Be a part of our Legacy Circle where we honor and recognize individuals who have included La Clínica in their estate plans. There are a variety of ways to make a lasting contribution to ensure that health care is provided to those most in need. Below is a summary of the ways you can make a financial commitment from your estate plans.
Make a gift to support our future work by including La Clínica in your will or living trust which offers an estate tax charitable deduction. These gifts can provide a critical base of reliable support for our programs.
Retirement Plan Assets
Use your tax deferred retirement plan to continue caring for our diverse communities.
There are many advantages to stock and securities gifts including avoiding capital gains tax when you give long-term appreciated securities to La Clínica, receiving a charitable income tax deduction equal to the fair market value of the stock if it has been held for more than a year, and allowing La Clínica to receive the full fair market value of the donated securities. Call Vanessa Tan at (510) 535-2912 with questions on stock gifts.
Explore ways a life income gift can pay income to you or your chosen beneficiary for a term of years or for life and also provide future support for our programs.
Naming La Clínica in a life insurance policy that is no longer needed for family support or liquidity may be an excellent vehicle for a gift. Consult your tax advisor to see if this type of planning makes sense for you and your loved ones.
If you have questions or would like more information, please contact: Vanessa Tan, Fund Administrator at (510) 535-2912 or firstname.lastname@example.org.