Create a Legacy of Love with a Planned Gift

Gift Planning

Gift & estate planning is a great way to support Baystate Health Foundation while generating income for yourself and your family. New in 2023! You may even earn income with a gift from your retirement assets.  Explore below to learn more. 

Charitable Gift Annuities Funded with Cash or Securities

A charitable gift annuity provides fixed payments to you or others you name for life in exchange for your gift of cash or securities.

Charitable Remainder Trust

A charitable remainder unitrust can help you maintain or increase your income while making a significant gift to Baystate Health Foundation. The charitable remainder unitrust is highly flexible. You can easily make gifts of assets that are not easily converted to cash using the unitrust. If your unitrust grows, your payments will grow too, providing a potential hedge against inflation.

Charitable Gift Annuity Funded with Your Qualified Charitable Distribution

New in 2023! If you are age 70.5, you may also fund a charitable gift annuity with your retirement assets and received fixed income for life .