Join our Legacy Circle and make a difference through a planned charitable gift. When you make provisions for Hospice of Santa Cruz County in your planned giving, you may realize significant charitable tax deductions and other benefits. More importantly, you are helping to bring dignity and comfort to individuals and families when compassionate care is needed most.
Watch Margaret’s Story and learn more about why she become a Legacy Circle Member:
With a planned gift, you can:
Make a larger charitable gift than you thought possible
Reduce your income tax and avoid capital gains taxes
Provide inheritances for your heirs at a lower tax cost
Diversify your investment portfolio
Increase income and effective rate of return
Leave your legacy without giving up assets
Make a lasting impact in the community
Simply complete this form to join our Legacy Circle today! If you have already included Hospice of Santa Cruz County in your plans, please let us know so we can thank you in person!
I give, devise, and bequeath to Hospice of Santa Cruz County, a not-for-profit organization located in Scotts Valley, CA, _______ percent (%) of the rest, residue, and remainder of my estate to be used as an unrestricted gift to be used at its discretion (Tax ID: 94-2497618).
Easy Ways to Leave Your Legacy
There are many ways to make a Legacy gift. Here are a few simple options – small changes that can make a significant difference. Call Diane Syrcle to talk about your legacy (831) 430-3033.
Retirement Accounts: Hospice of Santa Cruz County can be designated as a primary or secondary beneficiary of all or part of your retirement account (IRA, 401(k), or 403(b) account). The forms are easy to change and the gifts are completely exempt from inheritance or income taxes, and they avoid probate.
Life Insurance Policies & Annuities: A simple change in beneficiary can direct your life insurance policy or other annuities to us. These gifts are also exempt from inheritance tax, income tax, and probate.
“In Trust” Accounts: Any bank account or stock account in your name can be set up “In trust for Hospice of Santa Cruz County.” You retain exclusive control of the account during your lifetime. Upon your death, the account passes to Hospice without probate or tax.
Bequests: Through a Bequest, you can make a provision for Hospice of Santa Cruz County in your Will or Living Trust for a specific dollar amount, specific asset or a percentage of your estate.
Gifts That Generate Income for Life: You may choose to create a charitable gift annuity and receive fixed payments for life in return for your contribution.
What counts in life is not the mere fact that we have lived. It is what difference we have made to the lives of others that will determine the significance of the life we lead.