When you let us know that you have included the BHS Foundation in your
estate plans we will include you in our Legacy Society Recognition. Requests
to remain anonymous will be honored and no gift amount or information
regarding individual gifts will be disclosed.
Why planned gifts? Deferred gifts can reduce gift and estate taxes on assets
passing to your heirs, and in some cases provide a financially secure
income for yourself and/or a loved one.
Is a planned gift is a good option for me? Your financial situation and
intent are specific to you. Your estate professional can help you determine
how to best meet your goals. Some avenues for giving to consider are:
- Life Income Gifts such as Charitable Gift Annuities and Charitable Remainder Trusts
- Qualified Retirement Plans
- Life Insurance
Completing this form is informational and not legally binding. If changes
are made, please notify Butler Health System Foundation.
Complete a Gift Intent Form