Planned Giving

Welcome to your resource for planned giving!

It's no secret that the programs of Southwestern Vermont Health Care depend upon your goodwill. We've created this easy-to-understand Web site to help you dream a little, about our future and yours. There are many easy giving options from which you can choose—strategies that enhance your personal well being, as well as SVHC.

If you're not sure where to begin, try our Build Your Gift planner. By answering a few basic questions, this interactive tool steps you through the process of narrowing down your choices. It's fun and easy to use!

If you already have gift options in mind, click on Compare Gifts to see how your choices match up or click on eBrochures to request specific information on a planning option. If you get lost, rest assured that we're always here to help. Simply contact Martha Heilemann at 802-447-5553 or heim@phin.org with any questions. Happy dreaming!

Check Out Our Monthly Feature Articles:

Will New Tax Laws Affect My Estate Plan?
It's an extraordinarily uncertain time—tax wise, that is. This is the first year in decades that American tax law repealed the federal estate tax. As of Jan. 1, 2010, federal estate taxes are repealed for any deaths that occur during this calendar year, regardless of the size of that person's estate (state estate/inheritance taxes will still apply). More

3 Ways to Show Your Charitable Side
When it comes to supporting our work and your other favorite charitable organizations, there are many options to choose from. Here are some easy ways to show you care. More

Passing Retirement Plan Assets On to Family Isn't Always a Good Idea
Your most valuable assets may also constitute the biggest tax bill for your heirs. Yet research shows there's a less than 50/50 chance that your loved ones realize what's headed their way. Here is the real story. More

Q&A Inheritance: The Fine Print
Do you know who will get your retirement assets after your lifetime? Here are the answers to three common questions that will help you as you plan your estate. More

3 Gift Options for the Person Who Wants Flexibility
It's not always easy to think about being charitable if you're worried about tomorrow's finances or aren't prepared to finalize a large gift. Rest assured, there are flexible gift options that allow you to change your mind, if need be. Here are gift options that let you have control. More