Leave a Legacy
Be a part of our Legacy Circle where we honor and recognize individuals who have included La Clínica in their estate plans. There are a variety of ways to make a lasting contribution to ensure that health care is provided to those most in need. Below is a summary of the ways you can make a financial commitment from your estate plans.
- Bequests: Make a gift to support our future work by including La Clínica in your will or living trust which offers an estate tax charitable deduction. These gifts can provide a critical base of reliable support for our programs.
- Retirement Plan Assets: Use your tax deferred retirement plan to continue caring for our diverse communities.
- Stock Gifts: There are many advantages to stock and securities gifts including avoiding capital gains tax when you give long-term appreciated securities to La Clínica, receiving a charitable income tax deduction equal to the fair market value of the stock if it has been held for more than a year, and allowing La Clínica to receive the full fair market value of the donated securities.
Call Vanessa Tan at (510) 535-2912 with questions on stock gifts.
- Charitable Trusts: Explore ways a life income gift can pay income to you or your chosen beneficiary for a term of years or for life and also provide future support for our programs.
- Life Insurance: Naming La Clínica in a life insurance policy that is no longer needed for family support or liquidity may be an excellent vehicle for a gift. Consult your tax advisor to see if this type of planning makes sense for you and your loved ones.
If you have questions or would like more information, please contact:
Vanessa Tan, Fund Administrator
at (510) 535-2912 or