At MedStar Health, we offer opportunities to make a planned gift. Our goal is to help you fulfill your philanthropic intent in coordination with your financial and estate planning to make a difference for generations to come. Learn more below.
Ways to give
There are many ways to provide a deferred or planned gift to MedStar Health, some of the most popular approaches include:- Charitable bequests through your will or living trust
- Beneficiary designations through gifts of retirement assets or life insurance
- Gifts that generate income including charitable gift annuities
What to give
In making your decision to make a gift to MedStar Health, you should consult your legal or financial advisors related to the tax advantages and consequences of your decision.MedStar Health accepts the following assets:
- Cash
- Stocks
- Gifts through will or revocable trusts
- Retirement assets
- Life Insurance
- Real estate (or other appreciated assets)
Making a plan
We recognize that values-based gift planning and estate planning is a personalized process. At MedStar Health, we have a unique service that we offer to our friends and supporters that is free, confidential, and is a complement to the conversations you have with your personal advisor.
MedStar Health works with Thompson & Associates, a firm that specializes in values-based estate planning. Thompson & Associates provides unbiased counsel in connecting your lifetime values with your estate planning goals.
You might wish to give to your heirs 100% of your assets.
The reality for most people is 70% to your heirs and 30% to taxes.
There's an alternative option, known as the “third bucket."
Would you like to learn how you can take care of your heirs, reduce or eliminate taxes and support the organizations you value the most, like MedStar Health via the “third bucket” option?
Email us at philanthropy@medstar.net.
Additional information
Interested in finding out more? Contact us via email at philanthropy@medstar.net or call 410-772-6747.