Planned Giving

Allows donors to give to a Trinity Health Mid-Atlantic hospital without impacting their assets in their lifetime.

Allows donors to allocate their estates to loved ones with only the remaining value passing to Trinity Health Mid-Atlantic.

Donors can name Trinity Health Mid-Atlantic as a beneficiary on a life insurance policy or transfer ownership of a fully paid policy to Trinity Health Mid-Atlantic.

Donors can name Trinity Health Mid-Atlantic as the beneficiary on their retirement funds very easily by be submitting a beneficiary change form.

This can easily be done the same as retirement funds mentioned above. Keep their assets during their lifetime and allow the assets to pass to a Trinity Health Mid-Atlantic hospital after their passing.

Establishing a charitable gift annuity is a great way to receive tax benefits and establishes a fixed steady income stream for the donor during their lifetime. Gift annuities can also pass to a named second beneficiary and only pass to Trinity Health Mid-Atlantic at the end of the second beneficiary’s lifetime.

Charitable remainder annuity trust (CRAT): Provides a steady, fixed amount, income stream during the donor’s lifetime with the remainder passing to Trinity Health Mid-Atlantic at the end of the donor’s lifetime.

Charitable remainder unitrust (CRUT): A CRUT provides a steady income stream, based on a fixed percentage of the value of the trust.