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Learn About Wills and Bequests

A bequest is a planned gift left through a will or trust. Bequests offer a donor the opportunity to support a charitable organization of their choice by arranging a contribution in the present to be allocated at a future date, after the donor's death.

What are the benefits of making a gift in my will?

  1. Keep your community thriving by supporting LOCAL healthcare.
  2. Take advantage of numerous tax and financial benefits.
  3. Cultivate a philanthropic legacy that will inspire those around you.

How can I learn more?

How do I make a bequest?

Bequests are simple and straightforward to make. With the help of an advisor, you can include language in your new or existing will or trust specifying a gift be made to individuals or organizations such as South Shore Health Foundation, as part of your estate plan.

What are my options?

Make a gift to South Shore Health in your will to support a healthier community and protect your family from Estate and Income Tax by:
  1. Make a gift as a specific dollar amount or asset.
  2. Make a gift as a percentage of your estate.
  3. Make a gift from the balance or residue of your estate.
  4. Make a beneficiary designation of certain assets.

How do I get started?