Giving to Middlesex Health ensures that the communities it serves have a hospital they need and deserve, today and in the future.
Planned gifts provide resources that preserve the future of Middlesex Health. Friends of Middlesex are including the Hospital in their estate plans, providing the Hospital with necessary funding to meet the future health care needs of the community.
We invite you to join us. Please consider a confidential, no-obligation conversation to join us.
The Heritage Circle is made up of those who have made a special commitment, through a planned gift, to the advancement of Middlesex. When you include us in your will, or make Middlesex Health a beneficiary, you can plan a gift to us that will only take effect after your other obligations have ceased, and you'll automatically become a member of our Heritage Circle.
We'd love to welcome YOU as our newest member.
*Members of the Heritage Circle who have passed away. Their support of Middlesex Health and gifts through their estates will be appreciated for years to come.
Through a provision in your written and executed will, you can make a gift in the form of cash, securities, real estate or personal property. There are many types of bequests. Choose the one that best fits your needs and intentions.Download Bequest Language
Naming Middlesex Health as the beneficiary of a qualified retirement plan asset such as a 401(k), 403(b), IRA, Keogh, profit-sharing pension plan or other donor-advised funds or life insurance, will accomplish a charitable goal while realizing significant tax savings.Download Beneficiary Gift Info
You can turn underperforming assets (stock, cash in a savings account, CDs, savings bonds, etc.) into a gift to the Middlesex Health that provides income to you. Your Charitable Gift Annuity will give you quarterly, fixed payments for life and tax benefits, too.Download CGA Info
When you donate appreciated stocks, bonds or mutual fund shares instead of cash, you'll receive charitable deductions at full, fair market value while reducing capital gains impact.Download Stock Transfer Info
If you're 70 ½ or older, you can make a gift directly from your IRA to Middlesex Health. While there is no charitable deduction for a rollover gift, you do avoid the income tax on the donated portion of your required minimum distribution.Download IRA Gift Info
Name Middlesex Health as a beneficiary of your donor advised fund. Designate Middlesex to receive all or a portion of the balance of your fund through your fund administrator (you can also make a grant to us at any time from your donor advised fund). The balance in your fund passes to Middlesex Health when the fund terminates.Contact Us for Details
There are many giving options available to you, such as naming Middlesex Health as a beneficiary in your will and charitable gift annuities that provide steady income for you and your family during your lifetime. For more information, please find our contact info below, or submit this form.
Sarah Moore, MBA
Executive Director, Development
Office of Philanthropy
28 Crescent Street
Middletown, CT 06457
Office fax: 860-358-6568