Welcome to Lahey Clinic Gift Planning Online
Good News! You can now make a tax-free gift from your IRA! Click here.
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Charitable IRA Rollover Re-authorized
Making a planned gift is a wonderful way to show your support and appreciation for Lahey and its mission, while accommodating your own personal, financial, estate planning and philanthropic goals. We look forward to showing you how a planned gift may give you options which allow you to
- Diversify your investment portfolio
- Increase your investment returns
- Plan for the financial needs of a spouse or loved one
- Provide for your heirs at a reduced tax cost
- Reduce your income taxes and/or avoid capital gains taxes
- Receive income from your personal residence or farm
- Leave a charitable legacy for future generations
- Make a larger gift to Lahey than you thought possible
We hope you enjoy exploring our site and learning about tax-savvy giving.
- If you're already considering certain giving options, simply
click on Compare Gift Options and
select the gifts you want to learn more about.
 If
you're not sure how our gift plans can meet your financial goals,
enter the Legacy Planner™,
and follow the trail to the gifts that will work best for you.
Each option you select leads to more choices, letting you design
your own gift plan.
- Request a personalized gift
illustration from us that details your plan, read our most recent Tip
of the Day, and refer to the FAQ's and Glossary sections.
Welcome! We hope you enjoy the site.
Your professional advisor(s) can help you with a tax-effective strategy for gift and estate planning. Please note: several types of gifts are subject to advance review by the Gift Acceptance Committee. Call the Office of Gift Planning at 781-744-2677.
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