Thinking of including the BHS Foundation in your estate plans? 

When you let us know that you have made provisions to support the BHS Foundation through your estate plans, we will include you in our Legacy Society.

Why planned gifts? Deferred gifts can reduce gift and estate taxes on assets passing to your heirs, and in some cases provide a financially secure income for yourself and/or a loved one.

Is a planned gift is a good option for me? Your financial situation and intent are specific to you. Your estate professional can help you determine how to best meet your goals. Some avenues for giving to consider are:

  • Bequests
  • Life Income Gifts such as Charitable Gift Annuities and Charitable Remainder Trusts
  • Qualified Retirement Plans
  • Life Insurance

What is the Legacy Society? The Legacy Society will be established to recognize and show appreciation to donors who have expressed their intent to support the BHS Foundation through estate planning. Members of the society will be listed on a Legacy Society recognition display at Butler Memorial Hospital. Requests to remain anonymous will be honored. Members will also be invited to Legacy Society events.

How do I start? Complete the form below. BHS Foundation staff will be in touch to discuss your intentions and interests. If you have any questions at any time, you may reach out to Kris Bowser in the BHS Foundation by email or at 724.284.4716.

 

Gift Intent Form

Please describe the estate gift that you have established. All gift information will be kept confidential. Completing this form is informational and not legally binding. If changes are made, please notify Butler Health System Foundation.
The BHS Foundation will be establishing a Legacy Society to recognize donations such as yours. Please tell us how you wish to be listed. No gift amount or information regarding individual gifts will be disclosed.
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