Welcome to Planned Giving

Planned gifts are specially designed to help you meet your financial and family goals while simultaneously fulfilling your wish to further the mission of Beth Israel Deaconess Milton (BID–Milton).

Planned gifts, such as life-income gifts and bequests, can provide you with lifetime income and tax advantages and may make it possible for you to make a larger gift to BID–Milton than you originally thought possible. The right planned gift can play a valuable role in strengthening your own long-term financial plans. At the same time, your planned gift can be a simple and affordable way to leave a lasting legacy at BID–Milton.

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Most Popular Gifts
Start by learning which gifts are most popular, and find which one might work best for you.

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Plan by Life Stage
Taking your current life stage into account is very helpful when planning your gift to BID–Milton.

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Planned Giving Blog

A Charitable Gift with Payments More Predictable Than a Box of Chocolates

Charitable remainder trusts are a way to make a gift to us and get payments in return.

It’s Back to School—And a Charitable Gift Can Help Pay for College

Parents and grandparents of college students can help them pay for their education and make a gift to us by setting up a charitable trust.

Accelerating Testamentary Gift Can Yield Major Savings

Following the passage of the Tax Cuts and Jobs Act (TCJA) at the end of 2017, philanthropic American taxpayers are facing steeper hills to climb in pursuit of estate-tax savings ...

A Charitable Gift Plan for Investors That Accomplishes Four Objectives

Charitable gifts of stock that can save capital-gain tax and accomplish several other objectives

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