Creating a Family Legacy
For those who desire to leave a legacy that lasts beyond a lifetime, St. Bernardine Medical Center Foundation can work with you to explore potential estate and planned gifts that will preserve your wishes, protect your family from unnecessary taxes, and create a meaningful gift.
The most simple is a bequest articulated in your personal will or trust. For sample bequest language, please refer to our financial and gift planning guide. You may also want to include creative estate and planned giving options, such as life estate agreements, charitable lead trusts, securities, charitable gift annuities, life insurance, or charitable unitrusts to name a few.
Read how Joe & Maria Smith were able to leave a legacy and provide for their family.
St. Bernardine Medical Center is thankful to the many families who have already entrusted us to carry their legacy forward for the next generation. Our Foundation staff are trained to answer your questions and help you review the options that best meet your goals, objectives, and family legacy plans. Several people have already taken advantage of these types of planning vehicles and have been able to assure financial security for themselves, their families, and their favorite charity.
All information is provided without cost or obligation, and any communication is treated in strict confidence.
For more information, please contact the Foundation or call us at 909.881.4516.
