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Donate ยป Planned Giving/Estate Planning

There are many ways to make a gift to Citrus Valley Health Foundation. Your gift may be designated for a specific program or purpose, or you may make an unrestricted gift. We encourage donors to make pledges, payable over a period of years. Your charitable contribution may also help you to realize substantial tax savings.

However you choose to make your gift, your support will help Citrus Valley Health Partners to continue fulfilling its mission of providing top-quality, compassionate healthcare. Your charitable gift is a meaningful investment in the long-term health of the communities we serve.

Foundation staff members are ready to assist you in determining the best match between your philanthropic goals and the Foundation's needs. In addition, we urge you to consult your own legal and financial advisors as you consider your gift.

Gifts of Cash

An outright gift of cash is the easiest way to support Citrus Valley Health Foundation, and has an immediate impact on our programs and services. Your employer may also match the dollar amount of your gift, adding even more value to your contribution. An outright gift also entitles you to a charitable income tax deduction.

Gifts of Real Estate

You may make a gift of developed or undeveloped property, including a personal or vacation residence, farm or rental property. These gifts can result in substantial tax savings for you, as well as significant support for Citrus Valley Health Partner's mission. In addition to an outright gift or real property, you may also make a gift of a remainder interest in a home or farm, through which you or others whom you designate continue to occupy the property for life.

Gifts of Personal Property

You may wish to make a gift of personal property, such as artwork, equipment, or a vehicle. These gifts may either be sold, with the proceeds benefiting Citrus Valley Health Partners, or be used in fulfillment of our mission.

Gifts of Life Insurance

One way to make a significant future gift is by giving an existing life insurance policy to Citrus Valley Health Foundation, or purchasing a new policy and naming us as the beneficiary.

Gifts of Security

You may make a gift of publicly traded or closely held securities. Gifts of securities can result in significant tax savings for you, as well as providing meaningful support to Citrus Valley Health Partner's programs and services.

Planned Giving

Remembering Citrus Valley Health Partners in an estate plan, or through another planned gift, represents a significant and lasting contribution to our mission and the communities served by the Citrus Valley Heath Partners' healthcare system. Many planned gifts also offer immediate and long-term tax reduction advantages, as well as income payable to you or your family members. At Citrus Valley, supporters enjoy the full range of gift planning options, including charitable gift annuities and trusts. Experienced volunteers and staff are happy to explore planned giving options with you that best suit your personal objectives.

Endowment

It is a source of funds that act as a financial anchor for a non-profit organization and are held in perpetuity. Normally, a donor creates an endowment fund by asking that the funds remain intact with only the income being spent to support a specific project. The trustees of a non-profit determine a spending policy annually that provides for a percentage of the income to be spent, with the principal remaining intact.

Now, that's a legacy worth leaving.

For ways to leave your legacy, please contact Citrus Valley Health Foundation at (626) 814-2421

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