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.
