Charitable gift planning affords you opportunities to have an outsized impact on the causes that matter most to you with the possibility of reducing or eliminating current and future tax liabilities, creating income for you or your loved ones, and preserving wealth for future generations of your family.
Recent and pending changes to the tax code (Tax Cut and Jobs Act, CARES Act, CAA, and BBB) contain provisions incentivizing you to plan how, what, and when you give to charity. If you have recently experienced or are anticipating changes in your personal life or business, we encourage you to partner with us to ensure you're taking full advantage of these incentives.
Sequoia Hospital Foundation's Department of Philanthropy is a ready resource for you and your advisors. We welcome you to have a confidential, no-obligation conversation to align your personal financial situation with your philanthropic goals.
A legacy gift enables you to support Sequoia Hospital Foundation, secures the financial needs of your loved ones, and provides you with tax benefits. Legacy gifts of all sizes combine to help us meet our current goals and reach further into the future.
By including Sequoia Hospital Foundation in your will or trust, naming the Foundation as a beneficiary of all or part of a life insurance policy, or taking advantage of other giving opportunities, you can preserve your assets now and support Sequoia Hospital Foundation for years to come. Your gift will have a real, lasting impact.
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When you make a gift to Sequoia Hospital Foundation from your will or trust, you'll be welcomed into the 1950 Sequoia Society and join other supporters and friends of our important mission. Is Sequoia Hospital Foundation already in your plans? Please let us know so we can properly thank you and make sure your gift will be used as you've intended.
Not only do you have options for how your gift will be used, you also have options on what to give and how to give. There are gifts that cost you nothing now, gifts that pay you income, and gifts that allow you to decide what happens when.
Through a provision in your written and executed will, you can make a gift in the form of cash, securities, real estate or personal property. There are many types of bequests. Choose the one that best fits your needs and intentions.
Naming Sequoia Hospital Foundation as the beneficiary of a qualified retirement plan asset such as a 401(k), 403(b), IRA, Keogh, profit-sharing pension plan or other donor-advised funds, will accomplish a charitable goal while realizing significant tax savings.
When you donate appreciated stocks, bonds, or mutual fund shares instead of cash, you'll receive charitable deductions at full, fair market value while reducing capital gains impact.
If you're 70 ½ or older, you can make a gift directly from your IRA to the Foundation . While there is no charitable deduction for a rollover gift, you do avoid the income tax on the donated portion of your required minimum distribution.
Designate the Foundation as a beneficiary to receive all or a portion of the balance of your Donor Advised Fund (DAF) through your fund administrator. You also can make a grant to us at any time from your donor-advised fund.
Name Sequoia Hospital Foundation as the beneficiary of an existing life insurance policy; donate an existing, paid-up life insurance policy you no longer need; or purchase a new life insurance policy and name Sequoia Hospital Foundation as the owner and beneficiary.
Donors just like you have made a real impact just by adding a few words to their will or using one of the many giving options available.
As treasured members of our community, the Rodondis kept their full support of Sequoia Hospital private. When they passed away in 2015 and 2017 respectively, Sequoia received a generous estate gift in support of our award-winning Heart & Vascular Institute. The Rodondi's gift will help Sequoia Hospital build on its strong legacy of pioneering cardiac care.
At a very young age, Donna saw the good nurses did to care for their patients. She enjoyed a 45-year career at Sequoia Hospital and considers the community a second family. She wants to see the good work and excellent care continue, so she decided to name Sequoia Hospital Foundation as a beneficiary for her retirement plan. "I want to see the tremendous strides made at Sequoia, continue. That is why I have included Sequoia in my estate plan," she says.
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Let us know how we can help you include Sequoia Hospital Foundation in your estate plans. Discussing your charitable intentions with us can lead to a much better result than going it alone - and will ensure that your gift is used just as you wish.
If you are working with a professional advisor, or advising a donor, here's a practical guide for including Sequoia Hospital Foundation in a charitable estate plan.