How to Give

Protect your family and explore the tax and income benefits of legacy giving.

Giving to South Shore Health can be done directly or through one of the gift models listed below. Each provides unique tax benefits and possibly even income to the benefactor.

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  Make A Gift In My Will (Bequest Language)

  Make A Gift In My Will (Bequest Language)

  You designate South Shore Health Foundation as the beneficiary of your asset by will, trust or beneficiary designation form.
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  Reduce Taxable Income with IRA Rollover

  Reduce Taxable Income with IRA Rollover

  Congress has enacted a permanent IRA charitable rollover. As a result you can make an IRA rollover gift to South Shore Health Foundation this year and in future years.
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  Donor Advised Funds (DAF)

  Donor Advised Funds (DAF

  You fund a DAF and make charitable gift recommendations to South Shore Health Foundation during your lifetime. Your beneficiaries can carry on your legacy of giving through the DAF.
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  Earn Income From Your Gift with Charitable Gift Annuity

  Earn Income From Your Gift with Charitable Gift Annuity

  You transfer your cash or appreciated property to South Shore Health Foundation in exchange for our promise to pay you fixed payments (with rates based on your age) for the rest of your life.
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  Charitable Lead Trust

  Charitable Lead Trust

  You fund a trust that makes gifts to us for a number of years. Your family receives the trust remainder at substantial tax savings.
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  Protect Your Family with Beneficiary Designation Gifts

  Protect Your Family with Beneficiary Designation Gifts

  You can designate us as a beneficiary of a retirement, investment or bank account or your life insurance policy.
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  Earn Income From Your Gift with CRU

  Earn Income From Your Gift with CRU

  You transfer your cash or appreciated property to fund a charitable remainder unitrust. The trust sells your property tax free and provides you with income for life or a term of years.
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  Receive fixed income for life with CRAT

  Receive fixed income for life with CRAT

  You transfer your cash or appreciated property to fund a charitable remainder annuity trust. The trust sells your property tax free and provides you with fixed income for life or a term of years.
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  Receive a tax deduction with a CLT

  Receive a tax deduction with a CLT

  You fund a trust that makes gifts to us for a number of years. Your family receives the trust remainder at substantial tax savings.
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  Avoid Taxes with Sale and Unitrust

  Avoid Taxes with Sale and Unitrust

  You give a portion of your property to us to fund a charitable remainder trust, when the property sells you receive cash and income for life.
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  Avoid Taxes with Bargain Sale

  Avoid Taxes with Bargain Sale

  We purchase your property for less than fair market value. You receive cash and a charitable deduction for the difference between the market value and purchase price.
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  Receive a tax deduction with Give It Twice Trust

  Receive a tax deduction with Give It Twice Trust

  You provide your children with a stream of income while making a gift to charity.
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  Receive a Federal income tax deduction with Life Estate Reserved

  Receive a Federal income tax deduction with Life Estate Reserved

  You give your property to our organization but retain the right to use the property during your life.
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