Bequests and Planned Gifts

There are many creative and flexible ways to make a contribution to Greenwich Hospital. The tax laws may help you to accomplish multiple goals with your money and to give more to the hospital than you thought possible. We hope the information provided here will reveal many possibilities and opportunities to combine philanthropy with your financial planning.

Just as donations are sometimes tax-deductible, bequests can sometimes reduce the taxes that may be levied against your estate.

Join The Hyde Society, a group of donors who have provided for the hospital in their bequest plans.

Types of Bequests:
Bequests to Greenwich Hospital may take many forms. You may arrange for the hospital to receive:

• A specific dollar amount
• Specified assets, such as securities, real estate or tangible personal property, such as art or jewelry
• Retirement account assets, consisting of any benefits remaining in your retirement plan
• A residuary bequest, in which the hospital receives all or a percentage of the remainder of your estate after all other obligations are met
• A contingent bequest, in which the hospital becomes the beneficiary only if the named beneficiary is unable to accept the bequest.

A bequest can also be structured to fit a variety of your family's needs, including providing income for your heirs.

Consult with an attorney who is knowledgeable about estate planning and who is familiar with the laws of the state where you reside. The following sample paragraph may be helpful to your attorney:

I bequeath to Greenwich Hospital, a not-for-profit organization chartered under the laws of Connecticut, located at 89 Lake Avenue, in Greenwich, CT, the sum of $____________ (or ____% of my residuary estate) to be used for unrestricted general purposes.

Please Note: This is general information and is not presented as specific legal or tax advice. Donors should, therefore, consult with their personal advisors.

The Hyde Society
A society to honor those who have made a commitment to Greenwich Hospital through their estate plans. Your membership in The Hyde Society will help Greenwich Hospital to retain its position as a leading medical center in southwestern Connecticut, and as a member of the Yale New Haven Health System, one of the premier health networks in the country. Gifts made through wills, also called bequests, are lasting legacies that help to secure a healthy future for the hospital and our community. A provision for Greenwich Hospital in a will allows for a substantial contribution without diminishing assets during one's lifetime.

I would like to join The Hyde Society.

For more information about Bequests and Planned Giving If you would like more information about a specific type of planned gift or an illustration of the income and tax benefits of making a planned gift, please supply the following information:

• Your name, address, daytime telephone number (optional), and email address (optional)
• Your date of birth (include birth date of second beneficiary, if any)
• Whether you would like an example based on the minimum gift or another amount
• Whether you plan to fund your gift with cash or with appreciated securities (include approximate cost of securities when purchased)

You may call us at 203-863-3863, fax us at 203-863-3855, email MaritaO@greenhosp.org or write to:

Development Office
Greenwich Hospital
89 Lake Avenue
Greenwich, CT 06830

The information you provide does not obligate you in any way to complete a gift to Greenwich Hospital and will remain confidential.