Consider making a planned gift that aligns with your financial goals and helps ensure that care is available for all who need it.
Help Secure Excellence in Care
Your generosity today helps shape the health care of tomorrow. By including a legacy gift in your estate planning to one of the six University of Vermont Health nonprofit hospital and home health & hospice partners, you help ensure that local, high-caliber medical services, research and compassionate care continue to thrive for generations to come.
Planned giving offers you a powerful way to make a lasting impact on our region’s health beyond your lifetime. Whether through bequests, IRAs and retirement accounts, or trusts, these gifts enable you to support the people of Vermont and northern New York in a way that aligns with your values while providing financial and tax advantages. Your legacy gift can be tailored to meet your needs, providing flexibility for both you and your loved ones.
The Impact of Planned Giving
Donating through planned giving allows you to:
- Leave a lasting legacy: Your contribution ensures that future patients receive the high-quality care they deserve, and research continues to innovate in areas that matter most.
- Maximize tax benefits: Many planned giving strategies offer immediate and future tax savings, allowing you to reduce your estate taxes and enjoy potential income tax deductions.
- Support specific areas of need: Direct your gift to specific departments or initiatives that hold meaning for you.
- Make a significant impact: Planned gifts can have a transformational effect, allowing us to provide resources and advancements that would not be possible without your generosity.
Ways to Give
Some planned giving options include:
- Gifts of stock
- Gifts by will or trust
- Retirement account beneficiary gifts
- IRA Qualified Charitable Distributions (QCD)
- Charitable Gift Annuities—make a future legacy gift that pays you income for the rest of your life
- Donor Advised Funds
- Memorial gifts
You want the care that you rely on and value today to be available for your loved ones tomorrow. With your planned gift, you establish a legacy of health and healing and join a special group of forward-thinking donors who know the power of philanthropy to change lives.
Helpful Resources
Provided below is sample language you may choose to use in your planning.
- Gifts by will or trust: “I give [____ dollars] or [a specific asset, such as securities, real estate or other property] or [all] or ___[percent of the rest, residue, and remainder of my estate] to [insert hospital name and city, state]or its successor in interest, [for its general purposes] or [for the following purpose: ________].”
- Memorial gifts: In lieu of flowers, memorial donations can be made to [insert hospital name and address] or give online at [insert hospital website URL].
Contact Us
Whether you direct your gift to UVM Health as a whole or to a specific health care partner, your gift will go where you intend it. To explore opportunities, contact Krystyna Davenport Brown at Krystyna.DavenportBrown@uvmhealth.org or 802-656-4306.
