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Planned Giving Program

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:

  • Bequests
  • Life Income Gifts such as Charitable Gift Annuities and Charitable Remainder Trusts
  • Qualified Retirement Plans
  • Life Insurance

Complete a Gift Intent Form

Completing this form is informational and not legally binding. If changes are made, please notify Butler Health System Foundation.

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