Planned gifts to Lancaster General Health

Gifts from Retirement Plans at Death

Gifts from Retirement Plans at Death Diagram. Description of image is listed below.

How It Works

  1. You name the LG Health Foundation as beneficiary for part or all of your retirement-plan benefits
  2. Funds are transferred by plan administrator at your death

Benefits

  • No federal income tax is due on the funds that pass to the LG Health Foundation
  • No federal estate tax on the funds
  • You make a significant gift for the programs you support at the LG Health Foundation

Special note: Call or e-mail us to tell us of your intent, and we will assist you with the details of the transfer.

Contact Us

Jennifer Groff 
Vice President 
717-544-7126 
foundation@lghealth.org 

The Lancaster General Health Foundation

2110 Harrisburg Pike, Suite 205 
Lancaster, PA 17601 
Federal Tax ID Number: 20-5767147

Back