Make a Tax-Smart Gift without Giving Up Any Assets Now

From honoring a loved one to saving taxes to generating income for life, a planned gift lets you take care of you and yours while ensuring the vital future of Baystate Health.

Do more than you thought possible through charitable giving and financial planning. From honoring a loved one to saving taxes to generating income for life, a planned gift lets you take care of you and yours while ensuring the vital future of Baystate He

Did you know you can create a legacy at Baystate Health Foundation without changing your will or parting with anything now? You can designate Baystate as a beneficiary of your retirement accounts and benefit from one of the most tax-wise ways to support lifesaving and life-enhancing care.

In addition to tax savings for you and your heirs, a gift of retirement assets has other advantages:

The satisfaction of creating a gift without giving away any assets now. Funds are available to you should you need them to meet your own needs.

It is simple to arrange. You request a beneficiary designation form from your plan administrator. There is no need to change your will or living trust.

You can designate Baystate Health Foundation as beneficiary for whatever percentage you choose to help Baystate Health meet the future healthcare needs of the community.