What is Planned Giving?

Planned giving is a method of charitable support that allows individuals to make larger gifts than they could typically make from their income, pre-planned and post-paid.

Planning Your Giving: Sowing Seeds by Giving


There is no better legacy than leaving the world a better place for future generations. Planned giving is a thoughtful way to make a lasting impact in your community, and we appreciate your consideration of CHRISTUS Ochsner SWLA Foundation in your estate plan. By supporting our mission, you will be supporting the health of your community and making a commitment to its future.

Planned Giving

Gifts of Endowment

An endowment fund is a permanent, self-sustaining source of funding. Endowment assets are invested. Each year, a portion of the value of the fund is paid out to support the fund’s purpose, and any earnings in excess of this distribution are used to build the fund’s market value. In this way, an endowment fund can grow and provide support for its designated purpose for generations to come.

Life Insurance Policies

By making CHRISTUS Ochsner SWLA Foundation the beneficiary of a new or existing life insurance policy, you will receive a charitable tax receipt for your annual premiums or your estate will receive a larger charitable tax receipt for the total amount of your insurance benefits.

Appreciated Assets

A contribution of long-term appreciated assets – i.e. stocks, bonds and/or mutual funds that have realized significant appreciation over time – is a very tax-efficient way to give.

Bequests and Wills

Giving through your estate is an easy way to make a legacy gift. Through a provision in your will or living trust, you can transfer cash, securities or other property.

“It’s not how much we give, but how much love we put into the giving.” – Mother Teresa

For more information or to request a visit from one of our Foundation staff to discuss planned giving, please call (337) 430-5353.