Planned Giving
By including Hospice East Bay in your estate plans, you support our mission for years to come. Planned gifts play a critical role in funding many of our unique programs, including Bruns House, caregiver relief, vigil volunteers and grief support for the entire community.
Common Ways to Make a Planned Gift
The most common method of planned 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
“I give, devise and bequeath to Hospice East Bay, a nonprofit corporation of the State of California, tax ID #94-2515405, located at 3470 Buskirk Avenue, Pleasant Hill, CA 94523, …(choose one of the following):
a) …the sum of $___________.”
b) …__________ shares of stock in ________________Company.”
c) …my real property commonly known as _________________.”
Residual or percentage gifts are distributed after specific gifts (to relatives or friends for example) have been allocated. You can designate that the remainder of your estate, or a percentage of the remainder, be given to Hospice East Bay.
Sample language
“I give, devise and bequeath to Hospice East Bay, a nonprofit corporation of the State of California, Tax ID 94-2515405, located at 3470 Buskirk Avenue, Pleasant Hill, CA 94523, all the residue of my estate.” Or … “__% of my estate.”
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
“In the event of the death of any of the beneficiaries, I give, devise and bequeath to Hospice East Bay, a nonprofit corporation of the State of California, Tax ID 94-2515204, located at 3470 Buskirk Avenue, Pleasant Hill, CA, 94523, (then specific or residual language as above).”
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.
Key Information for Donors
Address: Hospice East Bay, 3470 Buskirk Avenue, Pleasant Hill, CA 94523.
Contact: Mats Wallin, VP for Fund Development, (925) 887-5678 ext 1006.
Downloadable form: Notification of Planned Gift.
Tax ID: 94-2515405
