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Planned Gifts

  Path: Bryn Mawr Hospital < About Bryn Mawr Hospital < Giving Opportunities <

Plan-a-Gift®

Welcome to Plan-a-Gift®, our unique interactive gift planning service. Just answer the three questions below and Plan-a-Gift® will recommend the best gift plan or plans to meet your individual needs and help Bryn Mawr Hospital at the same time!

Type of asset: What type of asset do you want to contribute?

Cash or securities

Retirement account (IRA, 401k, 403b)

Life insurance

Real estate

Business interest (closely-held stock, partnership interest)

Gift range: What gift range are you considering?

$5,000 - $99,999   

$100,000+

Your goal: What do you want to accomplish with your gift?

An Outright Gift that provides an immediate tax deduction to me and immediate benefit to the Hospital.

A Gift in My Will or Trust that will cost me little or nothing now, but benefits the Hospital later.

A Life-Income Gift that provides an immediate tax deduction and a stream of income to me, my spouse or others now, and leaves the principal to the Hospital later.

Important - Age range of beneficiaries:

21 - 54   

55 - 69  

70+  

A Wealth Transfer Gift that provides a stream of income to the Hospital now, and leaves the principal tax-free to my heirs later.

Read about your gift. 



Contact us
For more information, please contact your attorney or financial advisor. You may also call Scott Janney, Director of Planned Giving, at 610-229-4196 or via e-mail.



 
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Dr. Scott Janney, CFRE
Director of Planned Giving
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