Will or Trust You can plan a gift that will take effect only after your obligations are fulfilled. Learn More →
Donor-Advised Funds Make a gift from your donor-advised fund, or name us as the ultimate beneficiary. Learn More →
IRA Rollover Make a "tax-free" gift with our QCD Tool (Qualified Charitable Distribution). Learn More →
Retirement Plan Give us assets subject to double taxation, and leave more to your family. Learn More →
Stock and Appreciated Assets Take advantage of appreciated securities without incurring capital gains tax. Learn More →
Life Insurance Make a significant gift, even without a large estate. Here's how to leverage your dollars. Learn More →
Real Estate Donate a valuable asset in exchange for tax benefits, and possibly an income stream. Learn More →
Charitable Gift Annuity You want stable payments. Your gift can be in cash, stock, or other assets that may potentially help reduce capital gains tax. Learn More →
Deferred Gift Annuity Younger donors can make a gift, save for retirement, and lower their taxable income. Learn More →
Flexible Gift Annuity A flexible gift annuity offers the benefits of a deferred gift annuity, but with options. Learn More →
Charitable Remainder Unitrust Offers maximum flexibility with regards to the investment and benefits of your gift plan. Learn More →
Charitable Remainder Annuity Trust Offers flexibility to invest and manage your gift, with the security of stable income. Learn More →
Retained Life Estate Your home is a valuable asset. You can even use it to make a gift and still live there. Learn More →
Charitable Lead Trust Your business is growing. How can you preserve some of its value for your family? Learn More →
Retirement Plans Ask your plan custodian for a TOD form, sometimes called a beneficiary designation form. Learn More →
Stocks and Investments Fund Accounts Ask your plan custodian for a TOD form, sometimes called a beneficiary designation form. Learn More →
Donor-Advised Fund With a donor-advised fund, you can invest today and make a bigger impact tomorrow. Learn More →
United States Savings Bonds Gift savings bonds to Main Line Health, and save your heirs from excess taxation. Learn More →
Life Insurance Ask your plan custodian for a TOD form, sometimes called a beneficiary designation form. Learn More →
Bank Accounts Ask for a POD form, and have what's left in your checking or savings transferred to Main Line Health. Learn More →
Jointly-Held Accounts You may have a loved one as a joint account owner. You can still designate and donate. Learn More →