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"Quietly serving the underserved"

 

 

 

 

 
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DONATE
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at the "Direct My Gift To" section, select:
Health & Education Services
Tapestry Campaign

 


In addition to providing for the needs of HES and the community, donors can also enjoy benefits from the charitable income tax deductions they are entitled to as a result of their generosity. The following information provides an explanation of the various ways donors can plan significant gifts to HES and the campaign while taking full advantage of the income and estate tax benefits allowed under the law.

 

OUTRIGHT GIFTS Most donors who pledge support to HES will fulfill their commitments with annual pledge payments of cash or marketable securities of up to five years in length for gifts of $5,000 and greater.

 

SECURITIES: There are distinct tax advantages to considering gifts of appreciated securities such as stocks, bonds and mutual funds. The donor incurs no capital gains tax on appreciated securities given for charitable purposes and can claim a charitable income tax deduction of up to 30 percent of annual adjusted gross income (with a five-year carry over).

 

CLOSELY HELD STOCK: A charitable gift of stock in a closely held corporation with no ready market price requires a partial appraisal summary or in the case of gifts over $5,000, a qualified appraisal to determine the value of the gift. The donor receives a charitable deduction based on the appraised value of the stock, incurs no capital gains tax liability and can claim a deduction of equal to 30 percent of the annual adjusted gross income (with a five-year carry over).

 

REAL ESTATE: A gift of real estate or undivided partial interest that has appreciated in value can be an attractive option when considering a major charitable contribution. The services of a qualified real estate appraiser are required to determine the value of a contribution of real estate. As with other appreciated property gifts, the charitable deduction for a gift of real estate is based on the property’s current fair market value and the donor incurs no capital gains liability.

 

CORPORATE GIFTS: A corporation can make and deduct charitable gifts of up to 10 percent of taxable income per year.

 

MATCHING GIFTS: Numerous companies have matching gift programs through which an employer can match an individual’s charitable gift in varying amounts. Donors are urged to obtain their employer’s matching gift forms and leverage their own gifts.

 

LIFE INSURANCE: The use of life insurance policies for charitable giving is another option when planning a major contribution. A paid-up policy yields a charitable income

 

 

CAREGIVER RECOGNITION PROGRAM

           

EMPLOYEE DONATIONS

 


 

 

 

131 Rantoul Street Beverly, MA   01915

Member of  Northeast Health System