Gift & Estate Planning

Gift & Estate Planning

Reminder!

IRA  Rollover option for making a very tax-advantageous gift may be extended for 2014. Instead of taking your annual IRA payout, you can transfer it directly to a qualifying charity to avoid taxes and help the hospital!

 

Attention Professional Advisors!

 Make sure you are talking with your clients about their philanthropic goals. Click here to read a new study about donor/client preferences for having these important conversations.

Kate Gleason Society


Members of the Kate Gleason Society, like Jim and Beth McCornock [pictured right, click to read their story] are a special group of forward-thinking community members who are partners with us in planning for the future. Their legacy gifts let us know that vital resources are in the pipeline to help us fulfill our mission to the next generations of patients.

Include the Beaufort Memorial Hospital Foundation in your estate plans and become a member of the prestigious Kate Gleason Society. [Learn more with the Kate Gleason Society brochure]

How to leave your Legacy

The following types of commitments qualify you for membership in the Kate Gleason Society. We do not require that you disclose the amount of your gift, but encourage you to inform us of your intent:

  • A bequest provision in your will or living trust [Sample Bequest Language]
  • A life-income gift, such as a charitable remainder trust or a charitable gift annuity [CGA Rates of Return]
  • A beneficiary designation of qualified retirement plan assets or life insurance policies
  • Many other planned gifts to suit your personal goals [Ways to Give]

Request more information, get answers about estate giving, or inform us of your plans by contacting:
Alice Moss, Executive Director 
amoss@bmhsc.org or 843-522-5774

About Kate Gleason

Kate Gleason [pictured right] made the first planned gift to Beaufort Memorial
when she bequeathed the land overlooking the Beaufort River where the
hospital now stands.

Come enjoy the view in the lovely Kate Gleason Park and consider how you
may also leave a legacy for generations to come!

Announcement!  Read more about the history of Kate Gleason and our decision to name the Kate Gleason Society.  

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 


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