GIVE NOW, OR GIVE LATER?
An outright gift to Peninsula Regional Medical Center Foundation will allow us to meet immediate objectives. In turn, it will give you maximum tax benefits, especially attractive if you are in high earnings years. It can also be the simplest gift to arrange.
You may, however, prefer to leave your assets and cash flow alone until your death, and instead make your gift through your estate. Even though we cannot use this gift immediately, it will be important to our long-term financial strength and help ensure our ability to meet the opportunities and challenges the future will present us.
To make a gift from your estate, you may use a Will or a revocable trust. You may also use life insurance or the balance remaining in your retirement plan. These gifts help you keep your lifetime financial planning flexible, although they provide only limited income tax benefits.
We will be happy to speak with you about any of these options, but we always recommend professional assistance in establishing estate-plan gifts.
We appreciate your interest and support, and would be pleased to meet with or provide you with additional information on the advantages of planned giving.
PRMC Foundation can be named as a beneficiary in your will in any one of a number of simple ways. An outright gift, either a designated dollar amount or percentage of your estate, could be specified. We could also be named as a remainder beneficiary to receive funds only after specific sums have been paid to individual beneficiaries. It may be helpful to know that you can easily add PRMC Foundation to your Will through an amendment to your Will called a codicil, thus your entire Will does not have to be redrafted.
Let Us Know
We hope you will tell us when you have named Peninsula Regional Medical Center Foundation in your will. We would very much like the opportunity to thank you for your generosity.
For More Information on Planned Giving, Please Contact Shirley Sultani at 410-543-7140 or firstname.lastname@example.org