A planned gift is a thoughtful way to leave a lasting legacy to benefit the residents of Bridgewater Retirement Community. A planned gift may consist of a:
You can include language in your will to indicate that you would like to leave a set amount or a percentage of your estate to Bridgewater HealthCare Foundation. You may choose to direct your gift to a particular fund or project or leave your gift undesignated.
Charitable Gift Annuity
Taking out a charitable gift annuity with Bridgewater HealthCare Foundation, you can have a set income for life while enjoying a tax deduction.
Life Insurance Policy
If you have a life insurance policy that you no longer need, you may designate Bridgewater HealthCare Foundation as the owner of the policy or your beneficiary.
Charitable trusts can be an excellent option for donors who wish to make a current or deferred gift to Bridgewater HealthCare Foundation while retaining an income from the asset. Charitable trusts can provide donors with regular payments, current charitable income tax deductions and may help with the avoidance or reduction of estate taxes and capital gains taxes. Charitable trusts can be funded with a variety of assets including cash, appreciated securities, or real estate.
Real Estate Gifts
Real estate gifts such as a commercial property, farm, primary residence, rental property, or a vacation home may be used to fund a charitable gift.
The Legacy Council
The Legacy Council, established in 1993, recognizes those individuals who have made a planned gift to Bridgewater HealthCare Foundation.
Contact Carrie Budd, Vice President of Development and Community Relations, at (540) 828-2550 or cbudd@BRCliving.com.
Bridgewater HealthCare Foundation does not provide legal, tax or financial advice. We strongly recommend that you consult professional advisors on all legal, tax, or financial matters, including gift-planning considerations. To ensure compliance with certain IRS requirements, we disclose to you that this communication is not intended or written to be used, and cannot be used, for the purpose of avoiding tax-related penalties.