Life Income Gifts

Creating a Legacy Gift requires careful planning that takes into account your personal and family needs first. We have expert outside counsel available at no cost to you that can help you answer these questions:

  • Do I have enough to live on for the rest of my life?
  • What is the appropriate amount to leave to my heirs, and what is the best method for leaving them an inheritance given their individual needs and abilities?
  • Are there ways that I can redirect tax dollars to local charity?

Retirement Assets – Designating part of an IRA, 401(k), 403(b) or Tax Deferred Annuity can be a very cost effective way to remember Adventist Health Sonora in you estate plan. These assets have an unavoidable Income Tax liability that your heirs must pay when they receive them, either as an outright gift or as income over time. However, they can be transferred to charity upon death with no tax; the charity will be able to make full use of your hard earned money.

To receive confidential, unbiased consultation on any of these Legacy Giving Options please contact the Foundation office at (209) 536-5029.

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