Planned Giving

Leave a Legacy

Remembering Фͼ in your will or estate plans will provide critical, ongoing support to programs and services which serve the most vulnerable in our community.

There are many ways to structure your charitable giving depending on your personal goals and desire, your financial situation, the timing of your gifts, and other factors.

We recommend consulting your financial advisor or attorney to find the right option for you.

Name Фͼ in Your Will or Living Trust

In addition to being one of the simplest ways to distribute your estate, your will or living trust can also be a creative vehicle through which to make thoughtful gifts. The following language can be used to designate a gift to Фͼ:

“I give, devise, and bequeath to Фͼ, federal tax identification number 94-6050231, at 3180 Newberry Dr., Suite 200, San Jose, CA 95118 the sum of $_____ (or “_____ % of my estate”, or describe the real or personal property you wish to leave) to be used for its general purposes, including its senior nutrition program.”

There’s no minimum amount required. In fact, you can specify any dollar amount, leave a percentage of your estate, or designate what remains after your estate has been settled.

Make Фͼ A Beneficiary of Your Retirement Plan or Life Insurance Policy

Naming Фͼ on your retirement account or life insurance policy is a simple and powerful way to support our work without changing your will or living trust. Gifts pass directly to Фͼ without going through the probate process and go right to work to help us provide services. Your heirs also avoid having to pay income tax on your retirement plan assets (401k, IRA, etc.), which makes this one of the best assets to leave to charity.

For more information about bequests or other planned gifts, or if you have already included Фͼ in your estate plans, please contact donations@healthtrust.org or call the Development office at 408-513-8700.