Your Generosity Strengthens Our Community
At Packard Health, every gift, whether large or small, helps ensure that compassionate, high-quality care is available to everyone in Washtenaw County, regardless of their ability to pay. Each year, more than 15,000 active patients rely on us for primary care, behavioral health support, addiction treatment, resource navigation, and essential health services.
When you give, you make this possible.
Your support fuels more than 41,000 total visits each year, including children receiving wellness checks, seniors managing chronic conditions, people experiencing homelessness getting the care they deserve, and families finding stability through our food access and community support programs.
Together, we build a healthier, more equitable future for our neighbors.
Monthly Giving
Monthly giving provides steady, reliable funding that sustains Packard Health year-round. By becoming a monthly donor, you help us plan ahead, respond quickly to community needs, and ensure patients receive consistent, high-quality care.
To become a monthly donor, simply click the Donate button and select “recurring gift.” A few clicks turn your support into ongoing, dependable funding that makes a lasting difference.
IRA and Retirement Gifts
Making a gift from your IRA is a tax-efficient way to support Packard Health while meeting your financial goals.
- Qualified Charitable Distribution (QCD) If you are age 70½ or older, you can make a QCD, a direct gift from your IRA to Packard Health. Once you reach age 73, a QCD can satisfy all or part of your Required Minimum Distribution (RMD). Unlike regular withdrawals, QCDs are excluded from taxable income.
- Beneficiary Designation You can also name Packard Health as a beneficiary of your IRA. Because retirement assets are often taxed when inherited by individuals, designating a charitable beneficiary can be a wise and impactful choice.
Packard Health can provide transfer details and work with you or your advisor to ensure a smooth process.
Donor Advised Funds
Donor-Advised Funds (DAFs) offer a flexible and convenient way to support Packard Health. If you have a DAF, you can:
- Recommend a grant to Packard Health at any time to make an immediate impact, or
- Name Packard Health as a beneficiary of your fund to create a lasting legacy
You can designate Packard as the sole beneficiary or leave a percentage to us while naming family members as successor advisors. Contact your fund administrator for beneficiary forms or instructions.
Packard Health Tax ID: 38-2269817
Tribute Gifts
Tribute gifts are a meaningful way to honor someone special or remember a loved one. Whether celebrating a milestone or memorializing someone who has passed, your gift creates a lasting impact in their name.When making your tribute gift, please include the name and mailing address of the person to be notified. We will send a thoughtful acknowledgement without disclosing the gift amount.
Stocks/Mutual Fund Gifts
Gifts of appreciated securities, such as stocks or mutual funds, are a tax-efficient way to support Packard Health. When you donate appreciated securities held for more than one year:
- You avoid capital gains tax on the appreciated value
- You may claim a charitable deduction for the full fair market value
- Packard Health receives immediate support for its mission
To make a gift, simply instruct your broker to transfer shares directly to Packard Health’s brokerage account. Once the transfer is complete, we will send a confirmation letter and gift acknowledgment for tax purposes.
Name of Packard Health’s Broker: LPL Financial
DTC Clearing Number: 0075
Account Name at LPL: Packard Health Inc.
Account Number: 6892-4993
Endowed Gifts
Establishing or contributing to an endowment is one of the most powerful ways to support Packard Health in perpetuity. Endowments are permanent funds where the principal is invested, and only annual earnings are used, providing a stable, reliable source of support year after year.
If you wish to create an endowment, Packard Health will partner with you and the Ann Arbor Area Community Foundation (AAACF) to create an endowment that benefits Packard’s vital mission. The endowment will be held at the AAACF and professionally managed by its investment committee. Donors may contribute to existing endowment funds or work with AAACF to establish a new named fund that reflects their personal values or honors a loved one.
Endowment funds grow over time and distribute earnings in accordance with the AAACF’s spending policy (currently 5% of the rolling 16-quarter average), ensuring steady support for Packard Health’s mission regardless of market fluctuations.
Simple Gifts from Your Will or Estate
Many people assume legacy giving is only for the wealthy, but anyone can make a meaningful impact through a planned gift. A bequest in your will, designating a percentage of your estate, or naming Packard Health as a beneficiary of a retirement account or life insurance policy are all simple, accessible ways to leave a legacy.
These gifts reflect your values, not your wealth, and help ensure that Packard Health continues delivering compassionate care for generations.
A gift through your will is one of the easiest and most meaningful ways to ensure that compassionate, high-quality healthcare remains available to everyone in our community—today and for future generations. Many supporters choose this option because it costs nothing now, is flexible, and allows them to make a lasting impact regardless of their estate size.
By including Packard Health in your will, you extend your values of care, dignity, and equity far into the future.
Why This Type of Gift Matters
Your legacy gift helps ensure:
- Continued access to primary and preventive care
- Expanded behavioral health and addiction recovery services
- Support for patients facing homelessness or financial hardship
- Healthier futures for children and families
- Strong, stable community health for years to come
No matter the size, your gift creates long-lasting ripples of hope and healing.
Ways to Include Packard Health in Your Will
There are several simple options, and each one makes a difference. Use this sample language in your will or trust.
Sample Bequest Language
1. General (Unrestricted) Bequest
“I give [insert dollar amount, percentage of estate, or description of asset] to Packard Health, a nonprofit corporation organized under the laws of the State of Michigan, with a business address of [insert mailing address], and federal tax identification number 38-2269817, to be used for its general charitable purposes.”
2. Specific Program or Purpose Bequest
“I give [insert dollar amount, percentage of estate, or description of asset] to Packard Health, a nonprofit corporation organized under the laws of the State of Michigan, with federal tax identification number 38-2269817, to be used for [describe specific program or purpose—for example, behavioral health services, care for patients experiencing homelessness, or other area].
If, in the judgment of Packard Health, it becomes impossible to carry out the stated purpose, the gift may be used in a way that most closely aligns with my original intent.”
3. Residual Bequest
“I give all (or [insert percentage]) of the residue of my estate to Packard Health, federal tax identification number 38-2269817, for its general charitable purposes.”
4. Beneficiary Designation (for retirement plans, IRAs, or life insurance)
“Packard Health (Tax ID 38-2269817) is the beneficiary of [all or percentage] of my [name of account or policy].”
We encourage donors to consult with their attorney or financial advisor when preparing estate plans. We are happy to work with you and your advisors to craft a bequest that reflects your wishes and maximizes your impact on community health.
Your Legacy, Your Impact
Legacy gifts of all sizes strengthen Packard Health’s ability to serve more than 15,000 patients each year, deliver thousands of behavioral health and primary care visits, and ensure that no one in our community goes without the care they need.
Your planned gift helps guarantee that the care you value today will remain accessible tomorrow.
We’re Here to Help
If you’re considering a gift through your will, we’d be honored to speak with you. We can help you find a giving option that reflects your values, fits your goals, and helps ensure a healthier future for our community.
It was Dr. Jerry Walden’s idea to open up a clinic because in his mind health was not a privilege. It was a right that everyone should have access to.
Sharon Moore
Patient and Board Member
