Gifts from Retirement Plans

A simple and tax-wise way to support us

By naming CPMC Foundation as a beneficiary of your retirement plan, you:

• Reduce income and estate taxes
• Leave more assets for heirs
• Deepen your legacy by helping others

A Cashless Gift

Under current tax laws, when retirement plan assets are transferred to a spouse or children, as much as 75 percent of the plan assets can be lost to income and estate taxes. Many of our supporters choose to name the Foundation, which is tax-exempt, to receive some or all of the assets in their retirement plan, and leave other assets to family and loved ones.

How to Participate

Please designate your gift to:
California Pacific Medical Center Foundation
Tax ID: #94-2728423
PO Box 7999
San Francisco, CA 94120-7999

If you have a 401(k) or 403(b) plan, simply advise the plan administrator of your wish and sign the forms that your company’s plan provides. For IRA or Keogh plans, notify the custodian in writing and keep a copy with your other valuable records.

Personal Assistance

Barbara Lowe, Senior Gift Planning Officer
415-600-2769 loweb@sutterhealth.org