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Robert R. Cawley, D.O.

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Planned Giving

Good things happen, thanks to you.

Gift Planning

Yes, you can make a significant difference for your community hospital without affecting your financial assets today.

Bequests and other estate gifts, such as life insurance policies and retirement plan accounts, make a lasting impact on Wentworth-Douglass. These gifts touch every department and program, supporting patient care advancements, providing for educational opportunities for our clinicians, helping those in financial need, and much more.

There are many ways to make a significant gift to ensure quality patient care in the future. You might make a gift with your will or establish an annuity that pays you income during your lifetime. Or, perhaps you have a life insurance policy or IRA (retirement fund) that could benefit the hospital. You might even consider donating your house or vacation house. Planning now may allow you to make a larger gift than you or your family imagined possible. You can create a legacy that makes an impact for generations.

Different giving methods provide different advantages, based on your personal situation and needs. As part of our relationship with Massachusetts General Hospital, we have access to planned giving investment expertise and support and can work with you, your financial advisor, or estate planning attorney.

We can create personalized worksheets to give you income estimates and tax deductions to help guide your decision making.

If you are interested in learning more about a legacy gift, please contact Maryellen Burke at (603) 609-6654.

Have you already provided for the hospital in your will or estate plan? If so, thank you! Please notify us so we may be sure we carry out your wishes and welcome you as a member of our 1906 Heritage Society.

Ways to Make a Planned Gift

Outright gifts of cash or securities help the hospital immediately and make a big difference. But a gift in the future through your will or life income gift may allow you to give more and ensure the hospital continues to be a center of health and wellness for future generations. These resources provide more details on various vehicles you may be able to use to make an impact:

Bequests, Living Trusts or Wills

Speak with your financial or legal advisor to update your will or estate plan to add Wentworth-Douglass Hospital as a beneficiary.

Charitable Gift Annuities & Charitable Remainder Trusts

Gifting appreciated property to a qualifying charitable entity, such as the Foundation, may have several tax advantages and income opportunities when done properly. Please talk to your tax, financial or legal advisor to make decisions best for your own situation. 

Life Insurance

Life insurance policies that are no longer needed for family or business purposes can be transferred to the Foundation. Transferring ownership during your lifetime may enable you to claim a charitable deduction equal to the surrendered value.

Another important use of life insurance is Wealth Replacement. If you make a substantial gift to Wentworth-Douglass Foundation, you may be reducing the amount of assets that will go to your heirs. Increasingly, donors are using some of the tax savings from their charitable deductions to purchase an insurance policy on their own life and making their heirs the owners and beneficiaries of that policy. When properly constructed, this wealth replacement strategy can permit both a larger gift and a larger legacy for your heirs. Please talk to your tax, financial or legal advisor to make decisions best for your own situation.

Retirement Plans

Retirement plans make excellent charitable gifts at the time of death. The Foundation can be named to receive all or a portion of company pension plan, an IRA, a 401(k), 403(b), or a Keogh plan. Making a charitable gift can be a great, impactful use of these assets.

Real Estate Gifts

You can make a gift of real estate outright or make a gift and still enjoy it while you are living.

1906 Heritage Society

Wentworth-Douglass Hospital was first established thanks to a large bequest from the estate of AriochWentworth in 1906. Since then, gifts made through our supporters’ estates have provided vital funding of the hospital’s lifesaving mission.

The 1906 Heritage Society celebrates friends who create a legacy of giving to improve the h and wellness of the Seacoast community. This honorary society recognizes those who name the hospital as a beneficiary of a will, retirement plan, donor-advised fund or life insurance policy; or establish a charitable gift annuity or trust.

If you have included Wentworth-Douglass in your estate plans, please let the Foundation Office know, by calling us at (603) 740-2687 or emailing Foundation@wdhospital.org. We want to be sure we can fulfill your legacy as you wish. We would also like to welcome you to the 1906 Heritage Society.

Contact Us

For more information about Gift Planning, contact Maryellen Burke at (603) 609-6654 or Maryellen.Burke@wdhospital.org.


 

Wentworth-Douglass Hospital & Health Foundation is a 501(c)(3) charitable organization. Gifts are tax deductible to the full extent of the law.

EIN: 51-0491062

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