Planned Gifts

Planned Giving

With your support, the Northeast Health Foundation is able to achieve its mission of providing funding for the many affiliates of Northeast Health. By including the Northeast Health Foundation in your financial and estate plans, you may increase your current income and provide future support for areas of Northeast Health that are important to you. Often you can make a larger gift than you might have thought possible - while also benefiting yourself.

What is planned giving?

The term "planned giving" refers to charitable gifts that require some planning before they are made. Planned gifts are popular because they can provide valuable tax benefits and/or income for life. Whether a donor uses cash or other assets, such as appreciated stocks, real estate, or partnership interests, the benefits of funding a planned gift can make this type of charitable giving very attractive to both the donor and charity.

Potential benefits of planned gifts include: Increasing current income for the donor or others; reducing the donor's income tax; avoiding capital gains tax; passing assets to family at a reduced tax cost; making significant donations to charity. Ways to give include:

  • Gifts of Cash
  • Securities/Stock
  • Charitable Gift Annuities
  • Bequests
  • Retained Life Estate
  • Retirement Assets
  • Charitable Trusts
  • Charitable Lead Trust
  • Real Estate
  • Bargain Sales
  • Gifts-in-Kind

Please consult your own financial or legal advisor before proceeding with any planned gift arrangement.

For more information on planned giving, please contact Northeast Health Foundation at (518) 482-4433.

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