Planned gifts are specially designed to help you meet your financial and family goals, while simultaneously fulfilling your wish to further the mission of BID-Milton.
Planned gifts, such as life income gifts and bequests, can provide you with lifetime income and tax advantages and may make it possible for you to make a larger gift to BID-Milton than you originally thought possible. The right planned gift can play a valuable role in strengthening your own long-term financial plans. At the same time, your planned gift can be a simple and affordable way to leave a lasting legacy at BID-Milton.
Planned giving options include:
Bequests, also known as estate gifts, are made by will or trust.
Life income gifts
Life income gifts, such as charitable gift annuities (link), deferred gift annuities (link), and charitable remainder trusts (link), provide an income stream for life or a term of years.
Charitable lead trusts
If you hope to transfer assets to your heirs with limited taxation, a lead trust might be an option for you. Substantial tax benefits can be realized from establishing a charitable lead trust.
Gifts of assets
There are many assets you may use to make planned gifts to BID-Milton including gifts of retirement plans, gifts of real estate, and gifts of life insurance.
The Crocker Society recognizes the generosity of those donors who are helping to preserve and ensure a solid future for BID-Milton by including the hospital in their estate plans.
For more information on planned giving or becoming a member of the Crocker Society, please contact Stephanie Truesdell at (617) 313-1194 or firstname.lastname@example.org.
Note: The information in this website is not intended to serve as legal or financial advice. When planning a specific charitable gift, the services of a legal or financial advisor should be obtained.