The Legacy Circle includes individuals who have named Valley Presbyterian
Hospital as a beneficiary in their estate plan. Such forward-thinking
generosity is the foundation upon which institutions are built. These
gifts provide essential funding for the hospital while often affording
financial benefits to the donor and the donor's family now, and in
Joining the Legacy Circle is easy. A donor informs us, in writing, that
Valley Presbyterian Hospital is a beneficiary of his/her estate plan.
All details of the gift will be held in the strictest of confidence and
funds will be directed according to the donor's wishes. Individuals
who make arrangements for planned gifts should inform the hospital so
there is an opportunity to thank them now and to add their names to the
Legacy Circle donor wall.
The Legacy Circle recognizes supporters in the following ways:
- Recognition in the Annual Report and website in the year in which the hospital
was informed of the gift
- Permanent recognition on the Legacy Circle donor wall for estate gifts
of $25,000 or more
- An invitation to exclusive hospital special events
- A choice of a naming opportunity appropriate for the size of the gift (minimum
planned gift of $500,000)
Estate Plan Gifts
There are many ways to include Valley Presbyterian Hospital Foundation
as a beneficiary in an estate plan. Some of the typical plans include:
- Will or Trust - creating a will or trust allows you to defer a gift after
your lifetime. You may wish to designate a percentage of your retirement
plan, health savings plan or life insurance policy. Your benefit will
be to maintain your current lifestyle while making a meaningful gift to
support the hospital.
- Assets - leaving an asset to the hospital, now or in the future, is another
way to show your support. Assets can be stocks or securities, real estate
or other personal property. Typically, donors may receive an immediate
income tax deduction and may be able to avoid capital gain taxes, depending
upon the value of the donated asset.
- Charitable Trusts - creating a trust is another opportunity to support
the hospital, while at the same time providing financial benefits to the
donor. Donors may be able to supplement their income or create a revenue
stream for a set number of years. As an example, a charitable remainder
trust lets donors enjoy payments now, while the balance eventually goes
to support the important work of the hospital.
For information on the Legacy Circle, please contact:
email@example.com or (818) 902-7928
For more information on estate gift giving, consult your attorney and other
financial advisors. Valley Presbyterian Hospital Foundation’s estate
planning representative is available to meet with all potential donors
and can be reached at firstname.lastname@example.org or 818.902.7928.