Charitable Gift Planning
Giving back your own way
Charitable gift planning, in concert with your long-term financial and estate planning, offers many benefits. Your gift of any size, pooled with others, helps the Medical Center meet critical needs and changes lives.
Wills & Living Trusts
Leave a lasting legacy to your community by naming the Medical Center as a beneficiary of your will or living trust.
Life-Income Gifts
Increase your retirement income, receive a tax deduction and support vital Medical Center programs with a gift annuity or charitable remainder trust.
Gifts of Real Estate
Avoid capital gains taxes and reduce estate taxes by giving appreciated real estate. You can rid yourself of the hassles of being a landlord by donating rental property or create a new stream of income by placing an unused vacation home or other property in a trust that pays you for life.
Cashless Gifts
Preserve your cash flow and make a significant philanthropic contribution without writing a check: name the Medical Center as a beneficiary of your retirement plan or insurance policy.
Office of Gift Planning
W. Gary Ogburn, J.D., Director of Gift Planning
415-600-2410
ogburnwg@sutterhealth.org
Barbara Lowe, Senior Gift Planning Officer
415-600-2769
loweb@sutterhealth.org
Try Our Gift Calculator:
Privately calculate your rate, income and charitable tax benefits for a variety of gift options benefiting the Medical Center. Go to “Gift Calculator” on our gift annuity or charitable remainder trust pages.
Review sample bequest language.
Read about our Legacy supporters.
Notify us of your bequest.
