How can you make gifts of property, securities or real estate now if you don't know whether you will need those assets later?

Many have found the perfect solution to be a gift through their wills. With a bequest, you can provide for the future of Bryn Mawr Hospital without using any of your assets today. Many people in our community have been discouraged by low earnings on their cash investments. But some have discovered that they can help themselves and Bryn Mawr Rehab Hospital through a charitable gift annuity. With a gift annuity, you make a gift of cash or marketable property to the Bryn Mawr Rehab Hospital Foundation. We reinvest the assets and guarantee you a fixed income for life (and, if desired, for another beneficiary's lifetime). The annuity rate determines the annual amount paid to you and is related to your age. After the lifetimes of all beneficiaries, the funds are available for Bryn Mawr Rehab Hospital.

If you wish to make a deferred gift to Bryn Mawr Rehab Hospital, you can simply name Bryn Mawr Hospital as a beneficiary in your will or under a life insurance or pension plan. An alternative option is to establish an irrevocable charitable remainder trust (CRT).

With a CRT, you can meet several personal objectives, including:

• Reduced death taxes
• Improved income
• Current income tax savings through a charitable deduction
• Avoidance of capital gains tax (if your trust is funded with appreciated assets which would otherwise be sold).
• Carrying out your intent to support Bryn Mawr.

• Leaving a Bequest: Important information about leaving assets behind for charitable purposes. Learn More!
• Charitable Gift Annuity Rates and Benefits: Current rates and benefit information. Learn More!
• CRAT and a CRUT:  Find out more about the two types of charitable remainder trusts--a charitable remainder unitrust (CRUT) and a charitable remainder annuity trust (CRAT). Learn More!
  

For more information, please contact your attorney or financial advisor. You may also call Dr. Scott Janney, CFRE, Director of Planned Giving, at 610-229-4196 or email Scott.