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PLANNED GIVING

You have the ability to change history.

The people who beat our trail for the right to a dignified, identity affirming life could never have imagined same gender marriage or open service in the military. Today we can.

We live in a day when formerly unimaginable events are unfolding, writing unexpected turns into our collective history and reshaping our vision of the future. Here at Fenway Health, “our vision” is no longer a verbal wish list but a set of achievable goals.

 In the past 5 years we built a 10 story state-of-the art health care facility—the largest building ever constructed with a specific mission to serve the LGBT community. We wrote the first medical textbook to ensure new doctors become providers who serve LGBT patients with care and compassion. We published interim guidelines on how to administer antiretroviral medications that can—if taken daily—decrease HIV risk by almost half. We’re doing groundbreaking research on the sexual transmission of HIV; LGBT families and households; and demographic aspects of LGBT health, morbidity, disability, and mortality. And we’re putting that research into practice, lobbying to have LGBT health prioritized at the highest levels of public policy making.

Fenway will celebrate 40 years of service to the community in 2011. During that time we’ve gone from a basement level office without a sign over the door to a high rise building proudly towering above Boylston Street—one of three patient sites. We’ve come a long way because we, as a community, believed we had the power to shape our own future. You can help write the next forty years while making an investment in your own financial health. Because the inconceivable truly is possible.


Taking concrete steps for the future of the community

There is a range of ways you can help ensure your and Fenway’s mutual long term health—our financial security and our ability to touch people far into the future. Some of the simplest and most effective planning vehicles include:

 

Designating Fenway Health in your will or estate planning

Along with family members and other loved ones, many people designate organizations with which they have built a lifetime relationship in their wills or estates. You can name Fenway Health as the direct beneficiary of assets, a portion or percentage of your estate, or what remains of your estate after your other obligations have been met. Charitable bequests reduce the size of your estate and thereby may reduce estate taxation. Your financial support and name will continue to be associated with Fenway, providing a legacy of lasting remembrance.

 

Designating Fenway Health as a beneficiary on your life insurance policy

Many people are not aware that they may choose an organization as well as an individual as a beneficiary on their life insurance plans. This strategy is as easy as asking your HR manager or administrator of your life insurance policy—depending on where you enrolled in your plan—to let you review your papers and designate an additional beneficiary.

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Endowment giving

Contributing to Fenway Health’s endowment fund is a doubly effective form of support. Because endowment funds allow donors to make gifts in perpetuity, they help safeguard an organization’s future. Since they yield interest that must be used each year toward current programming needs, endowment funds also provide an infusion of more immediate support. Thus, designating funds for Fenway’s endowment fund allows you to contribute both now and beyond your lifetime.

 

Bequeathing real estate to Fenway Health

Real estate that we enjoy today can have a significant impact beyond our lifetime, converting into critical support for core programs and services at Fenway Health. In addition, there may be considerable tax benefits to this giving option. Your lawyer or estate planner can help explain the advantages of this long-term giving strategy.

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Additional planned giving options

The full range of planned giving options is extensive and includes such vehicles as charitable gift annuities, living trusts, gifts
of securities, charitable remainder trusts, retirement assets, charitable lead trusts and retained life estates. These strategies can maximize your legacy, generating more impact than you may have anticipated. We suggest you consult a financial planning specialist to see which of these options best complements your specific planned giving needs.

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Making a bequest to Fenway Health

There are many ways to make a bequest to Fenway. As is the case with all finanicial and estate matters, we strongly suggest that you consult with your own attorney and/or financial advisor about your decision to make a planned gift to Fenway.

  • An outright bequest of a specific amount (unrestricted or specific): “I leave the sum of $ — to Fenway Health for general, unrestricted use” or “to be directed to support the Women’s Health Program.”
  • A contingent bequest should a specific event occur
    in the future: “If I have sold my business, I leave $ — to Fenway Health …”
  • A residual bequest from the “residue” of your estate after other needs are taken care of: “I leave Fenway Health the 20% of the residue of my estate…”

A bequest can be made to Fenway Health in any amount no matter how large or small and can be directed any way you see fit, provided it can bused for purposes consistent with the mission of Fenway. Our legal name is “Fenway Community Health Center, Inc., located at 1340 Boylston Street, Boston, Massachusetts 02215.”

 

Fenway Health is a 501(c)3 non-profit organization.  For information about our non-profit status, please contact our Development Department at 617.927.6350.  Fenway is listed with Guidestar.org, an organization devoted to connecting philanthropists with up-to-date and accurate information on non-profits.

 

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ANSIN BUILDING
1340 BOYLSTON ST.
BOSTON, MA 02215
617.267.0900
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