tax charitable deduction when you itemize. 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 Good Samaritan Foundation, Mary Bridge Children’s Foundation, MultiCare Health Foundation and South King Health Foundation as a lump sum.

You fund this trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. 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 Good Samaritan Foundation, Mary Bridge Children’s Foundation, MultiCare Health Foundation and South King Health Foundation as a lump sum.

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

charitable gift annuity involves a simple contract between you and the Foundations of MultiCare where you agree to make a gift to your favorite MultiCare foundation or program 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.

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 your favorite MultiCare program or foundation or other charities. You cannot direct the gifts.

Saving Bonds

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Personal Estate Planning Kit Request Form

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

eBrochure Request Form

Please provide the following information to view the brochure.