Planned Giving
Goals & Benefits
Suresh There are many ways to support Gaylord Hospital. These options will help you achieve different goals.
Your Goal |
Your Strategy |
Your Benefits |
|---|---|---|
Make an important impact to the Hospital that doesn't cost you anything during your lifetime, but that is priceless as part of the legacy that you leave behind. |
Include a gift from your will or trust (cash, specific property, or a share of the estate). |
A great way to provide resources that help the Hospital. |
Avoid capital gains liability and take an income tax deduction. |
Use gifts of stock or appreciated securities instead of cash to make your gift. |
Buy low and give high — while avoiding capital gains tax. |
Leave more of your estate to your heirs. |
Name the Hospital as beneficiary of your retirement plan and leave less-taxed assets to family. |
Eliminate income tax on retirement plan assets, and free up other property to pass to your heirs. |
Continue to receive benefits back from the assets you give to the Hospital — and thus multiply your gift. |
Make a contribution to a pooled income fund. Create a life-income plan like a charitable gift annuity, charitable remainder annuity trust or charitable remainder unitrust. |
Receive income for your lifetime, receive a charitable deduction, and diversify your holdings. |
Reduce high tax liability now; gain additional income later. |
Establish a deferred gift annuity. |
Receive a larger deduction and a higher income rate than an immediate payment annuity. |
Create a long-term gift that won't draw funds from your estate. |
Create a new life insurance policy or donate a paid-up policy of coverage you no longer need. |
Increase your ability to make a significant gift to the Hospital. |
Reduce gift and estate taxes and leave more of your assets to your heirs. |
Create a charitable lead trust to pay income to the Hospital for a fixed time, then pay the remainder to your heirs. |
Reduce gift and estate taxes and freeze the taxable value of growing assets before they pass to your family. |
Use our interactive Plan-a-Gift™ tool to determine what type of planned gift might best suit your goals, assets, and age.
Related Links
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.