Planned Giving
Securing your legacy through flexible, tax-smart giving options that meet your philanthropic goals
Wills & Bequests
MOST POPULAR
A bequest is a simple and flexible way to leave a future gift to AltaMed through your will or trust. You can designate a specific amount, a percentage of your estate, or the remaining balance after other obligations are met, while retaining full use and control of your assets during your lifetime. Bequests may also reduce estate taxes, allowing you to care for your family while leaving a lasting legacy of health and equity.
Retirement Plans
TAX-EFFICIENT
Designating AltaMed Foundation as the beneficiary of a retirement account, such as an IRA, 401(k), or 403(b), is one of the most tax-efficient ways to give. Retirement assets left to individuals can be heavily taxed, while gifts to charity pass tax-free. You may continue using your retirement funds during your lifetime, while ensuring that the remainder supports AltaMed's mission and reduces the tax burden on your loved ones.
Life Insurance
INCOME BENEFIT
A life insurance gift allows you to transform an existing policy into a meaningful legacy for community health. By naming AltaMed Foundation as beneficiary, or transferring ownership of a policy, you may receive immediate tax benefits, eliminate future premium payments, and remove the policy's value from your taxable estate. Your gift ensures that the full value of the policy is directed toward expanding access to care and supporting AltaMed's mission for years to come.
Charitable Gift Annuity
LIFETIME INCOME
A charitable gift annuity allows you to make a gift to AltaMed while receiving fixed payments for life. In exchange for a contribution of cash or appreciated property, AltaMed provides guaranteed income, often with a portion that may be tax-free, along with an immediate charitable tax deduction. At the end of the annuity, the remaining value supports AltaMed's programs and long-term impact.
Charitable Remainder Trust
CAPITAL GAINS RELIEF
A charitable remainder trust lets you convert appreciated assets into a source of income while avoiding immediate capital gains tax. You transfer cash or property to a trust, receive income for life or a set term, and claim a charitable deduction based on the future gift to AltaMed. When the trust ends, the remaining assets support AltaMed's mission, making this a powerful option for donors seeking income, tax benefits, and legacy impact.
Charitable Lead Trust
FAMILY LEGACY
A charitable lead trust enables you to support AltaMed now while preserving assets for your heirs later. Assets placed in the trust provide income to AltaMed for a defined period, after which the remaining value passes to your family, often with reduced gift or estate taxes. This option is ideal for donors who want to prioritize immediate community impact while planning thoughtfully for future generations.
Bargain Sale
REAL ESTATE
A bargain sale allows you to sell property to AltaMed for less than its fair market value, receiving cash or debt relief while also making a charitable gift. You may claim a tax deduction for the gifted portion and reduce capital gains tax on the sale. This approach helps donors unlock the value of real estate or other assets while advancing AltaMed's mission today.
Start a Bequest
Planning for the future and creating the legacy you wish to leave is one of the most effective ways to ensure a lasting impact. Making a gift in your will or living trust, known as a bequest, can guarantee that your legacy endures. Your gift may be a specific dollar amount, a percentage of your estate or the remainder after all other provisions are specified.
Thank you for considering your planned giving options, tax benefits, and how to get started.
For a personalized conversation with no obligation, please contact Giving@AltaMed.org.