Endowed Gifts

Your Gift Can Last Forever

An endowed gift to Banner Health Foundation and/or Banner Alzheimer’s Foundation today provides a brighter tomorrow. When you make an endowed gift, you give a gift with both immediate and long-term benefits.

Endowed gifts are invested and professionally managed for growth. A portion of the annual income from the investment is used to address immediate needs at the Foundation. The remaining funds are reinvested to ensure enduring support for your chosen program(s).

Since endowed gifts are permanent, donors are recognized as members of the Legacy Society. View current Legacy Society members and learn more about this special group of supporters.

An Example of How It Works

Couple Smiling Longtime supporters of Banner Health Foundation and/or Banner Alzheimer’s Foundation, Charlie and Susan have two goals: First, they want to make sure the Foundation continues to receive support after they are gone. Second, they want to create a lasting legacy for Charlie’s parents.

Charlie and Susan make a $25,000 donation to the Foundation, which we invest, and each year, a portion of the income from the invested money will be used to support our mission in honor of Charlie’s parents. Plus, Charlie and Susan qualify for a federal income tax charitable deduction on their taxes.

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Next Steps

  1. Contact Emily Leva at 480.335.4876 or emily.leva@bannerhealth.com to discuss endowed gifts.
  2. Seek the advice of your financial or legal advisor.
  3. If you include the Foundation in your plans, please use our legal name and federal tax ID.

Legal name: Banner Health Foundation
Address: 2901 N. Central Ave., Suite 160, Phoenix, AZ 85012
Federal tax ID number: 94-2545356

Legal name: Banner Alzheimer’s Foundation
Address: 2901 N. Central Ave., Suite 160, Phoenix, AZ 85012
Federal tax ID number: 20-4862361

Start Paying It Forward

View and download your FREE copy of Endowments: A Never-Ending Legacy.

Our Top Free Resource

This comprehensive estate planning kit helps you protect your family and establish your legacy. FREE!

Download My Kit