Wills & Living Trusts

Start with a well-planned foundation

Everyone should have an up-to-date will drafted by a lawyer. Also, consider a living trust to help you avoid probate (a court-supervised process), distribute assets quickly and maintain privacy. These documents ensure your wishes for:

• Loved ones and charitable interests


• Distributing assets as you choose


• Designating an executor or trustee


• Appointing a guardian for dependents

Bequest Language for CPMC Foundation

We thank you if you are considering a charitable bequest for CPMC's long-term future. Please ask your lawyer to use the Foundation's suggested language to implement your bequest.

Information for Your Lawyer
California Pacific Medical Center Foundation
2015 Steiner Street
San Francisco, CA 94115
Tax ID: 94-2728423

Your Objectives

As you plan to meet your personal, financial and charitable goals, choose among varied options and benefits:

• Leave a legacy gift as a tribute to or in honor of someone


• Designate a department, program or service


• Make a bequest for a fixed amount, a percentage or the residue


• Reduce your estate tax (current top rate is 47 percent)


• Consider endowment and naming opportunities for exceptional gifts.

Free Will Information Kit

Start planning with basic steps and avoid the most common problems. Request your Will Information Kit (without obligation) or call 415-600-2114. Ask us to include brochures on gift tools of particular interest to you. Our starter kit contains:

• Brochures on wills, living trusts and estate planning


• Referrals of professional advisors


• Booklet to maintain records


• Request form for other free guides


• Bequest language for CPMC


• Information on our Legacy Society

Personal Assistance

W. Gary Ogburn, J.D., Director of Gift Planning
415-600-2410
ogburnwg@sutterhealth.org