Planned Giving Guide

Ages 70+

Here are practical, simple tips on getting your plans in order to protect your family and support your favorite organizations.

Planning for Your Family

The goal of estate planning is to provide peace of mind and financial support for yourself and your loved ones.

Make sure your will is the best it can be.

Helping Others

After your family is taken care of, you can include a gift to Overlook Hospital in your estate plans and continue your support of our work far into the future.

Leave us a percentage of your assets through a gift in your will.
Make a charitable gift to us and receive fixed payments for life.
Designate a percentage of your retirement plan assets to benefit Overlook Hospital after your lifetime.
Make tax-free gifts from your IRA.
Donate appreciated stock you have owned for more than one year.
Give savings bonds as a charitable gift through your will.
Donate your home or another piece of real estate.
Arrange a charitable remainder trust to benefit Overlook Hospital.
Set up a charitable lead trust that supports us and helps preserve your loved ones' inheritance.