Planned Giving

Create a Lasting Legacy

Planned giving is one of the most powerful ways you can make an impact. It allows many donors to make a larger charitable gift than they thought possible, reduce their tax burden, and create a lasting positive impact for future patients and families in need of hospice care in our community.

We invite you to become a member of our giving society as a tribute to someone who has touched your life. Thanks to your donation, others will receive the gifts of comfort, peace and dignity in the caring hands of our dedicated professionals and trained volunteers.

Easy Ways to Make a Difference

Bequests

A bequest is one of the most common ways to make a planned gift. This is done through your will with the help of a legal advisor. You can give a set dollar amount, percentage of your estate, or personal property. See below for sample language:

“I give, devise, and bequeath to Care Dimensions, Inc., a tax-exempt organization under 501(c)(3) of the Internal Revenue Code (Federal Tax ID# 22-2873792 ), _____ percent (%) of my total estate determined as of the date of my death, designated as: an unrestricted gift used at its discretion, or to be used to support the _____________Fund.”

Donor Designations

Another way to make a planned gift is to designate all or part of your insurance policy, IRA or retirement plan be donated to Care Dimensions. These gifts are easy to put in place and do not require updating your will. Simply name Care Dimensions as a beneficiary of your policy or plan.

You also can choose to give real estate or stocks, and IRA holders can make qualified charitable donations of up to $100,000 after age 70.5 to reduce their taxable income.

As a not-for-profit organization, Care Dimensions is fully qualified to receive tax-deductible donations as provided by law.

The David Sherman Legacy Society was founded in 2011 to recognize individuals who have made a provision for Care Dimensions in their estate plans, to recognize the largest bequest received in our history and to honor David Sherman's memory. Born in Lynn, Mr. Sherman was a graduate of Swampscott High School. He served in the U. S. Army during World War II and later owned a Swampscott furniture store for many years. Known for his philanthropy during his lifetime, Mr. Sherman regularly made generous gifts to Care Dimensions and many other charitable organizations. Mr. Sherman passed away in 2008 at the age of 101.

Join this compassionate group of kindred spirits by letting us know that you are leaving a planned gift to Care Dimensions. We are proud to honor our Legacy Society members each year to share our heartfelt gratitude and appreciation.

We’re happy to answer any questions you may have about joining our Legacy Society or leaving a planned gift to Care Dimensions. We look forward to hearing from you!

Please Contact Us

We are always happy to speak with you about ways to support our mission. Call or email the Philanthropy Department at 978-223-9787 or [email protected]

Care Dimensions is a Non-profit Organization

All fundraising proceeds support the Care Dimensions mission to provide comprehensive and compassionate support for children and adults with advanced illness, death and loss. As a 501(c)3 non-profit organization, all donations to Care Dimensions are fully deductible to the extent permitted by IRS guidelines. Our Federal Tax ID Number/EIN is 22-2873792.

Stories View more Care Dimensions Stories

Hospice Experiences Motivate Caregiver to Give Back

Care Dimensions’ supportive care for his mother, partner Jan, and brother Paul left Mark O'Donnell with a desire to give back to Care Dimensions. This year, he joined the David Sherman Legacy Society, whose members have made a provision for Care Dimensions in their estate plans.

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Appreciation of Support Spurs Donor to Honor Care Dimensions in Estate Plans

In the spring of 2016 the Didios lost two members of their family.  Within four days of each other, John and his mother, Jacqueline died at the Kaplan Family Hospice House. 

Two years later, Marisa Didio decided to honor her brother and her mother's memory by including Care Dimensions in her estate plans so that other families can benefit from the hospice experience. 

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View more Care Dimensions Stories