Healthcare Foundation -- Northern Sonoma County

Serving the communities of Windsor, Healdsburg, Geyserville, & Cloverdale

Planned Giving

Planned Giving: Plan Now and Create a Healthier Future

By making a gift through your estate to Healthcare Foundation Northern Sonoma County, you can improve the health of our community and achieve your financial goals at the same time. A bequest to the Healthcare Foundation often decreases your estate's tax bill. A life income gift generates immediate tax savings and annual income for you.

Our planned giving team can help you explore these and many other creative ways of giving.

Assets You Can Give

Appreciated Securities 

The IRS allows you one of its most significant tax breaks for gifts of appreciated securities.

Business Interests 

Give the Foundation an interest in a closely-held or family business.

Cash

Maximize your charitable deduction and deliver immediate benefits to the Foundation.

Life Insurance 

Use an unneeded policy to make a donation.

Real Estate 

Make a substantial gift to the Foundation through a transfer of residential, commercial, or undeveloped real estate.

Retirement Plans - Estate 

The balance of your retirement plan may be worth more when donated to the Foundation than to your heirs.

Retirement Plans - Lifetime 

You may qualify for a new incentive encouraging lifetime gifts from IRAs.

For more information contact us at (707) 473-0583 or email: dmason@healthcarefoundation.net.

Online Donation

  • You, too, can help build a foundation of support for healthcare throughout northern Sonoma County.

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