By including Hospice East Bay in your estate plans, you support our mission for years to come. If you have already made a planned gift to Hospice East Bay, please let us know by downloading and returning this form. Here are some common ways to make a planned gift:
The most common method of giving is to make a bequest through your will. There are three types of bequests for you to consider: specific gifts, residual or “percentage of the estate” gifts, or contingent gifts.
Specific gifts are dollar amounts or tangible property which you specifically want Hospice East Bay to receive from your estate. (sample language)
Residual or percentage gifts are distributed after specific gifts to relatives or friends have been allocated. You can designate that the remainder, or a percentage of the remainder, of your estate be given to Hospice East Bay. (sample language)
Contingent gifts occur when one or more of the beneficiaries in the will are no longer alive to receive their gift from the estate. (sample language)
You can designate all or part of your retirement plan, IRA, or insurance policy to be donated to Hospice East Bay. These gifts are easy to execute and do not require changing your will. Simply name Hospice East Bay as a beneficiary of your plan or policy.
A charitable annuity is a contract between you and a third party, usually an insurance company. Purchasing an annuity contract enables you to receive a yearly income and an immediate tax deduction. At the end of the contract, Hospice East Bay receives the remainder of the annuity.
A charitable trust allows you to minimize your taxes on appreciated assets while creating a steady stream of income. With a charitable remainder trust, your designated beneficiaries receive the income, while Hospice East Bay receives the remainder. With a charitable lead trust, Hospice East Bay receives the income, while your designated beneficiaries receive the remainder.
Hospice East Bay, 3470 Buskirk Avenue, Pleasant Hill, CA 94523. Tax ID: 94-2515405
Mats Wallin, Gift Planning Manager, (925) 887-5678 ext 1006.
Downloadable form: Notification of Planned Gift.