Gift Planning

There are many ways to ensure your legacy lives on through a planned gift to Lehigh Valley Health Network.

Bequests: Flexible and Simple

A bequest is a gift that is made through your will or trust. It is an easy way to increase your impact without affecting your current income. A bequest can be made by including a specific amount or stated percentage to LVHN in your will or trust document.

Retirement Funds: A Tax-smart Way to Give

Make Lehigh Valley Health Network a beneficiary of your retirement fund and we’ll receive 100% of your gift tax-free. Request a beneficiary designation form from your financial institution or plan administrator and contact us for information to help you complete the beneficiary designation form.

A Qualified Charitable Distribution (QCD) from your IRA is a great way to give now if you are 70½ or older. The amount you distribute directly to Lehigh Valley Health Network isn’t taxed and it counts towards your required minimum distribution (RMD) if you are over age 72.

Life Income Gifts: Give and Receive

Gifts such as a Charitable Remainder Trust or Charitable Gift Annuity provide you, or another individual you name, with payments for the duration of your life and a deferred gift for Lehigh Valley Health Network. Different gift arrangements provide fixed or flexible rates and a tax deduction for a portion of your gift.

Your Advisor: A Partner in Philanthropy

We look forward to working with you and your attorney, financial advisor, CPA or other professional advisor to help create a charitable gift plan that maximizes your impact and tax savings.

For more information, please call The Office of Philanthropy at 484-884-6385.