Your gifts can be put to work today, tomorrow, or even after your lifetime to secure high quality health care for generations to come.
- Outright cash contributions via checks or credit card
- Gifts of stock and appreciated securities
- Commemorative gifts
- Matching gifts
- Gifts in Kind
- Real estate, retirement plans, and life insurance
- Planned legacy gifts:
For information about cash, check or credit card gifts, click here.
Many donors find it advantageous from a tax standpoint to make outright gifts of securities (stocks, bonds, mutual funds) that have increased in value since the time they were purchased/acquired. These securities may be transferred directly to Beth Israel Deaconess - Plymouth’s broker or mailed, unendorsed, to the Office of Philanthropy.
It is important that we know a day or two before a stock transfer takes place so that we can contact our broker, Gage-Wiley & Co., Inc. They will then be able to verify receipt of your securities promptly, and we will be able to acknowledge your gift in a timely manner and in accordance with IRS regulations.
Please notify either Cynthia Outhouse or Judith Lage-Margalejo below and inform us of the name and quantity of the securities you are donating.
The information you and your broker will need is:
Gage-Wiley & Co., Inc.
30 Pleasant Street
P.O. Box 1028
Northampton, MA 01061-1028
Attention: Ms. Jane Moss
DTC # 141 (Depositor's Trust Company, which serves as the clearing house).
Account # 4624-2545 (Beth Israel Deaconess Hospital - Plymouth)
Tax I.D. exemption number for Beth Israel Deaconess - Plymouth: 222-667-354
(certificate copy available upon request)
Contact us for more information
Other ways of giving:
Make a special gift today in honor, or in memory of someone special in your life.
When making a gift to Beth Israel Deaconess - Plymouth, please check with your employer. Many companies will match contributions made by their employees. Your company may double the value of your gift by matching your gift to Beth Israel Deaconess - Plymouth. Please check with the Human Resources Department at your place of employment.
Gifts in Kind
There are times when a gift of cash just isn’t possible, but you may wish to help our Hospital by volunteering your time and donating work or materials for a project. For example, a painting company may donate the painter’s time while completing a painting job, or a contractor may donate some materials for a job being completed on the Hospital campus.
You can make a gift of residential or commercial property to Jordan in a variety of ways, and receive substantial financial benefits.
- Property may be given outright to support the mission and goals of Beth Israel Deaconess - Plymouth, and you may take an immediate charitable income tax deduction, based on its appraised value.
- Retained-for-life estates enable you to make a gift while retaining the right to continuing using the property during your lifetime.
- You may also use a home or land that is no longer needed to fund a life income gift, such as a charitable gift annuity
- As with other types of gifts, you may designate a gift of real estate to a particular service or program at the Hospital.
Making a gift of a retirement fund such as a 401(k), 403(b), IRA, Keogh or pension plan is another way you can receive significant tax savings and help our Hospital.
- Retirement plan assets are often subject to very high estate taxes, and the income is fully taxable when received by an individual beneficiary. In some cases, making a charitable gift may be a better use of these assets.
- By naming Beth Israel Deaconess - Plymouth as the beneficiary of a retirement plan, you maintain complete control over the assets while living, but at your death the plan passes to Jordan, free of both estate and income taxes.
- When putting together an estate plan, you may wish to consider leaving other assets to your heirs, such as cash and securities, which are not highly taxed.
Life insurance policies:
Many donors are discovering creative ways of using life insurance to fulfill their charitable goals. A gift of life insurance is especially appealing as it can make a larger gift possible without reducing your income.
Donors who, due to changing personal and family circumstances, no longer need life insurance and wish to make a gift to Beth Israel Deaconess - Plymouth, may accomplish their charitable goals by gifting the policy.
If Beth Israel Deaconess - Plymouth is both the owner and beneficiary, and the gift is irrevocable, the premiums are tax deductible. If the gift is a paid-up policy with no additional premiums required, there is an immediate income tax deduction equal to the replacement value of the policy.
Legacy and Planned Gifts
These types of very special gifts generally provide for the future of our Hospital.
- When you are thoughtful and kind enough to include a bequest in your will for our Hospital by naming Beth Israel Deaconess Hospital - Plymouth as a beneficiary, this type of legacy gift may enable you to make a sizeable contribution to the hospital.
- A charitable gift annuity provides a guaranteed stream of lifetime income to a donor or beneficiary, and have real tax and other benefits for the donor.
- With an endowment gift, you can forge a permanent bond with Jordan by establishing a endowed named fund, while securing the future of healthcare for our patients and our community.
For more information on how to make a planned gift, please contact Judith Lage-Margalejo at 781-934-9463 or via email at firstname.lastname@example.org
Thank you for caring about the future of healthcare in our community.