Gift and Estate Planning: Create a Legacy of Caring

Charitable gift planning, in concert with your long-term financial and estate planning, offers many benefits and helps us carry out our mission.

Click here for stories about those who have been helped.

If you would like to learn about our Legacy Society, or want to discuss any aspect of gift planning, please call 510.450.5800 or click here.

Bequests: A gift you make after your lifetime

One of the easiest ways you can leave a lasting legacy is by including a gift to Sutter Care at Home in your will. Click here to see sample bequest language.

Life-Income Gifts

Increase your retirement income, receive a tax deduction, and support our mission of service and compassion by creating a gift annuity or charitable trust.

Retirement Plan Assets

Preserve your cash flow, avoid double-taxing your heirs, and make a significant gift without writing a check. Click here for more information about charitable IRA Rollover opportunities.

Gifts of Real Estate

Avoid capital gains taxes and reduce estate taxes by giving appreciated real estate. Rid yourself of the responsibilities of being a landlord by donating rental property. Create a new stream of income by placing an unused vacation home or other property in a trust that pays you for life.

Let Us Know About Your Planned Gift

We hope you'll tell us when you have named Sutter Care at Home in your will, trust, retirement plan, or insurance policy. We thank you for your generosity and thoughtfulness.