CHRISTUS Santa Rosa Friends Foundation | Planned Giving
767
page-template,page-template-full_width,page-template-full_width-php,page,page-id-767,give-recurring,qode-quick-links-1.0,ajax_fade,page_not_loaded,,qode-title-hidden,side_area_uncovered_from_content,vss_responsive_adv,footer_responsive_adv,qode-child-theme-ver-1.0.0,qode-theme-ver-11.2,qode-theme-bridge,wpb-js-composer js-comp-ver-5.2.1,vc_responsive

Planned Giving

Ensure your life’s work carries on a cause that’s close to your heart. Make a planned gift to the Friends of CHRISTUS Santa Rosa Foundation.

Legacy planning is one of the smartest, most effective ways to:

  • Retain control of your wealth during your lifetime
  • Strengthen charities that best reflect your values
  • Limit potential federal estate taxes
  • And secure your family’s well-being

If you have any questions about legacy giving or have already designated a gift to the Friends of CHRISTUS Santa Rosa Foundation in your will, please email us at FriendsFoundation@ChristusHealth.org

Common Types Of Legacy Gifts

Charitable Bequest

A charitable bequest is a gift through your will or living trust. The process is straightforward and revocable, should your circumstances or intentions change. To dedicate a bequest to the Friends of CHRISTUS Santa Rosa Foundation, please share the following sample language with your attorney:

I give to Friends of Santa Rosa Foundation, dba Friends of CHRISTUS Santa Rosa Foundation, [specific dollar amount] for its unrestricted use and purpose.

Beneficiary Designation

You can also name the Friends of CHRISTUS Santa Rosa Foundation as the beneficiary of a retirement plan or life insurance policy, a choice that may bring considerable tax benefits. The process is often as simple as completing a form from your plan administrator or policy underwriter. Like the charitable bequest, this decision can be revoked during your lifetime.

Helpful Information for Your Estate Advisor

If you are considering including the Friends of CHRISTUS Santa Rosa Foundation in your estate plans, your advisor may find this information helpful:

Our legal name:
Friends of Santa Rosa Foundation, dba, Friends of CHRISTUS Santa Rosa Foundation
100 NE Loop 410, Suite 706,
San Antonio, TX 78216
Tax ID number: 74-2723391
Incorporated in: San Antonio Texas

If you or your advisor have any questions, please email FriendsFoundation@ChristusHealth.org.