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Promote understanding and support of quality hospice and palliative care

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Planned Giving

Planned Giving is an opportunity to celebrate and support the things that are important to us through financial and estate planning.

Planned Giving is all about deciding what we want to do with our assets and how we want to support the people, the institutions and the causes that we hold most dear. We encourage you to consider support for the California Hospice Foundation.

The following information describes some of the different ways you can give. It is not intended as a complete reference, rather as an introduction to the many options available. Before making any decisions about planned giving, any gift possibility should be discussed with your legal and tax advisors. We ask that any designated gift (gifts for a specific purpose) be discussed with us in advance, to assure that every donor's intent can be honored.

Please have your legal advisor use the following legal name when making a gift through your will or other estate plan: "I bequeath (state the specific gift) to the California Hospice Foundation."

The material presented in this website is not offered as legal or tax advice

The following are types of planned gifts:

Bequests (through a will or living trust) - A bequest through a will or living trust is the simplest and most common planned gift. It can be a stated sum of money, a percentage of your estate, a percentage of the residue of your estate after other bequests have been fulfilled, a specific asset such as personal or real property, or the portion of your estate that would otherwise be taxable.

Outright Gifts (securities, cash, and valuables) - While outright gifts of cash are the most common way of supporting a charity during your lifetime, it can also be advantageous to donate any of the following assets:

• Securities - Many donors use stocks, bonds, or mutual funds to make gifts. If they have increased in value since you obtained them, there can be significant tax advantage. If you wish to donate securities that have diminished in value since you obtained them, you should talk to your tax advisor about the best way to make the donation.
• Personal Property - You may donate assets such as jewelry, automobiles, paintings, and antiques as immediate gifts, or they can be used to fund life income gifts. You will need to pay for a bona-fide appraisal of the item by a qualified appraiser.

Gifts of Life Insurance (new or existing policies) - You may have some life insurance that you no longer need.

• Existing Individual Policies - Life insurance may no longer be needed to protect your family.
• New Individual Policies - You may wish to purchase a new life insurance policy with the California Hospice Foundation as the beneficiary. Such a gift would provide you the opportunity to make a sizeable deferred gift to us.

Beneficiary Designations - Naming California Hospice Foundation as the beneficiary of all or a portion of your IRA, a 401K, a 403B plan or other retirement assets can be simple and can provide you with important tax advantages. Since the money that has accumulated in these plans has never been taxed, the State and Federal government levy ordinary income tax on any distribution, unless that distribution is to a charity.

Real Estate - Perhaps your home no longer fits your needs, or perhaps you own a second or third home that you longer use.

• Outright Gift of Real Estate - This is a time-honored way of making a substantial charitable contribution
• Retained Life Estate Agreement - You can donate your home, farm, or ranch to a charity and reserve the right for yourself or others to live there or enjoy the use of the property for the rest of your lives.
• Bargain Sale - A bargain sale is an arrangement by which a donor sells a portion and gives a portion of personal property or real estate to a charity.

Life Income Gifts (gifts that pay a current income) - A life income gift enables you to make the gift now but keep the income for you or a loved one, or both for the rest of your life. After the "income beneficiary's" life, the charity receives the principal. These gifts can take a variety of forms, two of which are the Charitable Remainder Trust (CRT) and the Charitable Gift Annuity (CGA).

• Charitable Remainder Trust - Typically funded with appreciated stocks, real estate, and/or cash, a Charitable Remainder Trust can be established to pay either a fixed income or a variable income for the donor's (or other income beneficiary's) life or a term of years, up to 20. When the trust terminates at the end of the income beneficiary's life or term of years, then the California Hospice Foundation receives the "charitable remainder" in the trust to use pursuant to the donor's wishes.
• Charitable Gift Annuity - Donors at or near retirement age who are looking for a guaranteed fixed income for life and want to do something significant for the California Hospice Foundation can benefit from establishing a Charitable Gift Annuity.

Charitable Lead Trust (gifts through which a donor can pass sizeable assets to heirs) - For individuals with large estates, it is possible to pass sizeable assets to children or grandchildren at a greatly reduced gift and estate tax. This strategy - utilizing a Charitable Lead Trust - is accomplished through a plan that pays income to the charity for a term of up to 20 years, after which your assets are passed on to your heirs.

Endowment Funds - Current and deferred gifts to the General Endowment Fund help the California Hospice Foundation achieve its mission of making a difference in the community. A gift to a Named Endowment Fund is a tremendous way to honor or memorialize someone important to you.

Donor Advised Funds - Donor Advised Funds make a great way to involve family in the philanthropic process while assisting the California Hospice Foundation in its mission. And again, it's a great way to honor or memorialize a family, loved one or other significant individual in your life.