Giving for the Future
Planned giving provides a method for you to establish a specific long-term plan that benefits both you and CMH. Through this type of contribution, you may be able to receive income, avoid capital gains tax or receive a partial income tax deduction. Such gifts include bequests, trusts, assignment of insurance policies or life income agreements. We would be pleased to discuss with you the benefits of planned giving.

Ways to Make a Planned Gift
Why should you include Calvert Memorial in your estate plan? Planned charitable investments may offer you important tax benefits now and in the future. There are various ways to make a planned gift including: Gifts of Assets, Gift Annuity, Charitable Bequest, Charitable Trust and Life Insurance.

Gifts of Assets
Most charitable contributions are gifts of cash for which the donor receives a full tax deduction. However, there are additional ways to support the Foundation. Gifts of Assets which include stocks, bonds and property - both real estate and personal property such as art - not only offer the donor tax savings but also the possibility to avoid capital gains tax on a portion of their donated assets.

Charitable Bequest
Your will is the basis of your estate plan. No matter what the size of your will, with good planning you will be able to preserve your assets and provide for loved ones. If you are grateful for the care you received at Calvert Memorial including CMH in your will may be a satisfying way to express your gratitude. Your attorney will be able to assist you with the various ways to add your bequest to your will. The Foundation office at CMH will be happy to provide you with additional information.

Charitable Gift Annuity
A donor makes a gift to CMH. The donor receives a fixed yearly dollar amount for life. The remaining principal goes to the Hospital upon the donor's death. This type of gift benefits both the donor and the receiver.

Charitable Remainder Trust
A donor creates a trust and income is paid to the designated beneficiaries as specified by the donor. The beneficiary receives income for life or a specified term. At the end of the term, the remainder reverts to CMH. This is an excellent way to care for a loved one and assist CMH in caring for others.