Resources and Events
To learn more about legacy giving or any of the following resources, contact Planned Giving Officer Donna Driscoll for a confidential conversation at 781-624-8142 or email her at donna_driscoll@sshosp.org.
If you have an existing estate plan, we can review it and discuss the following with you:
- Health care proxy
- Living will (not valid in MA)
- Power of attorney (durable)
- Wills
- Trusts (revocable and irrevocable)
- Annuity contracts/retirement accounts/insurance policies
- Titling of assets
If you have no existing estate plan, we can:
- Explain the vital importance of a will and discuss laws of intestacy
- Explain the probate process
- Explain the difference between revocable and irrevocable trusts
- Illustrate income and estate tax strategies
- Recommend attorneys, accountants and financial advisors
- Show you various ways to give to your favorite charities
Events
We offer a variety of events for our Legacy Society supporters. For more information about the following events, contact Planned Giving Officer Donna Driscoll at 781-624-8142 or email her at donna_driscoll@sshosp.org.
Health and Wellness Programs
- Wellness clinics
- Nutrition classes
- Men’s health
- Women’s health
- Exercise programs
- Holistic approaches to health care
Social Opportunities
- Annual gatherings
- Functions with clinicians
Foundation Clinical Liaison Program
We are committed to providing support and guidance patients and families and to helping our donors and other hospital friends navigate our healthcare programs and services. The Foundation Clinical Liaison Program offers a wide range of assistance measures, from the services of our inpatient concierge to helping outpatients arrange physician appointments.
*Please note that we cannot give legal or tax advice, but can help lay the foundation for the best possible estate planning scenario for you and your family.
