Planned Giving

Planning a gift to Healthy Kids can be financially beneficial to both you and the organization. Below are ways to give. You should always consult your financial planner and attorney regarding any gift.

Call Healthy Kids for more information: 207-563-1818

How To Give

Bequest: Just takes a simple designation in your will or trust and costs nothing during your lifetime.

Gift of Stock: Just requires gifting shares of stock to Healthy Kids. Your broker will contact Bath Savings for Healthy Kids and you get a tax deduction worth the value of the stock when sold vs. what you paid for it.

Living Trust: Avoids probate. Just name Healthy Kids as a beneficiary.

Gift Annuity: Increases your own cash flow.... A simple agreement that can increase your cash flow from a gift that provides guaranteed fixed payments for life. Lifetime annuity payments, based on age may be two or three time higher than your cash return on low-earning securities or CDs.

Life Insurance: Donate a policy and deduct future premium payments, or just name Healthy Kids as the policy beneficiary. Individuals typically pay less than $1 for $1 of coverage.

Charitable Remainder Trust: Great tool for selling assets tax-free and receiving income for life: the remaining assets go to Healthy Kids. It provides steady cash flow and can be more beneficial than keeping an asset or selling it outright.