Our Foundation

Plan Your LegacyLegacy Circle

Our Legacy Circle is for individuals who have named Valley Presbyterian Hospital Foundation as a beneficiary in their estate plans, as well as through securities, life insurance, retirement plan assets and other gifts. Such forward-thinking generosity is vital for the continuing needs of our community. These gifts provide essential funding for the hospital and potentially offer financial benefits to you and your family now, and in the future.

To join the Legacy Circle, Inform the Foundation in writing, that Valley Presbyterian Hospital Foundation is a beneficiary of your estate plan or other assets. All details of the gift will be held in the strictest of confidence and funds will be directed according to your wishes.

Click here for a list of current Legacy Circle members.

Create a Legacy with Your Will or Living Trust

When you name Valley Presbyterian Hospital Foundation as a beneficiary in your will or living trust during your lifetime, you earmark some of your assets to support quality healthcare while remaining in control of your assets. Depending on your current status, tax relief may be available for some gifts. Consult your tax advisor for more information.

Planned Giving with Minimal Personal Impact

Listing Valley Presbyterian Hospital Foundation as a beneficiary of your retirement plan assets, life insurance or insurance annuities allows you to create a legacy that makes a difference for the community, while bequeathing lower taxed assets to family and loved ones. Percentage allocation can be adjusted at any time upon your discretion. Many donors decide to make a gift of insurance that is no longer needed.

Planned Real Estate Giving

You can name the Valley Presbyterian Hospital Foundation as a beneficiary to any real property you want to leave behind to benefit the community (houses, condos, business/commercial property, investment property, undeveloped property and other forms of real estate.) There are many variables involved with donating real estate, so we recommend that you consult personal advisors on how to start the process, as well as contact the Foundation for information on its gift acceptance policy.

Charitable Gift Annuity

When you set up a Charitable Gift Annuity through the Valley Presbyterian Hospital Foundation you are contributing to a healthy community while enjoying the benefits of your assets during your lifetime. By securing your finances in a Charitable Gift Annuity you allow your resources to keep working while also receiving regular payments. After your lifetime, the remaining balance of your gift is donated to the Valley Presbyterian Hospital Foundation.

Charitable Remainder Annuity Trust (CRAT)

With a Charitable Remainder Annuity Trust (CRAT), you can receive a fixed income for life on the value of your cash, stock or real estate assets you give to the trust. After your lifetime, the remaining balance of your gift supports the Valley Presbyterian Hospital Foundation.

Charitable Remainder Unitrust (CRUT)

With a Charitable Remainder Unitrust (CRUT), you can receive variable income each year for life from the value of your cash, stock or real estate assets you give to the trust, calculated at the beginning of each year. After your lifetime, the remaining balance of your gift supports the Valley Presbyterian Hospital Foundation.


For more information on estate gift giving, consult your professional service advisors. Valley Presbyterian Hospital Foundation’s estate planning representative may be available to meet with all potential donors and can be reached at foundation@valleypres.org or (818) 902-7928.