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Planned Giving

Planned gifts are specially designed to help you meet your financial and family goals, while simultaneously fulfilling your wish to further the mission of Beth Israel Deaconess Medical Center (BIDMC).

Planned gifts, such as life income gifts and bequests, can provide you with lifetime income and tax advantages and may make it possible for you to make a larger gift to BIDMC than you originally thought possible. The right planned gift can play a valuable role in strengthening your own long-term financial plans. At the same time, your planned gift can be a simple and affordable way to leave a lasting legacy at BIDMC.

Planned giving options include:

Bequests

Bequests, also known as estate gifts, are made by will or trust.

Life income gifts

Life income gifts, such as charitable gift annuities (link), deferred gift annuities (link), and charitable remainder trusts (link), provide an income stream for life or a term of years.

Charitable lead trusts

If you hope to transfer assets to your heirs with limited taxation, a lead trust might be an option for you. Substantial tax benefits can be realized from establishing a charitable lead trust.

Gifts of assets

There are many assets you may use to make planned gifts to BIDMC including gifts of retirement plans, gifts of real estate, and gifts of life insurance.


The Lunn Society recognizes the generosity of those donors who are helping to preserve and ensure a solid future for BIDMC by including the Medical Center in their estate plans.

For more information on planned giving or becoming a member of the Lunn Society, please contact Greta Morgan at gmorgan@bidmc.harvard.edu or call our office at (617) 667-7330.


 

Note: The information in this Web site is not intended to serve as legal or financial advice. When planning a specific charitable gift, the services of a legal or financial advisor should be obtained.

Contact Information

Office of Development
Beth Israel Deaconess Medical Center
330 Brookline Avenue (BR)
Boston, MA 02215
(617) 667-7330
(617) 667-7340 (fax)
development@bidmc.harvard.edu