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You Have Questions, We Have Answers

What You Need to Know About Planned Giving

As more people start to plan for the future, many have questions about making an impact at Wake Forest Baptist. We’ve put together a short list of frequently asked questions that you may find helpful as you craft your estate plan and consider giving back.

Q. I’m not able to make a gift at this time, but is there something I can do in the future?
A. Absolutely. There are a variety of different ways to include a gift to Wake Forest Baptist Health in your estate plan, many of which don’t require you to part with assets today. Contact Lori Osowski, Director, Charitable Gift Planning to explore your giving options.

Q. How do I designate Wake Forest Baptist Health as a beneficiary of my retirement plan assets?
A. Simply contact your plan administrator for a change-of-beneficiary form. Name us as beneficiary, then sign, date and return the form to your provider. Even easier yet—log onto their website and update your designations online.

Q. Can someone at Wake Forest Baptist Health tell me more about my options and future benefits?
A. Absolutely. We are happy to walk you through the process and work with your planning team to help you find the best gift option.

Create Your Legacy at Wake Forest Baptist

There are many ways you can make an impact at Wake Forest Baptist through a future gift. Contact Lori Osowski, Director, Charitable Gift Planning at losowski@wakehealth.edu or 336-716-1058 to learn more.

Personal Estate Planning Kit Request Form

Please provide the following information to view the materials for planning your estate.

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