Legacy Giving
Leaving A Legacy
Build a Healthier Ohio for Generations
When you make a legacy gift to the Health Equity Fund of Ohio, you help ensure that affordable, high-quality health care will always be within reach for those who need it most. Your generosity today becomes a lasting promise to future generations of Ohioans.
Every planned gift, large or small, strengthens our mission to close health care gaps and expand access to preventive screenings, education, and community-based care across the state.
Make a Difference
Why Legacy Giving Matters
A legacy gift is more than a donation — it’s a statement of your values. By including the Health Equity Fund of Ohio in your will, trust, or estate plan, you create a long-term foundation for healthier communities.
With your support, we can continue to:
- Expand preventive and diagnostic screenings
- Offset the cost of care for uninsured and underinsured patients
- Support maternal, chronic, and mental health programs
- Strengthen community partnerships and outreach initiatives
Ways to Give
Include Us in Your Will or Trust
A simple bequest can ensure your commitment to health equity continues for years to come.
Sample Language:
“I give, devise, and bequeath to the Health Equity Fund of Ohio, Tax ID #33-2267091, located at 444 W. Exchange Street, Akron, OH 44302, or its successor thereto, [dollar amount, percentage, or description of property] for the benefit of its general purposes.”
(Please consult your attorney or financial advisor when preparing legal documents.)
Other Meaningful Options
Retirement Plan Assets
Retirement Plan Assets
You can designate Health Equity Fund of Greater Ohio to receive all or a portion of the balance of what remains in your retirement plan through your plan administrator. This gift will be exempt from federal and state taxes and preserve non-retirement assets for your loved ones.
Qualified Charitable Distribution (QCD) from Your IRA
Qualified Charitable Distribution (QCD) from Your IRA
If you are 70½ or older, you can make a tax-free gift of up to $100,000 from your IRA. A QCD is a great way to make tax advantageous contributions, especially if you don’t itemize your deductions.
Life Insurance
Life Insurance
You can gift all or a portion of your life insurance plan by contacting your plan administrator. This may qualify you to enjoy a charitable income tax deduction for your initial donation, and any premiums in the future.
Real Estate or Tangible Property
Real Estate or Tangible Property
Appreciated real estate or other tangible property that you have held longer than one year may qualify you for a federal income tax charitable deduction at the full market value, while eliminating capital gains taxes.
Securities and Mutual Funds
Securities and Mutual Funds
Donating securities and mutual funds that have risen in value since acquiring them may be donated at full fair market value, while avoiding capital gains taxes on the transfer (which can be as high as 20 percent).
Donor Advised Funds
Donor Advised Funds
A donor-advised fund (DAF) is a charitable investment account that allows you to combine immediate tax benefits with the flexibility to support Health Equity Fund of Greater Ohio — through cash, appreciated securities, and other assets.
Retirement Plan Assets
You can designate Health Equity Fund of Greater Ohio to receive all or a portion of the balance of what remains in your retirement plan through your plan administrator. This gift will be exempt from federal and state taxes and preserve non-retirement assets for your loved ones.
Qualified Charitable Distribution (QCD) from Your IRA
If you are 70½ or older, you can make a tax-free gift of up to $100,000 from your IRA. A QCD is a great way to make tax advantageous contributions, especially if you don’t itemize your deductions.
Life Insurance
You can gift all or a portion of your life insurance plan by contacting your plan administrator. This may qualify you to enjoy a charitable income tax deduction for your initial donation, and any premiums in the future.
Real Estate or Tangible Property
Appreciated real estate or other tangible property that you have held longer than one year may qualify you for a federal income tax charitable deduction at the full market value, while eliminating capital gains taxes.
Securities and Mutual Funds
Donating securities and mutual funds that have risen in value since acquiring them may be donated at full fair market value, while avoiding capital gains taxes on the transfer (which can be as high as 20 percent).
Donor Advised Funds
A donor-advised fund (DAF) is a charitable investment account that allows you to combine immediate tax benefits with the flexibility to support Health Equity Fund of Greater Ohio — through cash, appreciated securities, and other assets.
Got A Question?
Get in touch with us using our contact information below! We’re happy to help.
Contact Information
Main Line: (330) 777-2941
Health Equity Fund of Ohio
444 W. Exchange Street, Akron, OH 44302
Tax ID: 33-2267091
All donations are tax-deductible to the extent allowed by law.