We know that as you consider a planned gift to Seton Health, you must balance your family’s needs, your personal lifestyle, and your financial resources with your love of Seton Health and the compassionate, quality care it brings to our community.
We appreciate that keeping this balance requires careful planning. Planned gifts are generally gifts or commitments made in the present with the benefit to Seton Health “deferred” until a future date.
Planned gifts are vital to Seton Health’s future. These gifts can take many forms and enable the donor to make a contribution to Seton Health while achieving specific personal goals.
Please consult with your own tax and legal advisors about the tax implications of your planned gift. We will be happy to work with you and/or your advisors to help you achieve your individual financial and charitable objectives. Please call (518) 268-5503 for more information.
A charitable bequest under your will is simple and convenient. You can make a bequest for a specific amount or for a percentage of your estate. You can designate it for general use, for wherever the need is greatest or restrict it for a specific program or purpose. Since a will is an important legal document, please consult your attorney.
Sample wording: “I give and bequeath to Seton Health Foundation, Troy, NY the sum of __________ dollars or __________% of my estate. This bequest is for its general uses or purposes or restricted to __________ a specific program or purpose.”
We hope you will notify us if you have named Seton Health Foundation in your will. We would very much like the opportunity to thank you for your kindness and generosity.
Gifts of life insurance can help you provide for your beneficiaries, achieve substantial tax savings and make a larger gift than might otherwise have been possible. There are several ways to give a gift of life insurance: contribute the policy to Seton Health Foundation, name Seton Health as the beneficiary of the policy or name Seton Health as a successor beneficiary.
The charitable gift annuity is one of the most popular forms of planned giving because it not only provides a charitable gift but also provides guaranteed income for the donor. By transferring cash, securities or a combination of the two to Seton, you receive a fixed annuity income for the rest of your life and a tax deduction for part of your gift. Please call (518) 268-5503 for more information.
There are several types of trusts, the charitable remainder trust and the charitable lead trust. Please call (518) 268-5503 for more information
An endowed gift is a lasting legacy. Many donors establish endowments that honor the memory or pay tribute to a family member or loved one. They can be unrestricted for general use where the need is greatest or restricted for a specific program or purpose. Endowed gifts are lasting, since these gifts are invested and only the income is used annually. Please call (518) 268-5503 for more information.
You should consult with your own tax and legal advisors about your planned gift. We will be happy to work with you and/or your advisors to help you tailor a planned gift to meet your individual financial and charitable goals.