Planned Giving

Are you interested in positively impacting the health and well-being of the our community for years to come? Consider leaving a legacy gift to the Sierra View Foundation in your estate plan. Planned giving opportunities are a great way to help ensure the future of Sierra View Medical Center while allowing you to continue reaping the financial benefits of investment returns and tax breaks.

Important: This information is for demonstrational purposes only and should not be misconstrued as financial guidance or advice. When considering a planned gift to the Sierra View Foundation or any non-profit entity, it's extremely important to consult your attorney and/or financial advisor for more information.

How to give back to the Sierra View Foundation

  • Stocks, Bonds, and Appreciated Assets: The benefits of donating these assets are two-fold. You will receive a charitable deduction for the entire current market value and avoid any capital gains tax on the appreciation.

  • Wills & Living Trusts: Even modest estate plans can be highly beneficial to non-profit organizations such as the Sierra View Foundation. Leaving a portion of your estate to such organizations can also result in considerable estate tax savings.

  • Retirement Plans: Leaving all or part of a retirement savings plan (e.g., 401(k), IRA, pension) to your heirs is an incredibly wonderful gift, but the tax rate associated with this kind of gift is very high. To neutralize or eliminate these taxes, consider giving all or a portion of your retirement plan to a non-profit organization such as the Sierra View Foundation.

  • Brokerage and Bank Accounts: Assets held in standard bank and brokerage accounts as well as certificates of deposit can also be left to the Sierra View Foundation.

  • Life Insurance: Another way to benefit while helping the Sierra View Foundation is through the gift of a life insurance policy, that you no longer need. By donating these policies, you can receive an income tax deduction for the cost of the policy or its replacement value.

  • Real Estate: Gifts of real estate can also prove beneficial for the Sierra View Foundation while ridding its owner of unwanted taxes and property management-related difficulties. Individuals with vacation homes, undeveloped land, personal residences, or other real estate holdings can leave these properties as an estate gift. Gifts such as these can result in immediate income tax savings as well as estate tax savings down the road.

  • Future Interest: Interested in leaving a gift of real estate to the Sierra View Foundation but not ready to part with that piece of property just yet? You can still donate your home or farm while living and maintaining the property, and still receive a major tax break.

  • Gift Annuities: If you find yourself fearing for the short-term future of your investments (i.e., volatile stock market, plummeting interest rates, etc.) then a charitable gift annuity may be for you. In exchange for a gift of securities or cash to the Sierra View Foundation, we will agree to pay you, or a secondary beneficiary, a fixed income amount for life. Upon the death of the last beneficiary on the annuity, the remaining funds will be used by the Sierra View Foundation to support the hospital.

  • Charitable Remainder Trusts (CRT): By setting up a charitable remainder trust (CRT), all income from assets sold will go into a tax-free trust. This income can then support your family - tax-free - for the life of the trust. Once that trust ends, the remaining funds would benefit the Sierra ViewFoundation.

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