Legacy Giving Options
Charitable estate planning can be financially beneficial for families and individuals of various ages and income levels. Find out what planning a Legacy Gift to John Muir Health can do for you and your loved ones—now and in the future. To explore creative ways to give, check out our Planned Giving List and your own Personal Gift Planning Quick Guide.
There are three primary categories of giving available for you to explore:
Gifts That Pay You Income
- Charitable Gift Annuity
- Pooled Income Fund
- Charitable Remainder Trust
Gifts That Take Effect After Your Lifetime
- Bequest
- Retained Life Estate
- Life Insurance
- Charitable Beneficiary Designations
- Wills
- Revocable Living Trust
Gifts Available for use by John Muir Health Today
- IRA Gifts
- Charitable Giving and The SECURE 2.0 Act
- Real Estate
- Charitable Lead Trust
- Gifts of Appreciated Stock
- Donor-Advised Funds
The Office of Legacy Giving is available to provide you with customized calculations of various Legacy Giving options. Please contact the Office of Legacy Giving at (925) 947-4449 or foundation@johnmuirhealth.com.
Create Your Family Mission Statement
Philanthropy is values-based and most often passed down in families from generation to generation. Creating a family mission statement helps build shared vision, values, goals and purposes. Print our Family Mission Statement Workbook to guide you through the creation of your very own Family Mission Statement.
FreeWill
Nearly 70% of Americans don't have an up-to-date estate plan. We've partnered with FreeWill to make estate planning—and legacy giving—as simple as possible for our community. Using their online, self-help tool, you can create a legal will at no personal cost, and easily designate a portion of your estate to support John Muir Health. Click here to get started.
Legacy Publications
2022 Summer Legacy Newsletter – The Gift of a Lifetime