Planned Giving - Create a Legacy of Caring
Charitable gift planning, in concert with your long-term financial and estate planning, offers many benefits. Your gift of any size, pooled with others, helps Sutter VNA & Hospice care for the neediest patients throughout our service region. Last year we were able to provide over $500,000 worth of charity care, as well as services not covered by insurance, such as respite relief for family members caring for loved ones, and bereavement support after a death.
If you have any questions or want to discuss any aspect of gift planning, please call or email Mary Jane Perna, Chief Development Executive at Sutter VNA & Hospice. She may be reached at 510.450.8521 or at PernaM@SutterHealth.org.
Wills and Bequests
Leave a lasting legacy by naming Sutter VNA & Hospice as the beneficiary of your will or living trust.
Life-Income Gifts
Increase your retirement income, receive a tax deduction, and help our neediest patients with a gift annuity or charitable remainder trust.
Gifts of Real Estate
Avoid capital gains taxes and reduce estate taxes by giving appreciated real estate. Rid yourself of the responsibilities of being a landlord by donating rental property. Create a new stream of income by placing an unused vacation home or other property in a trust that pays you for life.
Retirement Plan Assets
Preserve your cash flow, avoid double-taxing your heirs, and make a significant gift without writing a check.
Let Us Know About Your Planned Gift
We hope you'll tell us when you have named Sutter VNA & Hospice in your will, trust, retirement plan, or insurance policy. We would very much like the opportunity to thank you for your kind generosity. Please call or email Mary Jane Perna at 510.450.8521 or at PernaM@SutterHealth.org.
