Impact of Your Giving

Create a lasting impact by including our campaign in your estate plans, providing care for future generations. Your will or trust can make a powerful impact—supporting the health and wellness for everyone in the Berkshires for decades to come.

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Charitable Remainder Trust
Place an asset in a trust, receive income from it during your lifetime, and let a BHS hospital receive the remainder later.

Retirement Account Beneficiary Designation
One of the easiest ways to create a charitable legacy is by naming a BHS Hospital as a beneficiary of your retirement account, such as a 401(k), 403(b), traditional IRA, or other tax-deferred plan. Request a beneficiary designation form from your plan administrator or make the update online—it’s that simple.

 

IRA Qualified Charitable Distributions (QCDs)
If you are age 70½ or older, you may make a tax-free gift of up to $100,000 each year directly from your IRA to a
BHS hospital. These transfers, known as QCDs, offer several advantages:

• They can satisfy all or part of your

• Required Minimum Distribution (if you are age 72 or older).

• They may reduce your taxable income.

• To qualify, the transfer must be made directly from your IRA to the charitable organization.

Please contact your IRA provider for specific instructions.

How it works:

•  Leave a percentage of your estate, or a specific gift of cash, securities, or property to a BHS hospital of your choice.

• After your lifetime, your gift helps the hospital of your choice provide the best care to every patient.

• Simple to set up with the guidance of your estate planning attorney. We even

• provide sample language.
   

Why choose this gift?

• Simple but meaningful: Gifts of any size make a difference; many benefactors

• give 5–10% of their estate.

• Flexible: Tailor your gift to fit your financial and philanthropic goals.

• Enduring impact: Create a legacy that supports health and wellness for everyone in the region for decades to come.