Gifts from
Donor Advised Funds

What is a donor-advised fund?

A donor-advised fund (DAF) is a type of giving program allowing you to combine the most favorable tax benefits with the flexibility to easily support your favorite charities. An increasingly popular charitable vehicle, DAFs are an excellent way to both simplify your charitable giving and facilitate your strategic philanthropic goals.

How does it work?

  • Establish your DAF by making an irrevocable, tax-deductible donation to a public charity sponsoring a DAF program
  • Advise the investment allocation of the donated assets (any investment growth is tax-free)
  • Recommend grants to qualified public charities of your choice, including Baptist Health.

Legal Name: Baptist Health System Foundation, Inc.*
EIN: 59-2487135
841 Prudential Drive, Suite 1300
Jacksonville, Florida 32207

*please note, there are multiple organizations registered with the IRS as Baptist Health Foundation.

Final distribution of contributions remaining in a donor-advised fund is governed by the contract you completed when you created your fund. We hope you will consider naming Baptist as a “successor” of your account. Or, you can name us as the successor for a portion of the account value, leaving the remaining portion for your heirs.

Questions related to Donor Advised Funds can be to our Philanthropy Services team by calling (904) 202-2808.

As with all gift planning, you should consult with your tax advisor and lawyer to determine what planned gift strategy is best for your current tax situation and income requirements. Consulting estate-planning professionals will help ensure that your wishes to make a lasting impact will be fulfilled.

About Us

Gifts to the Baptist Health Foundation support the services and programs of our hospitals. more

Learn more information about Baptist Health, the “most preferred” health care provider in Jacksonville.

© Baptist Health Foundation 2020

Get In Touch

841 Prudential Drive
Suite 1300
Jacksonville, Florida 32207

foundation@bmcjax.com
904.202.2919

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