Tools for Professional Advisors

Baystate Health Foundation is the fundraising arm of Baystate Health, a not-for-profit integrated health care system serving over 800,000 people throughout Western New England. The Foundation raises philanthropic support for all areas of the organization, including: Baystate Medical Center, a teaching hospital and the region's only level 1 trauma center; Baystate Children's Hospital and the region’s only NICU; a network of community hospitals; visiting nurse and hospice care, the D'Amour Cancer Center; the Davis Family Heart and Vascular Center; and many other facilities, programs and services.

We offer these tools as you help your clients with their charitable plans. Feel free to contact us for more information or assistance.

Legal Information

Legal name: Baystate Health Foundation, Inc.
Federal tax ID number: 04-3549011
Legal address: 759 Chestnut Street, Springfield, MA 01199
Mailing Address: 280 Chestnut Street, Springfield, MA 01199

Gift Calculator

Provide your clients with a free, no-obligation illustration of their gift to Baystate Health with our Gift Illustrator tool. Instantly calculate deductions, tax savings and other benefits for multiple gift types. For a personalized proposal customized to your client, please contact us.

Language for a Will or Trust

Here is sample language for clients interested in making a gift through a will or trust.

Partner With Us

We understand that donations to charities such as Baystate Health can be an important part of your clients' overall financial and estate plans. We are committed to working with you to ensure that your clients find the charitable arrangements that best meet their needs and fulfill their intentions. Please contact us for more information or assistance.

Kylie Johnson, CRPC
Senior Philanthropy Officer
Baystate Health Foundation
Phone: 413-794-7789
Email: kylie.johnson@baystatehealth.org
280 Chestnut Street, 6th Floor Springfield, MA 01199

Personal Estate Planning Kit

Not Sure How to Begin Planning?

Download our FREE Personal Estate Planning Kit

A charitable bequest is one or two sentences in your will or living trust that leave to Baystate Health Foundation a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

"I, [name], of [city, state, ZIP], give, devise and bequeath to Baystate Health Foundation [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to Baystate Health or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate, or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the gift tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to Baystate Health as a lump sum.

You fund this trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to Baystate Health as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and Baystate Health where you agree to make a gift to Baystate Health and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

Personal Estate Planning Kit Request Form

Please provide the following information to view the materials for planning your estate.

eBrochure Request Form

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