Types of Gifts
Your cause, your way
Your compassion helps us further our mission. Find a cause that is close to your heart, and help us continue our heritage of exceptional healthcare for Oklahomans. There are many ways you can help further our mission. Giving can be in the form of a cash donation, stocks and bonds, real estate, retirement assets and even life insurance.
Types of Gifts
A gift of cash is a simple and easy way for you to make a gift. You will receive a charitable tax deduction that will provide you with savings on this year’s tax return.
Benefits of a Cash Gift
- Quick and convenient
- Immediate impact
- Charitable income tax deduction
How to Make a Cash Gift
You can donate online or by mail with a check or money order. We are happy to put your gift toward a cause you are passionate about. Simply give us a call, select a designation for your online gift, or indicate you cause on your check’s memo line.
To Give by Phone
Call us at: 405-272-7070
Foundation representatives are available Monday - Friday, 8:00 AM - 4:30 PM
Make a Gift by Mail
Checks may be mailed to:
St. Anthony Foundation
601 NW 11th St.
Oklahoma City, OK 73103
Have you considered stock and bond gifts? They offer an easy way to make significant contributions, without having to pay capital gains tax.
Benefits of Giving Stocks & Bonds
- Avoid paying capital gains tax
- Receive a charitable income tax deduction
- Possibility of increased income
How to Give Stocks & Bonds
Electronic Transfer
Giving is easy thanks to electronic transfer. We can help you make a transfer from your brokerage account straight to St. Anthony Foundation.
Contact Randy.Cassimus@ssmhealth.com for more information on making an electronic transfer.
By Mail
You can also send a gift of stocks and bonds by mail. Place your unsigned stock certificate(s) in one envelope, and signed stock power per certificate in a second envelope (contact your broker or bank to receive stock powers). Send envelopes together as certified mail to:
SSM Health St. Anthony Foundation - Oklahoma City
601 NW 11th St.
Oklahoma City, OK 73103
Retirement assets like IRA, 401k, 403b, pension or other tax deferred plans can make a difference for our causes. By gifting your retirement assets, you will help further our work, and your donation will not be subject to income or estate taxes.
With charitable IRAs, you can give up to $100,000 per year as part of your minimum annual distribution and not pay income tax on the rollover!
Benefits of Gifting Retirement Assets
- Retirement assets are not taxed
- Estate tax charitable deduction
How to Give Retirement Assets
As a charity, we are not taxed upon receiving retirement assets in the form of a gift, unlike when you designate to an heir. You can transfer your assets by designating St. Anthony Foundation as your beneficiary. We will benefit from the full value of your gift, because your assets will not be taxed upon your passing.
If your life insurance policy is no longer needed or will no longer benefit your survivors, you can gift it to help us further our mission.
Benefits of Gifting Life Insurance Policies
Charitable income tax deduction.
How to Gift a Life Insurance Policy
You can also designate SSM Health St. Anthony Foundation as the beneficiary of your life insurance policy. You will continue to own and can make use of the policy during your lifetime. The policy will be included in your taxable estate when you pass away, but your estate will benefit from an estate tax charitable deduction for the value of the gift to us.
Your home, vacation property, vacant land, farmland, ranch or commercial property can make a great charitable gift. If you own appreciated real property, you can avoid paying capital gains tax by making a gift to us.
Benefits of Giving Real Estate
- Avoid capital gains tax
- Receive charitable income tax deduction
How to Gift Real Estate
Real estate property can be gifted to St. Anthony Foundation by executing or signing a deed transferring ownership. Whether you deed part of all of your property, your gift will be based on the property’s fair market value. An independent appraisal will determine your property’s value.
If you’d like to give a property with existing debt or a mortgage, please contact us. We are happy to discuss the capital gains tax implications of your gift.