The Planned Giving Society members have made a deferred gift in the amount of $10,000 or more in their estate plan to the Foundation. They believe that the Hospital must remain one of the premier providers of hospital care in California and one of the best in the nation.
In order to become a member of the Planned Giving Society complete the Planned Giving Reply Form.
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Bequests: The most common and easily executable type of planned gift, bequests are simply gifts of cash, securities, property, or other assets made through your will. Since they are exempt from estate taxes, charitable bequests may allow you to pass on to your heirs a larger portion of your estate. If you have a will already, it is a simple matter to make a change and add a charitable bequest through a codicil.
Charitable Trusts: The benefits of a charitable remainder trust include an irrevocable life income arrangement that is useful if you want to increase current income and decrease taxes. You may establish a trust for the benefit of one or more charitable organization and transfer assets to the trust. The trust agreement stipulates that you are to receive a lifetime income from the trust, which may continue to be paid to one or more beneficiaries. Upon the death of the last beneficiary, remaining trust assets become the property of the charitable organization(s). A charitable lead trust is the reverse of the charitable remainder trust. A lead trust is an irrevocable arrangement that allows you to support a charitable organization during your lifetime while leaving substantial assets to heirs. This trust provides an immediate flow of income to the charitable organization and may actually increase your inheritance through lowered gift and estate taxes.