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Planned Giving

A planned gift allows you to combine your philanthropic goals with your financial needs. Planned giving is a means of integrating your charitable giving with your overall financial, tax and estate planning objectives. Planned gifts usually come from a donor's assets rather than income. It is advisable to work with your estate advisors when making a planned gift.

Bequests

A bequest is a lifetime gift made through a will or beneficiary designation on a life insurance policy, investment or retirement account policy. When establishing your will, please consider bequesting to Sonora Regional Medical Center to help us to continue the very best health care services for the residents of our community. It will be a wonderful way to express your values while having a significant effect on the lives of others.

Life Income Gifts

Life income gifts enable you to make a gift while still receiving income for you, your spouse or another loved one for life. Life income gifts are an excellent method for maintaining your financial security while at the same time supporting your philanthropic goals.

Charitable Gift Annuity

A charitable gift annuity is an agreement between you, the donor, and Sonora Regional Medical Center in which you transfer cash or appreciated assets to the organization and in return receive income for as long as you live. It is a wonderful way for you to make a significant contribution and receive tremendous tax savings while maintaining lifetime income.

Charitable Remainder Trust

A charitable remainder trust is a method of making a significant gift while allowing the donor the flexibility to design the trust that meets their own particular needs. There are two types of charitable remainder trusts: unitrusts and annuity trusts. Each offers different advantages, and donors should consult their personal financial advisor to choose the one that is right for them. This is another great way to leave a lifetime legacy gift.

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