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Plan Your Legacy

Legacy gifts provide the foundation for Southwestern Vermont Medical Center’s work. These gifts allow you to take care of your family, provide for gifts to loved ones, and include a charitable gift for SVMC. We can help you find the best way to make your gift, and perhaps help you to make a larger gift than you thought possible.

The input of professional advisors should always be obtained to ensure that the strategies you are using are appropriate for your situation.

Retirement Planning Tips

It’s really never too early – or too late – to do retirement planning. With this in mind, here is a list of basic points to consider.

Benefits of Giving

A gift plan can provide you substantial tax benefits. Depending on your situation, you may save income taxes, capital gains taxes, probate expenses, and estate taxes.