Start Planning For Tomorrow

Estate planning doesn’t have to be complex. Just like the care we provide to our patients, let us help provide the tools you need based on your personal wishes and goals.

Make a will

Creating a will is a flexible gift planning option that allows you to protect your family and loved ones while supporting the causes you care about in the future. You may choose an attorney or use our FreeWill tool for easy planning.

Designate charitable beneficiaries

Adding Children’s Medical Center Foundation as a beneficiary to your cash or retirement accounts, donor-advised fund or even life insurance policy is an easy and free way to support our mission.

Create a charitable gift annuity (CGA)

A Charitable Gift Annuity helps you achieve predictable financial security while also making life better for children. By donating cash, stock or a qualified charitable distribution from your IRA, you can benefit from tax savings and receive consistent payments for your lifetime in return.

Fund a charitable remainder trust (CRT)

If you have appreciated assets and are looking for a trust that will grow with inflation, a Charitable Remainder Trust may be best. A CRT can be funded with cash, stock or real estate and will produce a variable income for your lifetime. The remainder from the invested funds will support Children’s Health when the trust is terminated.

Establish a charitable lead trust (CLT)

A Charitable Lead Trust is like a CRT but initially supports the charity instead of at its termination. You or another beneficiary will receive the remaining funds at the end of the trust’s pre-determined term. This is a great way to support Children’s Medical Center Foundation during your lifetime, receive a tax deduction and avoid capital gains.

Donate a life insurance policy

A life insurance policy can be used to support our nonprofit in two unique ways: include Children’s Medical Center Foundation as a beneficiary of your policy or transfer ownership of the policy. When you donate a life insurance policy, you or your estate may benefit from a tax deduction.

Learn More

Looking for some inspiration? Read about how some of our donors were able to make their biggest impact.

Still need more information? Contact our team for additional insight into creating a plan that’s right for you.

Ready to leave a legacy? Let us know about your plans and become a member of our Bradford Society.