There are many types of planned gifts including cash, securities, and annuities. Several provide tax and income benefits. Some options are listed here. To learn more about the best options for you, please contact your financial advisor. If you have questions for the Foundation about planned giving, contact our office at 908-788-6141 or email@example.com.
A bequest is a gift made through your will or trust. It is one of the most popular and flexible ways that you can support the health system. To make a bequest gift even easier for you, we’ve partnered with FreeWill: a free online resource that guides you through the process of making a gift to Hunterdon Health in your will to build a legacy providing compassionate and quality Health for those in our community. This is one of the easiest ways to make your mark in creating a full circle of care, and it only takes 20 minutes. Get started today.
Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to our organization. Please contact us if you would like to make a gift of stock.
A donor-advised fund is a private fund administered by a third party and created for the purpose of managing charitable donations on behalf of an organization, family, or individual. It allows you to make a charitable contribution, receive an immediate tax deduction, and then recommend grants to charities from the fund over time.
You can make a direct transfer of funds from your IRA custodian, payable to a qualified charity which can be counted toward satisfying your required minimum distributions for the year. In addition to the benefits of giving to charity, the amount donated is excluded from taxable income, which is unlike regular withdrawals from an IRA.
You can designate us as a beneficiary of a retirement, investment or bank account or your life insurance policy.
You transfer your cash or appreciated property to our organization in exchange for our promise to pay you fixed payments (with rates based on your age) for the rest of your life.
You transfer your cash or appreciated property to fund a charitable remainder unitrust or annuity. The trust sells your property tax free and provides you with income for life or a term of years.
The Wescott Society is named in honor of Lloyd B. Wescott (1907 - 1990), distinguished philanthropist, civic leader, and patron of the arts, agriculture and community health care. Mr. Wescott was a founding Trustee of the Hunterdon Medical Center, serving as Chairman from 1951 to 1976. The Wescott Society was established as a testimonial to Mr. Wescott and the power of individual giving. Membership is extended to those who contribute deferred or planned gifts to the Hunterdon Health Foundation.
Please let us know about your planned gift of any kind and we will contact you with information about membership in this distinguished society.
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9100 Wescott Drive, Suite 202
Flemington, NJ 08822