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Gift Planning FAQ

Bequests (Gifts in Your Will or Living Trust)

Q: What is a charitable bequest?

A: A bequest is a gift you make through your will or living trust. It can be a specific dollar amount, a percentage of your estate, or what remains after other obligations are fulfilled.
Q: What are the benefits of leaving a bequest?

A: Bequests allow you to support LSU Health Foundation without affecting your current financial security. They are flexible, revocable, and may reduce estate taxes.
Q: Do I need to rewrite my entire will to include LSU Health Foundation?

A: Not necessarily. Many donors simply add a codicil—an amendment to an existing will—making it easy to include a gift without rewriting the entire document.
Q: What information will my attorney need to include LSU Health Foundation in my estate plan?

A: Your attorney will need our legal name, address, and tax identification number:

Legal Name: LSU Health Foundation New Orleans
Address: 2000 Tulane Avenue, 4th Floor, New Orleans, LA 70112
Tax ID#: 72-0617050
Q: Can I designate my bequest for a specific school, program, or purpose?

A: Yes. You may direct your gift to the area that means the most to you—such as medicine, nursing, dentistry, allied health, public health, cancer-related causes, graduate studies, or a particular scholarship or program. We’re happy to help you craft language to ensure your wishes are honored. Contact the Office of Gift Planning for assistance with specific language to provide to your attorney at giftplanning@lsuhealthfoundation.org or 504-568-1608.

IRA and Retirement Plan Gifts

Q: Can I give to LSU Health Foundation directly from my IRA?

A: Yes. If you are aged 70½ or older, you may make a qualified charitable distribution (QCD) of up to $111,000 annually (per current IRS limits). These gifts can satisfy part or all of your required minimum distribution (RMD) and are not counted as taxable income.
Q: What are the benefits of giving from my IRA?

A: IRA gifts can reduce your taxable income, help you meet your RMD, and allow you to make an immediate impact on LSU Health.
Q: How do I make an IRA charitable rollover gift?

A: Contact your IRA administrator and request a direct transfer to LSU Health Foundation New Orleans. Many administrators have simple online forms available.
Q: Can I name LSU Health Foundation as a beneficiary of my retirement account?

A: Absolutely. Naming the Foundation as a full or partial beneficiary of your IRA, 401(k), or 403(b) may help your heirs avoid income taxes on retirement assets.
Q: What information will my IRA administrator need to include LSU Health Foundation to make the LSU Health Foundation New Orleans a beneficiary of my IRA?

A: Your IRA administrator will need our legal name, address, and tax identification number:

Legal Name: LSU Health Foundation New Orleans
Address: 2000 Tulane Avenue, 4th Floor, New Orleans, LA 70112
Tax ID#: 72-0617050

Gifts of Appreciated Securities

Q: What are appreciated securities?

A: These include stocks, bonds, or mutual funds that have increased in value since you acquired them.
Q: Why should I donate appreciated securities instead of selling them?

A: When you donate securities held for more than one year, you can generally avoid capital-gain tax and may receive an income-tax charitable deduction for the full fair-market value.
Q: How do I make a gift of stock to LSU Health Foundation?
A: A gift of stock can be transferred electronically from your brokerage account.

Instructions for Gifts of Stocks to LSU Health Foundation

Institution: Fidelity Investments
DTC: 0226
Acct Name: LSU Health Foundation
Acct Number: 637-906885

To ensure your gift is properly credited, please share to stock@lsuhealthfoundation.org or 504-568-3712
- Name of the stock
- Number of shares
- Your name and address
- Gift purpose (what the stock will support)
We thank you for your interest in supporting LSU Health Foundation.
Giving appreciated securities—such as stocks, bonds, or mutual funds—
can be a tax-smart way to make a meaningful impact. Your gift helps
advance health care, research, and education at LSU Health.

Please reach out to with any questions regarding gifting stock to LSU Health Foundation.
The Office of Development can reached by email at stock@lsuhealthfoundation.org or
by phone at 504-568-3712.
Q: Can I use appreciated securities to establish a life-income gift?

A: Yes. Donating appreciated stock to a charitable gift annuity or charitable remainder trust can offer additional tax benefits while generating income for you. Contact the Office of Gift Planning at giftplanning@lsuhealthfoundation.org or 504-568-1608 for a customized illustration.

Life-Income Plans (Charitable Gift Annuities & Charitable Remainder Trusts)

Q: What is a life-income gift?

A: A life-income gift allows you to make a charitable contribution while receiving income payments for life or a term of years. After the payment period ends, the remainder supports LSU Health.
Q: What is a charitable gift annuity (CGA)?

A: A CGA is a simple contract in which you make a gift to the Foundation and, in return, we pay you (and/or another beneficiary) a fixed annual income for life. Rates are based on your age at the time of the gift.
Q: What are the benefits of a charitable gift annuity?

A: CGAs offer fixed, predictable income, partially tax free payments, an immediate charitable deduction, and potential capital-gain benefits when funded with appreciated assets.
Q: Is there a minimum amount required to establish a charitable gift annuity (CGA)?

A: Yes. LSU Health Foundation generally requires a minimum gift of $20,000 to establish a charitable gift annuity.
Q: What is a charitable remainder trust (CRT)?

A: A CRT is a more flexible life-income vehicle that provides income to you or your loved ones for life or a term of years. The remaining assets ultimately benefit LSU Health. CRTs are especially useful for larger gifts or complex assets.
Q: Is there a minimum amount required to establish a charitable remainder trust (CRT)?

A: Yes. Charitable remainder trusts typically require a minimum of $100,000 to justify the administrative, investment, and legal costs associated with creating and maintaining the trust. Some donors choose to contribute more—especially if they want to generate a higher income stream or include multiple beneficiaries.
Q: Which life-income plan is right for me?

A: It depends on your goals—income needs, tax considerations, and the type of assets you wish to give. Our team can work with you and your advisors to determine the best fit. Contact the Office of Gift Planning at giftplanning@lsuhealthfoundation.org or 504-568-1608 for a customized illustration.

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