Plan Your Legacy
Our Legacy Circle is for individuals who have named Valley Presbyterian
Hospital 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 hospital in writing, that Valley
Presbyterian Hospital 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 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 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 Valley Presbyterian Hospital 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 and contact us for information on our gift
Charitable Gift Annuity
When you set up a Charitable Gift Annuity through Valley Presbyterian Hospital
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 Valley Presbyterian Hospital.
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 Valley Presbyterian Hospital.
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 Valley
For more information on estate gift giving, consult your professional service
advisors. Valley Presbyterian Hospital'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.