Plan Your Legacy
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
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 firstname.lastname@example.org or (818) 902-7928.