Planned Giving

Planned giving lets you help shape North Shore Medical Center's future while achieving your own personal, financial, and estate planning goals. Your planned gift of any size will help ensure our ability to provide comprehensive, accessible, high-quality health care and service to our communities. There are many ways to make a planned gift. Explore the information below to learn more about your options. Then, let us work with you and your advisors on a plan that's right for you.

Giving Back through a Charitable Gift Annuity

As a collector of antique automobiles, Fred Jackson has a keen appreciation for high performance, comfort, and enduring value. He and his wife, Barbara, admire those same qualities in NSMC, where they've turned for their family's healthcare since moving to Marblehead in 1961.

To recognize the important role NSMC has played in their lives (Barbara jokes that she's a "frequent flyer" at NSMC Salem Hospital), the Jacksons recently made a donation to the Best Care, Right Place campaign in the form of a charitable gift annuity. In addition to providing NSMC with valuable support, the gift annuity guarantees the Jacksons a lifetime income stream and significant benefits.

"North Shore Medical Center has always been there for us when we've needed it," says Fred, the retired founder and owner of Orbit Plastics Corporation in Salisbury. "A charitable gift annuity seemed like a great way to give something back."

Planned Giving Options

Bequests
Estate gifts can be made through a will or a trust, and both vehicles enable assets to be distributed to NSMC.
 
Charitable Lead Trusts
Pass appreciated assets to your heirs without significant estate taxes by allowing NSMC to receive income from these assets for a specified time period. 

Charitable Remainder Trusts
Name NSMC the beneficiary of a trust that will provide a set percentage of annual income for you during your lifetime.

Gift Annuities
Receive fixed annual payments from NSMC for gifts of cash, securities, real estate, or personal property.

Life Insurance
Name NSMC as a beneficiary of your whole life insurance policy.