Giving

Planned Giving

Planned giving offers donors an opportunity to make a charitable gift commitment now to be realized by Hospice of the Foothills in the future.

Did you know that you can easily name Hospice of the Foothills as a beneficiary of your IRA or life insurance policy? Did you know that you can transfer ownership of securities or donate your vehicle to Hospice of the Foothills? Would you like to make arrangements to donate now yet continue to receive annuity payments during your lifetime?

Hospice of the Foothills offers a variety of charitable planned gift opportunities. Your legal and financial advisors can help you to determine the best planned gift for you. Tax implications and contractual agreements require professional expertise and we are happy to work with you and your advisors.

Helpful information when making a planned gift:

Legal Title: Hospice of the Foothills
Incorporated in: Grass Valley, CA
Tax ID number: 94-2674084
Tax Status: Exempt under section 501(c)3 of the Internal Revenue Code

To request more information or to notify us of your planned gift, please call Fund Development at 530.272.5739.

Further Details About Planned Giving Opportunities

Charitable Bequests

Naming Hospice of the Foothills in your will/living trust is a simple way to make a future donation of a specific amount or percentage of your estate. A charitable bequest may be included at the time a will is written or it may be added later by a codicil. A bequest does not affect current income and may favorably impact the estate taxes owed.

Insurance Policies

A review of insurance needs might disclose that some policies are no longer as useful as they once were. The cash value of a policy that is no longer needed may be transferred to Hospice of the Foothills. It is also possible to name Hospice of the Foothills as a beneficiary of your insurance policy, or to assign dividends to Hospice of the Foothills as current gifts.

IRA or Retirement Plans

Consider naming Hospice of the Foothills as beneficiary of your IRA account or other retirement plans. Hospice of the Foothills can be named first, second or last beneficiary for part or all of a plan.

Securities, Real Property, Personal Property

Consider donating publicly traded securities to Hospice of the Foothills. We will work with your broker who will transfer your donation of publicly traded securities into the name of Hospice of the Foothills. Please plan ahead and consult your tax/legal advisor to understand what the tax benefit/implication of this transaction is for you. To make a gift of stock to Hospice of the Foothills, contact our account broker, Northwestern Mutual Wealth Management Company at 530.470.1800 . You may also download a PDF of our stock donation form.

When making a gift of stock to Hospice of the Foothills, please notify us that a gift is being processed. The donor name is rarely included on the check from the brokerage company, and they are unable to disclose the donors identity due to confidentiality requirements.

Endowments

When you donate to one of the Hospice of the Foothills Endowment funds, your donation adds to the principal in the fund. Only realized earnings may be used by Hospice of the Foothills for the purpose identified by the endowment fund. The principal will remain whole and will continue providing Hospice of the Foothills with a source of income in future years. Your gift becomes a permanent way to support our mission serving patients and their families at the end of life.

Hospice of the Foothills has two Endowment Funds to accept your charitable donation:

• The Directors’ Endowment Fund supports the general operations of Hospice of the Foothills (minimum gift of $10,000).
  

• The Community Services Endowment Fund supports special programs that serve the whole community such as the Community Bereavement and the Transitions programs (minimum gift of $2,500). For more information about these endowments or to inquire about a special named endowment, please call 530.272.5739.
  

Charitable Gift Annuity

The Charitable Gift Annuity program is a gifting program administered by the National Hospice Foundation (NHF). In return for a charitable gift to NHF, the donor(s) receives an annual fixed payment for life. After death, the residual of the annuity is shared between the NHF and Hospice of the Foothills as designated by the donor.

The minimum investment is $10,000. For more information, please call 530.272.5739.

Disclaimer: Hospice of the Foothills is not engaged in providing legal or tax advice. For advice and assistance with planned gifts, the services of an attorney, accountant or other professional advisor should be retained.