Planned Giving

What is Planned Giving?
Planned giving is a way to make a charitable gift that is also favorable to you. While the primary purpose of this type of gift is to support Seacoast Hospice, its secondary purpose may be the financial benefits to you and your family. A planned gift means that Seacoast Hospice will receive the gift at some time in the future, often after the donor has received lifetime income from the plan.

There are a variety of opportunities to make a charitable gift to Seacoast Hospice. The simplest form of planned giving is through a bequest in your will. Bequests are exempt from estate taxation and allow for a much larger gift to be made than might be possible during your lifetime. A bequest can be a fixed dollar amount, a percentage of your estate, or the remainder after other recipients are named or property. Bequests can be made when creating a new will, or adding to an existing will.

How Does Your Gift Help?
Your planned gift can extend the support you give Seacoast Hospice beyond your lifetime. Most importantly, planned gifts help to ensure that Seacoast Hospice can continue to achieve its mission well into the future.

Charitable Gift Annuity
Gift annuities are simple. You support Seacoast Hospice by making a gift of cash, marketable securities, or other property. In exchange, Seacoast Hospice guarantees to pay you a fixed income for life based on the suggested annuity rates set forth by the American Council on Gift Annuities. A portion of the income paid to you will be tax-free. The agreement may include a second life such as a spouse or child. The older the annuitant, the higher the level of income.

Charitable Remainder Trusts
CRTs are trust arrangements established by you to provide lifetime income to you or a beneficiary with Seacoast Hospice as the final trust beneficiary. Due to their significant tax advantages, the IRS regulates CRTs. You may set up a charitable remainder Unitrust or an Annuity trust. Each trust has its own requirements and offers unique financial and tax advantages.

Setting up Planned Gifts
We encourage you to first explore and discuss giving options with your financial advisor or legal counsel. A representative of Seacoast Hospice would be happy to meet with you or we can suggest independent professional advisors to assist you.

Other Planned Gifts
Other options include: Charitable Lead Trusts, Life Income trusts, and gifts of Life Insurance and Retirement Plan Benefits.

The Legacy Society at Seacoast Hospice
The Legacy Society is comprised of individuals who have made planed gifts to Seacoast Hospice in order to ensure support of our mission will into the future. Members are invited to all Seacoast Hospice events and receive updates on our programs and progress throughout the year. Legacy Society Members are listed on a plaque that hangs in our main office, in recognition of their generosity and foresight.