Leaving a Legacy

Charitable Estate Planning has many advantages beyond the personal satisfaction of enhancing St. Helena Hospital for future generations. Gifts of bequests, life income gifts, wills, and living trusts provide not only tax savings for you and your heirs, but allows for the opportunity to extend your investment beyond its worth today.

Why consider putting together a plan?

  • Begins with the needs of you and your family
  • The goal is wealth transfer based on your values
  • Creates a personal plan
  • Protects family assets
  • Creates greater wealth for families and nonprofits
  • May offer a gift greater than you ever imagined

Gifts at Work

A thoughtful gift to St. Helena Hospital benefits you and your family’s financial goals while also providing vital support for new technologies, enhanced patient care, and cutting-edge services. Every type of gift is important in creating sustainability today and for the future of St. Helena Hospital. Unlike cash donations, estate gifts typically require assistance from a professional advisor as they involve gifts of personal assets rather than disposable income. The St. Helena Hospital Foundation provides a credentialed consulting service to those who need professional guidance, and it is completely complimentary. The details of these meeting are kept confidential between you and the consultant. Their role is to help you navigate the best plan, yet with a simple approach—to match your values and personal goals with the best charitable plan for your investments and retirement funds. Request a Planned Giving Consultation >>

Giving Opportunities

Please consider the following opportunities when making gifts or mapping out estate plans. Learn how each option has its own unique benefit...

  • Bequests
  • Charitable Gift Annuities
  • Charitable Lead Trust
  • Charitable Remainder Trust
  • Life Insurance
  • Memorial Gifts
  • Real Estate
  • Retirement Assets
  • Securities

News and Articles

Read "A Legacy for the Future" brochure (pdf) and stay tuned for new articles about ways to support St. Helena Hospital through Charitable Estate Planning.

Article - My New Year's Resolution: A Well Thought-Out Estate Plan (pdf)

The Legacy Circle

Established in 1995, The Legacy Circle recognizes those who have included St. Helena Hospital Foundation in their estate plans or who have made provisions for an irrevocable life income gift.
Learn more >>  

“We are paying it forward to benefit generations to come -
we couldn't be happier about this decision.”

-Diane Livingston, Foundation Board, Legacy Circle Chair

Contact Us

If you have any questions, please call 707.963.6208 or shhfoundation@ah.org.

St. Helena Hospital Foundation is classified as a 501(c)(3) organization, Tax I.D. #20-1384250  |  © 2013 - 2017 St. Helena Hospital Foundation