Gift Planning

Strengthen Your Impact to MedStar Health

At MedStar Health, we offer opportunities to make a planned gift. Our goal is to help you fulfill your philanthropic intent in coordination with your financial and estate planning to make a difference for generations to come. Learn more below.

Ways to Give

There are many ways to provide a deferred or planned gift to MedStar Health, some of the most popular approaches include:

  • Charitable bequests through your will or living trust
  • Beneficiary designations through gifts of retirement assets or life insurance
  • Gifts that generate income including charitable gift annuities

Click here to learn more.

What to Give

In making your decision to make a gift to MedStar Health, you should consult your legal or financial advisors related to the tax advantages and consequences of your decision.

MedStar Health accepts the following assets:

  • Cash
  • Stocks
  • Gifts through will or revocable trusts
  • Retirement assets
  • Life Insurance
  • Real estate (or other appreciated assets)

Click here to learn more.

Making a Plan

We recognize that values-based gift planning and estate planning is a personalized process. At MedStar Health, we have a unique service that we offer to our friends and supporters that is free, confidential, and is a complement to the conversations you have with your personal advisor.

MedStar Health works with Thompson & Associates, a firm that specializes in values-based estate planning. Thompson & Associates provides unbiased counsel in connecting your lifetime values with your estate planning goals.

  • Heirs
    You might wish to give to your heirs 100% of your assets.
  • Taxes
    The reality for most people is 70% to your heirs and 30% to taxes.
  • Charity
    There's an alternative option, known as the “third bucket."

Would you like to learn how you can take care of your heirs, reduce or eliminate taxes and support the organizations you value the most, like MedStar Health via the “third bucket” option? Email us at [email protected].

Click here to learn more about making a plan

Click here for the Secure Act overview.

Interested in finding out more? Contact us via email at [email protected] or call 410-772-6747.