A charitable gift from your estate enables you to achieve your financial goals and benefit Southwestern Vermont Medical Center (SVMC). No other planned gift is as simple to make or as easy to change, should you ever need the assets during your lifetime.
A bequest may be right for you if:
- You want to make a gift to SVMC.
- You want the flexibility to change your mind.
- You want continued access to your wealth, should you need it.
- You are concerned about outliving your resources.
Ways You Can Define a Charitable Gift in Your Estate Plan
There are several ways that you can define the amount of your charitable gift to SVMC. They are:
- A gift of a particular amount of money. For example, you give $25,000.
- A gift of a specific item or items. For example, you give 1,000 shares of ABC Corporation.
- A gift that will be made only if one or more conditions are met. For example, you give $25,000 provided we still offer a particular program or service and your spouse does not survive you.
- A gift that will be made from the remainder of your estate once all other bequests, debts, and taxes have been paid. For example, you give 25% of the remainder of your estate. Often called a "residuary bequest," this approach assures that your family will be taken care of before your estate makes a bequest to us.
Make Sure We Can Carry Out Your Wishes
It is very important that your bequest be accurately described in your estate plan so that we can carry out your wishes as you intended. Please contact the Planned Giving team at SVMC.Gift.Planning@hitchcock.org or (603)-646-5858 for sample bequest language to assist you and your attorney.
To avoid any possible question that your bequest is to our organization, please include our full legal name and federal tax identification number in your bequest.
Legal name: Southwestern Vermont Health Care Foundation
Current address: 100 Hospital Drive, Bennington, VT 05201
Tax identification number: 45-3362785
Complete our online bequest form to let us know you have included SVMC in your estate plans. We would love the opportunity to thank you for your thoughtful gift and confirm that we can carry out your wishes.