What is a planned gift? It is a gift made to a non-profit organization that is not part of your family budget or immediate discretionary spending. Whether made during your lifetime or after, a planned gift allows you to help to sustain the organizations that share your values and speak to your heart.
There are many opportunities to make Hospice and Palliative Care of St. Lawrence Valley a beneficiary to part or all of your estate by including the organization in the following documents:
- as part of your estate plan through your will or through a living trust
- when you are creating a commercial annuity
- through your IRA, 401K or other qualified retirement plan
- with a life insurance policy
Please consult your personal financial adviser for specific legal and tax advice about creating the estate plan that is best for you, your loved ones and your philanthropic goals.
Feel free to contact our Director of Development if you would like more information or to inquire about making a planned gift to Hospice and Palliative Care of St. Lawrence Valley.
And thank you for considering the welfare of our patients and families as you plan for the future!