Leave a Lasting Legacy

We all have a desire to build something that will last beyond our time.
 
Building and growing an exceptional healthcare system for future generations can be a part of your legacy. With your commitment today, the future of healthcare in our community will be ensured for tomorrow and years to come.
 
Through estate planning, you have the power to make this community healthier and stronger, helping generations of Central Valley families.
 
Leon S. Peters quote
 

Bequests 

We can work with you to include language in your will or trust to designate “Community Medical Foundation” as a beneficiary. There are several ways to do this:
 
  • A dollar amount
  • A specific asset
  • A percentage of your estate
  • The remainder of your estate
  

Retirement Plans & Insurance Policies 

Donating your retirement assets, like a 401(k) or IRA, is an excellent strategy for fulfilling your charitable goals. Retirement assets left to family are often significantly depleted through estate and income taxes. By designating “Community Medical Foundation” as the beneficiary:
 

  • The full value of the gift is transferred to the hospitals tax free

  • Your estate receives a charitable deduction  


Gifting a life insurance policy can also greatly reduce your taxable estate while creating a lasting legacy in your community. We’re available to answer your questions and work hand-in-hand with you to customize a plan to fit your needs.

Ready to start building your legacy? Please fill out the form below or contact us at foundation@communitymedical.org or (559) 724-4343.