By planning now, you can leave a legacy of your life through posthumous giving and help sustain the good work of Stony Brook Southampton Hospital for years to come.
The Jean Remmel FitzSimmons Society honors and recognizes generous friends who include the Hospital in their estate plans. Jean Remmel FitzSimmons was a distinguished member of the Hospital family, an esteemed trustee whose name came to be synonymous with the institution’s annual fundraising appeal and Annual Summer Party. To join the Jean Remmel Fitzsimmons Society, click here to access the SHF Planned Giving Enrollment Form.
Act now to take the steps you need to be a good steward of the resources you intend to leave behind. Please contact the Foundation’s president at (631) 283-4404 for more information.
A wide range of straightforward giving strategies provide you with flexibility while ensuring that your legacy goals are achieved.
Gifts of Stock – You can donate or transfer appreciated assets directly to Southampton Hospital Foundation and save on two types of taxes.
Donor Advised Funds – These gifts immediately support better health care in our community and multiple options are available.
Gifts in your Will – Bequests to Southampton Hospital Foundation in your will or revocable trust are easy to arrange and can be modified to address changing needs. You can also name the Foundation as beneficiary for all or part of your retirement plan or life insurance policy.
Gifts from your IRA – Donors 75.5 years or older are eligible to make tax-free donations from their IRA.
Gifts that Pay You Income
Planned giving creates options that can stretch your giving ability. These plans produce substantial support for Southampton Hospital Foundation while generating lifetime or fixed-term income for you, generating an immediate tax deduction, and/or avoiding capital gains tax.
- Charitable Remainder Unitrust – You want maximum flexibility regarding the investment and benefits of your gift plan.
- Charitable Remainder Annuity Trust – You want the flexibility to invest and manage your gift plan, and the security of stable income.
- Charitable Gift Annuity – You want secure, stable income at a high payout rate. Your gift can be in cash or stock.