Remembering Cape Cod Healthcare In Your Will or Trust
Gifts through wills, trusts or retirement accounts have helped shape Cape Cod Healthcare into the nationally-recognized health system it is today. For many benefactors and friends of Cape Cod Healthcare, a charitable bequest is the easiest and best way to make a gift. You can name Cape Cod Healthcare as the beneficiary of a portion of your estate, or of particular assets in your estate.
Income Providing Gifts
- Charitable Gift Annuity: The Charitable Gift Annuity is among the oldest, simplest, and most popular of the charitable life-income plans. In exchange for a gift of cash, marketable securities, or, in some circumstances, real estate, we agree and guarantee to make specified annuity payments to you and/or another beneficiary for life. The payout rate depends on the age(s) at the time of the gift.
- Charitable Remainder Trusts (CRT): The growing popularity of charitable trusts can be credited to the financial and estate-planning flexibility they afford. With a CRT, assets are placed into the trust which provides income to the pre-determined beneficiary or beneficiaries. At the end of the term of the trust, "the remainder" distributes to Cape Cod Healthcare. The donor selects the rate of return and trustee of the trust.
- Charitable Remainder Annuity Trust (CRAT): Instead of a variable payout, the CRAT pays beneficiaries a fixed amount for the entire trust term. The donor selects the trustee and rate of return, as allowed by law. This is particularly suitable for a beneficiary who desires security of a specific fixed amount.
- Pooled Income Fund: A fund managed by Cape Cod Healthcare's trustee (State Street Global Advisors) in which gifts are “pooled” for investment purposes with income shared proportionately among the participants. The rate fluctuates with the market. The donor avoids all capital gain tax with gifts of appreciated securities.