Planned Giving

Planned giving is legacy giving. It’s a meaningful way to give back; to leave a philanthropic legacy to your community and to Brattleboro Memorial Hospital. Unlike other types of philanthropy, these are gifts that are constructed now but benefit BMH at some future date.

The planned gifts of the past
have created our strength today
and your gift of tomorrow
will do the same for future generations.

• Charitable Remainder Trust: Enables you to place cash, securities, or real estate into a trust that pays lifetime income to you and/or other beneficiaries with the principal eventually passing to BMH.

• Charitable Gift Annuities: Allows a donor to make a gift of cash or appreciated securities to BMH which guarantees a payment to the donor and/or beneficiary of a specific amount on a quarterly basis for life.

• Charitable Lead Trusts: Enables a donor to place cash, securities, or real estate into a trust that pays BMH a percentage for a term of years with the principal passing to heirs. The term of the trust is fixed (usually between 10 to 20 years).

• Charitable Bequests: Allows the donor to make a gift to BMH through their will as either: a specific bequest (a set amount); a percentage of the estate; or as a residuary. Follow this link for more information on charitable bequests.

• Deferred Gift Annuities/Beneficiary on Account/Retained Life Estates: These methods of planned giving might be an appropriate way for you to make a legacy gift to BMH. Please contact the Development Office at 802-257-8314.

• Endowments: Endowments are established in perpetuity (forever) for a specific purpose stated by the donor. This type of gift combines the the donor’s vision with the needs and objectives of BMH. Endowed funds are reliable. They generate an annual income while the principal remains secure. You can establish an endowment either though a testamentary bequest, trust agreement, or outright planned gift.