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LEGACY GIVING HOME
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Legacy Gifts
Planning a Gift to HAHV Mary's Avenue Campus

RECENT NEWS! Congress has passed a new law extending the IRA charitable rollover. For more information, click here.

The following pages will offer ideas as to how you can be a partner in our commitment to provide quality and compassionate medical care for our patients, their families and our community. We are dedicated to offering a full range of services and medical options, while strengthening the quality of your health care. Legacy giving provides the resources necessary to sustain excellence and preserve the future of HAHV Mary's Avenue Campus.

Legal Name:
Benedictine Health Foundation
Tax ID Number:
22-2243537
Sample Bequest Language

There are as many different ways to support HAHV Mary's Avenue Campus as there are needs for your support. Planning a gift is more than just finding a need. There are many factors to consider. If you are not familiar with the concepts and strategies of charitable gift planning, you might want to take a moment to consider A Quick Guide to Legacy Gifts and Factors in Planning.

The stories that follow share some of the different ways people can become partners with us in changing lives. Take a moment to see how they - perhaps in circumstances similar to yours - have found the means to offer support to the charities and causes that are important to them. Just click on the links below.


Types of Gifts

Assets to Consider

Bequests in Wills and Trusts  
Charitable Gift Annuities Retirement Assets
Deferred Charitable Gift Annuities Appreciated Stock
Charitable Remainder Trusts Real Estate
Retained Life Estate Life Insurance
Charitable Lead Trusts Tangible Personal Property
Bargain Sales  


If you have already included Benedictine Health Foundation in your estate plans, please let us know by calling us or filling out our estate intention form. We would like to assist you in making certain your intentions will be carried out. If you have not written a will yet, regardless of your charitable intent, please consider this for it is a gift to your loved ones.

Individual circumstances will vary - as with all tax and estate planning, please consult your attorney or estate specialist. Some of the gift arrangements are revocable and others cannot be changed once established. Some work better with cash and others with appreciated assets. There are many variations, enough so that a giving plan can be tailored to your needs, desires and capabilities. We will be glad to answer questions and offer suggestions confidentially based on your personal circumstances. Please call us or e-mail us (see contact page). You may also use our information request form.

link to News and Information pageJoin our e-mail news and information list and receive quarterly e-mails of news relating to legacy giving and of general interest. Just enter your e-mail address and name here and click go. Your e-mail will not be shared (see privacy).

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You can find additional information with our frequently asked questions, glossary, and the site map.

For more information or a confidential discussion of your charitable options, please email or call the Executive Director, Barbara Klassen, at (845) 334-3186.

Please note, individual financial circumstances will vary. The information on this site does not constitute legal or tax advice. Donor stories and photographs are for purposes of illustration only. As with all tax and estate planning, please consult your attorney or estate specialist. All material is copyrighted and is for viewing purposes only. Use of this site signifies your agreement with the terms of use. The content in this Legacy Giving section has been developed for HealthAlliance of the Hudson Valley, Mary's Avenue Campus by Future Focus. Please report any problems to section webmaster.

 

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