All charitable gifts to support the programs of Saint Agnes Healthcare are received by the Saint Agnes Foundation. The Foundation’s purpose is to develop philanthropic resources that will provide present and future support for the mission of Saint Agnes Healthcare. Gifts to the Saint Agnes Foundation are tax deductible to the extent allowed by law.

Your contribution will help Saint Agnes Healthcare serve our community by expanding health care services, assisting the poor, enhancing facilities and purchasing state-of-the-art equipment. Here are some ways you can make your gift:

Ways To Make A Charitable Gift

Give online
Visit GiveSaintAgnes.org/donate to make an online gift.

Give by phone
Call us at 667-234-3155.

Give by mail, UPS, or FedEx
Your generous contribution can be payable to Ascension Saint Agnes and mailed to:
Ascension Saint Agnes Foundation
MB#123
900 S Caton Ave
Baltimore, MD. 21229

Note: For calendar year tax credit, gifts sent by USPS must be postmarked by Dec. 31 and gifts sent by UPS, FedEx or another courier must be received by Dec. 31.

Give stock or mutual funds
When making your gift of stock, please tell your brokerage firm to provide the following information with the transfer:
•Your name
•Name of the security to be transferred and number of shares to be transferred
•Name and contact information for the brokerage firm
•Purpose of gift

Note: Per IRS guidelines, stocks or bonds are valued on the average of the high and low selling prices on the date of transfer, multiplied by the number of shares donated.

Key information to include:
•Depository Eligible Security (DTC) number: 2669
•Northern Trust Company
•Account number: 44-82990
•Account name: MedStar Health gift account

Mutual funds
Ascension Saint Agnes uses RBC to handle contributions from mutual funds. Please do not establish an account at the mutual fund in the name of Ascension Saint Agnes. RBC will establish a shell account at the fund and provide you as donor with the account number so that you can complete the transfer. To facilitate this donation, please contact the Office of Philanthropy at 667-234-3155 or via email at Foundation@stagnes.org.

Note: Mutual funds are valued based on closing price (net asset value) on the date the donated shares are transferred from the donor’s control, multiplied by the number of donated shares.

Give by wire transfer
To make your gift via wire transfer, contact the Foundation office at 667-234-3155 or at Foundation@stagnes.org.

How to recommend a gift through a donor-advised fund
1.Request a grant distribution through your DAF sponsor.
2.Include the tax ID of your designation.
3.Indicate whether your gift is designated to a specific program or area of greatest need. IRA Charitable Rollover gifts If you are 70 ½ or older, you can direct up to $100,000 each calendar year to a qualified charity directly from your IRA.

Note: Under the SECURE Act, which took effect in January 2020, the age at which required minimum distributions
(RMDs) must start increased to age 72. Despite the delay in the starting age for RMDs, Qualified Charitable Distributions (QCDs) from IRAs were not affected. For that reason, QCDs may still be taken from IRAs as early as age 70 ½.

To make an IRA Charitable Rollover: Contact your IRA administrator and request a distribution to be made to Ascension Saint Agnes directly from your IRA. Request that your administrator include your name with the distribution. Check with your administrator for any deadlines that may have an impact on your gift. Request that checks be sent to:
Ascension Saint Agnes Foundation
MB#123
900 S Caton Ave
Baltimore, MD. 21229

1.Include the tax ID of your designation.
2.Indicate whether your gift is designated to a specific program or area of greatest need.

Please contact the Office of Philanthropy at 667-234-3155 or via email at Foundation@stagnes.org to inform us of the purpose and intended entity of your IRA rollover gift.

Gift planning
Unlike cash donations, planned gifts, also referred to as “deferred gifts,” are typically made from assets in your estate, rather than disposable income. There are several ways to make a planned gift:

Giving a bequest through your will or trust offers a way to support MedStar Health without impacting your discretionary spending.

Life income gifts allow you to make a gift and receive income back for life or a term of years for you or a member of your family.

Beneficiary designations of your retirement account or insurance policy are easy to implement and can be completed through a change of beneficiary form.

Other creative gift plans provide opportunities to transfer ownership of real estate, personal property, or another asset to allocate a planned gift to MedStar Health.

This document is not intended as, and should not be considered as, legal, tax, financial, or other advice. Ascension Saint Agnes strongly encourages you to seek independent professional advice to find the right philanthropy strategy to align with your goals and circumstances.