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You want to leave money to Baystate Health Foundation in your will. You also want the flexibility to change your will in the event that life circumstances change. You can do both.

In as little as one sentence, you can complete your gift. This type of donation to Baystate Health in your will or living trust, helps ensure that we continue our mission for years to come.

See How It Works

Here's a Potential Scenario

graph with up arrowWhen Pat and Tracy had children, they put together a will to protect their future and capture their values—a strong belief in the value of good health and the importance of giving back. Since Baystate Health’s Heart and Vascular Care Team had saved the life of Tracy’s grandmother Edith, they decided to honor Edith by including a tribute gift of $75,000 to us in their will.

Years later, as Pat and Tracy got ready for retirement, they decided to revise their gift to allow for the unexpected. They called their attorney and simply revised the will language so that their gift to Baystate Health was now a percentage of their estate instead of a specific amount. Pat and Tracy’s hope is that their gift in Edith’s honor is far larger than they originally planned. They also now rest easy knowing that if their financial conditions should change, their estate plans meet the needs for their family while still ensuring a future gift remembering Edith and Baystate Health. Read the inspiring story of the Piepuls, who included a meaningful gift to Baystate Health Foundation in their estate plan. Read the inspiring story of Barbara and Jim Sadowsky, who made a gift in their will to support Baystate Children's Hospital.

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Next Steps

  1. Contact Kylie Johnson at 413-794-7789 or kylie.johnson@baystatehealth.org for additional information on making a gift in your will or trust or to talk about the different options for including Baystate Health in your estate plan.
  2. Seek the advice of your financial or legal advisor.
  3. When you include Baystate Health in your plans, please use our legal name and federal tax ID.

Legal Name: Baystate Health Foundation, Inc.
Legal Address: 759 Chestnut Street, Springfield, MA 01199
Mailing Address: 280 Chestnut Street, Springfield, MA 01199
Federal Tax ID Number: 04-3549011

If you are interested in supporting a specific project, program or area of research, connecting with Kylie Johnson before you complete your gift can ensure we understand what you hope to support and can follow your wishes.

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

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eBrochure Request Form

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