Leave a legacy
for the future.

Planned giving is a powerful way to shape the future of health care in Oklahoma while maximizing the benefits to you and your loved ones.

What is planned giving?

Planned giving allows you to make a meaningful impact on INTEGRIS Health while meeting your own financial and philanthropic goals. These gifts—whether made through your will, IRA, life insurance, or appreciated assets—can offer immediate and lasting benefits for you, your family, and your community.

Bequests

Qualified Charitable Distributions

Stocks or Bonds

Life Insurance

Are you prepared?

A recent Legacy Giving Benchmark Study found that 90% of Americans believe having a will is important, and 92% think it’s important to speak with their loved ones about making a plan.

32%

of Americans have a will.

40%

of people don’t think they have enough for a will.

31%

of people with a will have included a charity.

32%

of people speak with their loved ones about end-of-life care.

Bequests

A bequest is a gift made through your will or trust. It’s one of the most popular and flexible ways you can support INTEGRIS Health. It’s also one of the easiest gifts to make.

Benefits of Bequests

  • Leaving a lasting legacy to be remembered

  • Lessen the burden of taxes on your family

  • May receive estate tax savings

What are my options?

With the help of an advisor, you can include language in your will or trust specifying a gift be made to family, friends or INTEGRIS Health Foundation as part of your estate plan.

  • You can gift a specific dollar amount or asset

  • You can gift from the balance or residue of your estate

  • You can make a beneficiary designation of certain assets

Bequest Language

To make a bequest, you should speak with your attorney. Your attorney can help you include a bequest to INTEGRIS Health Foundation in your estate plan.

If you are considering making an outright bequest to INTEGRIS Health Foundation, we recommend the following language:

I hereby give, direct (amount) to INTEGRIS Health Foundation, a nonprofit organization located at PO Box 57380, Oklahoma City, OK, 73157, Federal Tax ID #73-1047338, for INTEGRIS Health Foundation's general use and purpose.

If you are considering a bequest but would like to ensure that it will be used for a specific purpose, please let us know. We will be happy to work with you and your attorney to meet your charitable objectives.