One unique way you can support Spaulding while creating your own legacy is through a planned gift. Planned gifts are popular because they can provide valuable tax benefits and/or income for life.
Whether you use cash or other assets, such as real estate, artwork, or stock, the benefits of funding a planned gift can make this type of charitable giving very attractive.
By including us in your estate plans, a planned gift will support Spaulding and at the same time allow you to preserve your existing assets. Individuals who make a planned gift to Spaulding will automatically become members of Spaulding's
Legacy Society.
In addition, estate and life-income gifts with a value of $1,000 or more qualifies you for membership in the
Spaulding Society.
Types of planned gifts include:
Bequests
A popular and flexible way to make a legacy gift is to remember Spaulding in your will or living trust. You can make a gift of a specific dollar amount, a particular asset, a percentage of your estate, or the remainder of your estate once all of your other bequests have been fulfilled. You can use this bequest language to remember Spaulding in your estate plans. If you have already named Spaulding Rehabilitation Hospital in your will or estate plan, thank you and please let us know so that we can fulfill your wishes.
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Life Insurance
Naming Spaulding as the owner and/or beneficiary of your life insurance policy will grant Spaulding the death benefit and support our mission. In addition, your continued payment of premiums will become tax-deductible gifts to Spaulding.
Retirement Plan Assets
Retirement assets, such as a 401k and an IRA can generate estate and income taxes leaving little for your heirs. By designating Spaulding as a beneficiary you can potentially avoid these taxes while supporting Spaulding at the same time. This gift is simple, unlike the expense of updating your will; you can control the transfer of these assets at your death. The beneficiary designation card on file with the plan administrator determines who receives these assets.
Charitable Gift Annuity
The concept of a gift annuity is simple. It is a contract in which you donate assets and we reinvest. We agree to pay a fixed payment to you, a friend, or family member of your choosing for life. What is left of the remainder from the annuity will benefit Spaulding's efforts. This type of gift is particularly attractive because it provides tax advantages, but also is used to supplement retirement income.
More Ways of Giving
There are additional ways to give based on your needs and financial resources. We would be happy to talk to you about these options:
| • | Charitable Remainder Trust | | | • | Charitable Lead Trust | | | • | Real Estate | | | • | Personal Property | |
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For more information about gift planning, please contact:
Melissa Forger
Director of Development
Phone: (617) 573-2911
E-mail:
mforger@partners.org