Donors & Friends

Ways to Give

Deferred Gifts

Bequests

A will is the cornerstone of every estate plan.

Friends of Marshfield Clinic frequently name the Clinic as a beneficiary in their will. Many are interested in our medical research and education projects and wish to support these causes.

A charitable bequest may be drafted as a fixed-dollar amount or as a percentage of the residuary estate. Most donors make their bequests unrestricted to allow the use of funds where they are most needed. See an example which your attorney may consider using in your will to create a charitable bequest.

Contact a Development staff person for more information and bequest examples.

Charitable Remainder Trust

A charitable remainder trust is a trust which reserves for you, the donor, either an income for life or for a term of years. Donors may elect to receive an amount each year equal to a fixed percentage of fair market value of the trust assets, or elect to receive a set dollar amount each year.

Charitable Gift Annuity

A charitable gift annuity is a contract between you and the Clinic that allows you to make a gift while the Clinic agrees to pay you and/or your spouse an annuity for life. This popular giving vehicle also offers you a generous income tax deduction.

Charitable Lead Trust

If you own assets that have appreciated, you may want to consider establishing a charitable lead trust. This type of trust provides that the Clinic receives income for a specified term of years, after which the principal is returned to you, the donor, your children or others.

Life Insurance

A gift of Life Insurance may allow substantial tax savings. You receive an immediate income tax charitable deduction, and the policy is removed from your estate, reducing estate taxes.