Endowment Gift Funds
Endowments provide for the current and future needs of the programs and services offered at Burke. An endowment at Burke Rehabilitation Hospital is a designated account that is invested to produce income to fund the donor's wishes. Only the income from this fund is used while the principal of the account is preserved. You can establish an endowment at Burke Rehabilitation Hospital through a variety of means. For example, you may enter into a formal agreement with Burke Rehabilitation Hospital that will stipulate the fund's name, objectives and specific provisions for income distributions. Establishing an endowment at Burke Rehabilitation Hospital The minimum size gift to establish an endowment is $25,000. This can be paid over a period of years. You can establish an endowment in your own name, in the name of your family business, or in honor or memory of someone important to you. You can specify how the endowment income will be used by directing the income to a particular program or limiting the use of funds to a specific purpose such as wheelchair sports, medical education, therapy programs, hospital maintenance, equipment, or for unrestricted Hospital purposes. Endowments can be funded through a variety or combination of means, including:

•              Cash

•              Securities, Real Estate

•              Antiques, Collectibles

•              Will Bequest

•              Life Insurance

•              Charitable Trust

•              Gift Annuity

•              Pooled Income Fund

Recognition is available for endowment gifts through commemorative plaques within the Hospital, membership in the Founder's Circle, a distinctive group of individuals providing leadership gifts to the Hospital and through the Annual Report. Funds can be made in honor or memory of a patient or physician, a family member, friend or business associate.

Burke Rehabilitation Hospital invests endowment funds in income producing instruments that allow for potential growth of principal. Such investments are managed by qualified financial institutions and are carefully monitored in accordance with a rigorous investment policy established by the Finance Committee of the Board of Directors.