Gift Planning
Planned Giving Legacy Society
Whether you make a general gift, tribute gift or planned gift, your donation is greatly appreciated and helps Community Memorial Hospital continue its mission of providing accessible, high-quality healthcare to our community. Donors who leave Community Memorial Foundation in their estate plans become part of our Legacy Society and enjoy certain benefits such as exclusive invitations to special events, access to Foundation staff and Community Memorial Leadership, and recognition during their lifetime.
Leaving a Legacy for Generations to Come
Securities
Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to Community Memorial Foundation. Benefits of gifts of stocks and bonds include avoiding paying capital gains tax on the sale of appreciated stock, receiving a charitable income tax deduction, and helping to further our mission of supporting Community Memorial Hospital – Ventura and its greatest needs in a real way.
Real Estate
Donating appreciated real estate, such as a home, vacation property, undeveloped land, farmland, ranch or commercial property can make a great gift to Community Memorial Foundation. Your real estate property may be given to Community Memorial Foundation by executing or signing a deed transferring ownership. You may deed part or all of your real estate property to Community Memorial Foundation.
Gifts by Bequest
A charitable bequest is one of the easiest and most flexible ways that you can leave a gift to Community Memorial Foundation that will make a lasting impact. With the help of an attorney, you can include language in your will or trust specifying a gift to be made to Community Memorial Foundation as part of your estate plan. Benefits of a bequest include receiving an estate tax charitable deduction, reducing the burden of taxes on your family, and leaving a lasting legacy to Community Memorial Foundation.
Charitable Remainder Unitrust
You may be concerned about the high cost of capital gains tax with the sale of an appreciated asset. Perhaps you recently sold property and are looking for a way to save on taxes this year and plan for retirement. A charitable remainder unitrust might offer the solutions you need!
Charitable Gift Annuities
You may be tired of living at the mercy of the fluctuating stock and real estate markets. A charitable gift annuity is a gift made to our organization that can provide you with a secure source of fixed payments for life. Benefits of a charitable gift annuity include receiving fixed payments to you or another annuitant you designate for life, receiving a charitable income tax deduction for the charitable gift portion of the annuity, and benefitting from payments that may be partially tax-free.
Charitable Lead Trust for Family
If you are looking for a way to pass on some of your assets to your family while reducing or eliminating gift or estate taxes, a charitable lead trust is an excellent option. Benefits include receiving a gift or estate tax charitable deduction, passing inheritance on to family at a reduced or zero cost, and establishing a vehicle from which you can make annual gifts to Community Memorial Foundation.
Life Estate Agreements
If you desire to leave your home or property to Community Memorial Foundation at your passing and would also like to receive a current charitable income tax deduction, a life estate agreement might offer the solution you need!
Life Insurance
Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to Community Memorial Foundation. Benefits of gifts of stocks and bonds include avoiding paying capital gains tax on the sale of appreciated stock, receiving a charitable income tax deduction and helping to further our mission of supporting Community Memorial Hospital – Ventura now, and into the future.
Memorial or Tribute Gifts
Any donation made to Community Memorial Foundation can be made In Honor of or In Memory of someone.
Gifts In-Kind
If you wish to make a non-cash charitable contribution of goods or services, please contact the Foundation staff and we would be happy to discuss your donation.
Contact Us — We are Here to Help!
Our knowledgeable Foundation team is available to answer questions to help you navigate the many different avenues of making planned or estate gifts.
To speak with someone about planned giving or stock transfers, please call Community Memorial Foundation at 805-948-2881 for a no obligation consultation, or email us.
