Bequest Gifts

By including Spaulding in your estate plans, you have a profound impact for generations to come — and inspire others with your legacy of generosity.

Naming Spaulding in your will or trust is a simple and flexible way to make a deferred gift to Spaulding that reflects your enduring values and philanthropic priorities.

Through your estate plans, you can make a gift of a specific dollar amount, a percentage of your estate, or the remainder of your estate once all of your other distributions have been fulfilled as you wish.

Additional Information about Bequests

Sample Language for Wills & Trusts

Here is sample bequest language for you and your advisors to name Spaulding as a beneficiary in your will and/or trust:

I give (________dollars/__________percent/all of the residue from my estate) to Spaulding Rehabilitation Hospital, a Massachusetts corporation located in Charlestown, Massachusetts, for unrestricted purposes.

Earmarking Your Gift

In addition to an unrestricted gift, it is possible to earmark a bequest for a specific purpose, place, or program.

Gifting Through a Life Insurance Policy

Giving through a life insurance policy can be another meaningful and tax-efficient way to leave your legacy.

To discuss these and other planned gift options, please contact John MacRae, Senior Director of Principal and Major Gifts, at (617) 306-2394, or jcmacrae@mgb.org.