MORE WAYS TO GIVE
Transfer of Securities
The transfer of appreciated securities provides support to the Clinic and can provide tax advantages to the donor. Please contact the Clinic’s Treasurer John Hallet at Jhallett@Well.com or the Clinic’s advisor at Wells Fargo James Diepenbrock at James.Diepenbrock@WFAdvisors.com (916-491-6391).
Beneficiary Designations
(Life Insurance or Retirement Accounts)
Designate the Clinic as a beneficiary of your 401K, IRA, SEP or Life Insurance Policy. The Clinic can be named as a beneficiary of a percentage of the account or policy.
Donor Advised Funds
Designate the Clinic as one of the charities of an existing DAF or open a DAF with a financial institution such as Fidelity, BNY Melon, or First Republic. The Clinic can be listed as one of the charitable beneficiaries of the DAF. A gift to a DAF provides an immediate tax deduction, subject to certain limits based on adjusted gross income. Tax ID #20-5969389.
Legacy Gifts
A gift to the Clinic can be made through your estate planning documents. Your Will or Living Trust can designate the Clinic as a specific beneficiary (by bequeathing a specific asset or amount) or as a residuary beneficiary. Click here to view examples of clauses to include in your Will or Trust.
Contact
If you wish to be contacted or would like further information on the different ways to give, please complete the form below.