A legacy gift enables you to support Bethesda Health Group, secures the financial needs of your loved ones, and provides you with tax benefits. Legacy gifts of all sizes combine to help us meet our current goals and reach further into the future.
By including Bethesda Health Group in your will or trust, naming Bethesda as a beneficiary of all or part of a life insurance policy, or taking advantage of other giving opportunities, you can preserve your assets now and support us for years to come. Your gift will have a real, lasting impact.
Let us help you make the gift that's right for you. Request a confidential, no-obligation conversation to get started.Get in Touch with Us
When you make a gift to Bethesda Health Group from your will or trust, you'll be welcomed as a Life Member into Legacy Society and join other supporters and friends of our important mission. Is Bethesda Health Group already in your plans? Please let us know so we can properly thank you and make sure your gift will be used as you've intended.Join Now Document Your Gift
Supporting the Bethesda Foundation's "Lasting Heritage" Program.
Amen, Gantner & Capriano, Your Estate Matters LLC
Joyce and Richard Ulrich
Not only do you have options for how your gift will be used, you also have options on what to give and how to give. There are gifts that cost you nothing now, gifts that pay you income, and gifts that allow you to decide what happens when.
Bethesda's Lasting Heritage program provides residents with an opportunity to leave a legacy by donating a portion of their refundable entrance fee or deposit.
If you're 70 ½ or older, you can make a gift directly from your IRA to Bethesda . While there is no charitable deduction for a rollover gift, you do avoid the income tax on the donated portion of your required minimum distribution.
Through a provision in your written and executed will, you can make a gift in the form of cash, securities, real estate or personal property. There are many types of bequests. Choose the one that best fits your needs and intentions.
When you donate appreciated stocks, bonds, or mutual fund shares instead of cash, you'll receive charitable deductions at full, fair market value while reducing capital gains impact.
Designate Bethesda as a beneficiary to receive all or a portion of the balance of your Donor Advised Fund (DAF) through your fund administrator. You also can make a grant to us at any time from your donor-advised fund.
Naming Bethesda Health Group as the beneficiary of a qualified retirement plan asset such as a 401(k), 403(b), IRA, Keogh, profit-sharing pension plan or other donor-advised funds, will accomplish a charitable goal while realizing significant tax savings.
Name Bethesda Health Group as the beneficiary of an existing life insurance policy; donate an existing, paid-up life insurance policy you no longer need; or purchase a new life insurance policy and name Bethesda Health Group as the owner and beneficiary.
Like stock, the fair market value of gifts of appreciated assets such as real estate, artwork, and other well curated collections, can be deducted from your income tax today and reduce your estate taxes in the future.
You can turn underperforming assets (stock, cash in a savings account, CDs, savings bonds, etc.) into a gift to Bethesda that provides income to you. Your Charitable Gift Annuity will give you quarterly, fixed payments for life and tax benefits, too.
Donors just like you have made a real impact just by adding a few words to their will or using one of the many giving options available.
Donating from your IRA to Bethesda just makes good sense because it's tax free.Learn More
Donating Your Entrance Fee or Deposit Benefits Bethesda.Learn More
Due to COVID-19, Bethesda residents established the Ken and Garie Perry Readiness Fund to help keep our seniors safe. See how this fund is making a difference.Learn More
Use the form below to get in touch with the Bethesda Health Group Foundation staff.
Let us know how we can help you include Bethesda Health Group in your estate plans. Discussing your charitable intentions with us can lead to a much better result than going it alone - and will ensure that your gift is used just as you wish.
If you are working with a professional advisor, or advising a donor, here's a practical guide for including Bethesda Health Group in a charitable estate plan.