Planned Giving
Healthcare with Heart
Nongrantor Lead Trust
How It Works
- Create trust agreement stating terms of the trust (usually for a term of years) and transfer cash or other property to trustee
- Trustee invests and manages trust assets and makes annual payments to Wentworth-Douglass
- Remainder transferred to your heirs
Benefits
- Annual gift to Wentworth-Douglass
- Future gift to heirs at fraction of property's value for transfer-tax purposes
- Professional management of assets during term of trust
- No charitable income-tax deduction, but donor not taxed on annual income of the trust
Request an eBrochure
Request Calculation
Contact Us
Sue Chase, CFRE
Major Gifts Officer
603-609-6161 xt 4391
schase8@mgb.org
Wentworth-Douglass Hospital, a Mass General Community Hospital
789 Central Avenue
Dover, NH 03820
Federal Tax ID Number:
51-0491062
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Disclaimer
Contact Us
For more information about gift planning, contact Sue Chase, CFRE, Major Gifts Officer, at 603-609-6161 xt 4391 or schase8@mgb.org.
Wentworth-Douglass Hospital & Health Foundation is a 501(c)(3) charitable organization. Gifts are tax deductible to the full extent of the law.
EIN: 51-0491062