Planned Giving

Planned giving is a powerful way to ensure your values carry on in perpetuity, while also make a lasting impact on the health and well-being of your community. By including Wheeler Health in your estate plans, you provide vital support to individuals and families across Connecticut who rely on us for life-changing care.

Consider these options, many of which may hold significant tax benefits for you as well:

• Wills and Living Trusts: Ensure your legacy by making a tax-efficient gift that reflects your values and supports Wheeler's mission beyond your lifetime.
• Retirement Account Beneficiary Designation: Maximize the impact of your retirement assets by designating Wheeler as a beneficiary, reducing potential tax burdens on your heirs.
• Memorials and Tribute Gifts: Honor a loved one’s memory or celebrate a milestone by supporting Wheeler's transformative programs in their name.
• Real Estate: Make a significant contribution by donating property, avoiding capital gains taxes, and potentially receive a charitable tax deduction.
• Donor Advised Funds: Simplify your charitable giving and maximize tax advantages while supporting Wheeler's innovative, life-changing services.
• Charitable Lead Trusts: Support Wheeler's mission now while preserving wealth for your heirs with a trust that provides income to the organization for a set period.

a Legacy of Health, Hope, and Healing

Your planned gift helps sustain our innovative services, including integrated medical, behavioral, and dental care, addiction treatment, LGBTQIA-focused programs, and cutting-edge therapies like Transcranial Magnetic Stimulation for depression. Your generosity ensures that Wheeler can continue providing equitable, high-quality care for generations to come. 

Wheeler started through planned giving, and planned giving donors have made significant contributions to our care in recent years. Read more!

• Remembering the Libassis
• Planned gift supports Bristol Family Health & Wellness Center, Northwest Village School

Interested in Supporting Wheeler Through a Planned Gift? 

• Next Steps
  • Seek the advice of your financial or legal advisor. 
  • Contact our Marketing Communications and Philanthropic Giving Department at (860) 793-4450 or giving@wheelerhealth.org to discuss more about the different options for including Wheeler in your future estate plans. 
  • Please use our legal name and federal tax ID.
    • Legal Name: Wheeler Clinic, Inc.
    • Address: 91 Northwest Drive Plainville, CT 06062
    • Federal Tax ID Number: 06-0867065