"Estate planning is a
great way to provide
for your future while
benefiting
organizations that you
care about."
Wetzel County Hospital Foundation
WETZEL COUNTY HOSPITAL
304-455-8000
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The Wetzel County Hospital Foundation offers a way for individuals to help
further our mission long into the future through their estate plans.

Whether designating to an existing fund, creating a new fund, or allowing the
funds to be used where they are needed most, planned giving donors can
provide charitable funds to the Foundation through a variety of planned gift
options.

Bequests
Charitable Remainder Trusts
Charitable Gift Annuities
Life Insurance
IRA, 401(k) or other Qualified Assets

Careful estate planning can be a tremendous permanent benefit to your and organizations you care about. Representatives from the Wetzel County Hospital
Foundation are available to meet with you and your financial advisor to discuss
questions and concerns regarding estate and gift planning.

Please contact Yvonne Grimes, Director of Planned Giving at 304-455-8114
if you would like more information or a private consultation. Or click on this link
to request more information

Bequests are the most common way to make lasting gifts. Simply list the
Wetzel County Hospital Foundation as a beneficiary of your will. Many people
set aside a certain dollar amount; yet others choose to leave a percentage of
their estate. If you wish to name a specific fund to benefit from your gift, you
can make your wishes known to the Foundation when your will is prepared or
we can assist with information to be included in a codicil (an amendment to your
will). At that time, you can make the gift’s purpose clear and may choose to
acknowledge that the gift has been given in memory of a particular person..

Charitable Remainder Trusts are another way to offer a legacy. After paying
you an income for your life, a Charitable Remainder Trust can establish or add
to a fund to support the mission of the Foundation. Charitable Remainder
Trusts may also provide substantial tax advantages.

Charitable Gift Annuities through the Wetzel County Hospital Foundation pay
a fixed income, usually for the life of the donor and/or spouse. At the conclusion
of the annuity, the Foundation will receive an amount equal to the difference
between the original gift and the cost of providing the annuity. Annuities can be
a great option for someone who needs supplemental income, but is receiving
little from savings or certificate of deposit interest. Annuities may also offer
significant current tax advantages.

Life Insurance can be used if you name the Wetzel County Hospital
Foundation as the owner and beneficiary of a new or existing policy-perhaps a
policy that is no longer essential to your financial goals. Premiums paid by the
donor on the policy will then become tax deductible.

IRA, 401(k), or Other Qualified Assets may be used to leave a legacy simply
by naming the Wetzel County Hospital Foundation as the beneficiary. Such
assets are often subject to both estate and income taxes, so these assets
should be the first used for charitable bequests. A Charitable Remainder Trust
for which the Foundation serves as Trustee may also be designated the
beneficiary.
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