Donate to our Holiday Giving Campaign Donate The Health Trust WHO WE ARE OUR FOCUS OUR ROLES PARTNER WITH US DONATE Planned Giving Leave a Legacy Remembering The Health Trust in your will or estate plans will provide critical, ongoing support to programs and services which serve the most vulnerable in our community. There are many ways to structure your charitable giving depending on your personal goals and desire, your financial situation, the timing of your gifts, and other factors. We recommend consulting your financial advisor or attorney to find the right option for you. Name The Health Trust in Your Will or Living Trust In addition to being one of the simplest ways to distribute your estate, your will or living trust can also be a creative vehicle through which to make thoughtful gifts. The following language can be used to designate a gift to The Health Trust: “I hereby give to The Health Trust, a California not-for-profit corporation (Tax ID # 94-6050231), $_______ or _____% of my estate or ____% of the residue of my estate and/or the following described property: (description of property or portion of estate bequeathed to The Health Trust).” There’s no minimum amount required. In fact, you can specify any dollar amount, leave a percentage of your estate, or designate what remains after your estate has been settled. Make The Health Trust A Beneficiary of Your Retirement Plan or Life Insurance Policy Naming The Health Trust on your retirement account or life insurance policy is a simple and powerful way to support our work without changing your will or living trust. Gifts pass directly to The Health Trust without going through the probate process and go right to work to help us provide services. Your heirs also avoid having to pay income tax on your retirement plan assets (401k, IRA, etc.), which makes this one of the best assets to leave to charity. For more information about bequests or other planned gifts, or if you have already included The Health Trust in your estate plans, please contact donations@healthtrust.org or call the Development office at 408-513-8700. 3180 Newberry Dr., Suite 200 San Jose, CA 95118 View Map (T): 408.513.8700 (F): 408.448.4055 info@healthtrust.org Get Our Latest Updates Contact Us Careers Privacy Policy © 2021 The Health Trust. All Rights Reserved. Website by gilmoreit.com