First Steps to Building a Legacy

Make a Big Impact With a Future Gift

Each affiliate of the University of Vermont Health Network is deeply grateful for the generous philanthropic support we receive from our community. Your planned gift makes a difference in the lives of patients and families for years to come.

UVM Health Network is a collaborative partnership that aims to improve the quality of life in Vermont and northern New York with innovations in medicine and health care. Our network includes Alice Hyde Medical Center, Central Vermont Medical Center, Porter Medical Center, Champlain Valley Physicians Hospital, Elizabethtown Community Hospital, Home Health & Hospice, and UVM Medical Center. Together this partnership is building an integrated healthcare system that improves access to local care and maximizes the use of cutting edge information.

Planned giving at an affiliate of the UVM Health Network is centrally coordinated, however, we know that our supporters have strong ties to their chosen affiliate. While planned giving resources such as this website are shared by the affiliates, you can be assured that your gift will be applied to directly support the affiliate that you choose.

Start here to learn about the different gift options available to you. We will work with you to create a charitable plan that fits into your family's financial goals while supporting the work of an affiliate of the UVM Health Network.

Take a look at the different options that you think may work best.

Life Insurance

Most popular ways to give this asset:

Join Our Society

Learn about the Legacy Societies at each of our affiliates and see how your planned gift can have a lasting impact.

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Let Us Know

Please notify us if you would like more information about planned gifts or if you have already included an affiliate of the UVM Health Network in your estate plans. You will become a member of the Legacy Society and we would like to thank you for your generosity.

Notify Us

Not sure how to get started?

Click here to find out which gift options might meet your needs and interests.

A charitable bequest is one or two sentences in your will or living trust that leave to an affiliate of the UVM Health Network a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

"I give to an affiliate of the UVM Health Network, a nonprofit corporation currently located at Affiliate Address, or its successor thereto, ______________ [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to an affiliate of the UVM Health Network or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the potential tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to an affiliate of the UVM Health Network as a lump sum.

You fund this trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to an affiliate of the UVM Health Network as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and an affiliate of the UVM Health Network where you agree to make a gift to an affiliate of the UVM Health Network and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

Personal Estate Planning Kit Request Form

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