Create A
Legacy
Make a Big Impact with a Future Gift
Join us in shaping what comes next.
Every day, we see the difference that comprehensive health care makes in our patients’ lives. By including Venice Family Clinic in your retirement and estate plans, you’ll help us ensure that we can continue to care for the people who need it most long into the future.
Your planned gift strengthens our ability to grow, adapt, and meet emerging needs across our community. It gives us the confidence to invest in the future and the flexibility to stand strong when disaster strikes.
At the same time, planned giving can help you achieve your own financial goals, with options that may reduce taxes, generate income, avoid capital gains, and benefit your family and loved ones.
Together, we can create a future where all people receive the care they need, when they need it.
Learn more in our Legacy Giving Brochure.
Make a Bequest
It’s simple to name Venice Family Clinic in your will or living trust. Download bequest language that you can share with your estate planning attorney to assist them in drafting a will, trust or other estate planning document. If you already have a will or trust, please consider adding a codicil or trust amendment that adds a bequest to Venice Family Clinic.
There are Many Ways to Fund Your Legacy
Depending on your financial and personal goals, we can help you find ways to make the most of your money during your lifetime while making a significant difference in the world after you are gone. For example, a charitable gift annuity and/or charitable remainder trust not only helps protect your assets during your lifetime but also provides you with income for life.
Here are some ways that you can support the Clinic through planning vehicles. Through our affiliation with UCLA, you have the option of having your gift managed through the UCLA Foundation.
Gifts you can make directly to Venice Family Clinic
GIVING THROUGH YOUR WILL OR LIVING TRUST
GIFTS OF IRA/RETIREMENT ASSETS
GIFTS OF LIFE INSURANCE
GIFTS OF TANGIBLE PERSONAL PROPERTY
GIFTS OF REAL ESTATE
GIFTS OF APPRECIATED SECURITIES
Gifts you can make to Venice Family Clinic in conjunction with our partners at the UCLA Office of Planned Giving (or a financial advisor of your choice).
CHARITABLE GIFT ANNUITY
CHARITABLE LEAD TRUST
CHARITABLE REMAINDER ANNUITY TRUST
DONOR ADVISED FUND
CHARITABLE REMAINDER UNITRUST
DEFERRED CHARITABLE GIFT ANNUITY
RETAINED LIFE ESTATE
RETAINED LIFE ESTATE WITH GIFT ANNUITY
Questions?
To discuss the options that are right for you, contact Anna Henderson, Director of Development, Individual and Corporate Philanthropy.
alhenderson@mednet.ucla.edu
Legacy Society Stories
When you make a planned gift to Venice Family Clinic, you become a member of our Legacy Society. Hear from some of our members on how they chose to make their impact.
Fern Seizer, Former Executive Director of Venice Family Clinic, Legacy Society Charter Member
“Without health, there is little a person can do with his or her life. I named Venice Family Clinic as a beneficiary in my estate to create futures for people in need.”
Cheri Schrupp, Venice Family Clinic Art Walk Angel and longtime Santa Monica Resident
“I gave my home to Venice Family Clinic through my living trust to help the Clinic continue its support of quality health care in our community. It feels good knowing that the proceeds are going to help others who are less fortunate. Venice Family Clinic provides not only care but hope for the future.”
Professor Emeritus Charlotte Neumann, M.D. and Professor Emeritus Alfred Neumann, M.D.
“Venice Family Clinic is the story of how a small group of people brought the community together and made something wonderful: a home for all people who need health care. We included Venice Family Clinic in our estate plans so the Clinic will continue to improve lives throughout the decades.”