Planned Giving
Planned Giving for Financial Advisors
A Bequest in a Will or Trust
How they work
- Your client includes a gift to Gaylord Hospital in her will or trust, also known as a bequest. She can direct a specific amount or a percentage of her estate or a portion of her residuary estate to Gaylord Hospital.
- When the time comes, we will use the bequest for the purposes your client designates.
Benefits for your client
- This gift is simple to accomplish, will not affect your client's cash flow during her lifetime, and can create a gift that is meaningful to Gaylord Hospital.
- Any amounts designated for Gaylord Hospital will not be subject to estate tax in your client's estate.
- Your client retains the flexibility to amend or revoke her bequest in light of future circumstances or a change in family needs.
- Bequests can be combined with lifetime gifts to create a meaningful legacy at Gaylord Hospital.
In This Section
Have Questions About Giving?
Our team is here to help. For more information, please call (203) 284-2881 or contact our team via the button below.