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Support for La Clínica and the direction the professional advisor community provides for donors, strengthens the future of La Clínica. We welcome referrals of prospective donors. Your help enables us to be a strong advocate for the community.

Working with La Clínica de La Raza
Estate planners, financial consultants, and other professional advisors are often asked to suggest the best vehicles for charitable giving. La Clínica de La Raza offers you and your clients several distinct reasons why you should plan with us:

1. Simplicity. Charitable giving with La Clínica de La Raza can be easy to set up.
2. Tax benefits. We offer federal and state tax benefits.
3. Flexibility. We accept a wide variety of gifts-including cash, stock, and real estate.
4. Community impact. We are deeply involved with the needs of the community and can direct gift dollars to high-impact areas.
5. Stability. La Clínica de La Raza has been a trustworthy steward of charitable gifts since 1971.

Planned Giving - Growing A Legacy
Aside from a direct gift from a living trust or a will, or the designation of La Clínica de La Raza as the beneficiary of a life insurance policy, the most common types of planned gifts are:

1. Charitable Remainder Trusts pay a fixed or variable amount to named individuals beneficiaries and then are distributed to named charities. Donors can increase their current income, avoid capital gains on an appreciated property, and receive an income tax deduction.
2. Charitable Lead Trusts pay a fixed or variable amount to La Clínica de La Raza for a designated number of years, and then the principal is paid to the donor or any other non-charitable beneficiary.

Four Reasons To Partner With La Clínica de La Raza

1. We work with you.
   You stay in control of your client relationships; we're here to help serve your clients' charitable giving needs.
2. We partner with you.
   We partner with you. We provide support, information, and expertise around charitable giving options.
3. We help you build stronger relationships.
   Your clients appreciate the charitable impact and tax advantages you help them achieve by working with us.
4. We help you connect across generations.
   When you help families establish a giving portfolio with us, you begin an ongoing process of involvement with current and future generations.

To discuss donor opportunities, contact Julie Rickert, Director of Development, 510-535-2911.