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How to Give

How to Give

We are honored to accept your gift and welcome you into our donor family at the WMHS Foundation. Your gift increases the quality of patient care at UPMC Western Maryland and advances the caliber of our medical expertise. There are many ways to give, by donating now online or through a gift model that can provide tax benefits and even income. Click on the options below to learn more. We recommend that you consult your legal/financial advisor so that your giving model will best match your charitable intentions.

  • Bequest
    You designate our organization as the beneficiary of your asset by will, trust or beneficiary designation form.
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  • IRA Rollover
    Congress has enacted a permanent IRA charitable rollover. As a result you can make an IRA rollover gift this year and in future years.
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  • Beneficiary Designation Gifts
    You can designate us as a beneficiary of a retirement, investment or bank account or your life insurance policy.
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  • Charitable Remainder Unitrust
    You transfer your cash or appreciated property to fund a charitable remainder unitrust. The trust sells your property tax free and provides you with income for life or a term of years.
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  • Charitable Remainder Annuity Trust
    You transfer your cash or appreciated property to fund a charitable remainder annuity trust. The trust sells your property tax free and provides you with fixed income for life or a term of years.
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  • Charitable Lead Trust
    You fund a trust that makes gifts to us for a number of years. Your family receives the trust remainder at substantial tax savings.
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  • Sale and Unitrust
    You give a portion of your property to us to fund a charitable remainder trust, when the property sells you receive cash and income for life.
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  • Life Estate Reserved
    You give your property to our organization but retain the right to use the property during your life.
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IRA Charitable Rollover

An IRA rollover allows people age 70 1/2 and older to reduce their taxable income by making a gift directly from their IRA.

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