The Schwartz Center is committed to supporting healthcare professionals with additional resources on caring for their patients, themselves and their teams during challenging times. Please find mental health and wellness resources here.
When you make a legacy gift to the Schwartz Center, you make a sustaining impact that not only helps improve the lives of patients, their families and the healers who treat them, but can also help you and your heirs.
We know that you understand the importance of compassion – and now you can ensure our mission lasts decades into the future. By joining the Schwartz Center’s Legacy Society as a charter member, you can ensure the well-being of future generations of healthcare workers and sustain generations of caregivers, including doctors, nurses, and all healthcare workers, to feel increased compassion and engagement toward patients. Becoming a member of the Schwartz Legacy Society ensures that the issues you care about and the values you cherish will be long remembered.
It’s a common misunderstanding that only the wealthy make planned gifts to charities. In fact, anyone can make a planned gift – whether as a percentage bequest or fixed amount in a will, or as a beneficiary designation for a financial account or life insurance policy.
For many donors, a planned gift is an opportunity to make a larger contribution to our mission of protecting compassion and empathy in patient care. If you designate even a small percent of your estate’s assets, a planned gift will have an important impact for the Schwartz Center. One gift alone could provide access to Schwartz Center programs for an under-resourced hospital or clinic for a year. Or it could help design and implement new channels to bring Schwartz Center resources to our members. The impact is substantial, and it is lasting.
You can name the Schwartz Center in your will or as a beneficiary of a retirement fund, life insurance policy, or financial asset at any time. These gifts cost nothing during your lifetime, while providing for a lasting impact later.
A gift from your will, also known as a bequest, is perhaps the most flexible way to have a lasting impact on the Schwartz Center. You can name the Schwartz Center for Compassionate Healthcare as a beneficiary in your will or living trust. You can designate the gift of a specific dollar amount, a particular asset, a percentage of your estate, or the remainder of your estate once all your other gifts have been fulfilled. With this gift type, you maintain complete control of your assets during your lifetime and may save on income taxes, capital gains taxes, and estate taxes.
Even if your will is already in place, you can add a simple addendum (known as a codicil) to include the Schwartz Center in your plans. For example, to leave a gift in your will, simply share this sentence with your attorney or financial planner:
“I bequeath (the sum of $________ or ________ percentage of my estate) to the Schwartz Center for Compassionate Healthcare, a Massachusetts not-for-profit, 501(c)(3) tax exempt corporation having a principal place of business on 399 Revolution Drive, Somerville, Massachusetts, federal tax ID number 04-1564655.”
If we are in your plans, please let us know by completing the form below so can properly thank you.
Gifts of financial assets, including IRAs, retirement accounts, and life insurance policies, are some of the easiest ways to give. By designating a percentage of these assets to the Schwartz Center for Compassionate Healthcare, you are creating a legacy of compassion for years to come. You can obtain a “beneficiary designation form” by visiting the website of your financial institution, which can add the Schwartz Center as a beneficiary of your financial accounts.
This takes only a few minutes to complete, yet your action will change people’s lives for generations to come. You control these assets—no attorney visits or legal fees are needed.
The most common assets our donors donate include:
Important: Please inform us if you name the Schwartz Center as a beneficiary of your assets using the form below. Your custodian is not obligated to disclose your gift to us.
You can support the Schwartz Center and secure a source of income through vehicles like a charitable gift annuity (CGA) or a charitable remainer trust (CRT). Both are designed to meet your philanthropic and financial goals—often reducing taxes, increasing your spendable income, and, at the same time, making a gift that will have a substantial impact on our future.
A CGA is a contract between you, the donor, and the Schwartz Center in which you make a gift to the Schwartz Center and we provide you with a fixed amount of monthly income.
A CRT enables you to make a tax-deductible donation to the Schwartz Center while also receiving income by transferring assets, such as cash, securities, or property, into an irrevocable trust. The trust then pays you income for a set period of years (or your lifetime) and the remaining assets are then given to the Schwartz Center.
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