Planned Gifts and Bequests

“Without health there is little a person can do with his or her life. Planned giving is an opportunity for donors to create futures for people in need.”

- Fern Seizer Former Executive Director and Legacy Society Charter Member

Planned giving is a deliberate form of charitable giving in which donors include Venice Family Clinic in their financial and/or estate plans. In so doing, they often are able to take advantage of favorable state and federal tax laws to meet multiple financial goals.

The most common scenario involves simply naming the Clinic in one’s will or living trust. Donors may also make gifts of property or designate the Clinic as the beneficiary of a life insurance policy.

In addition, donors may establish “life-income” arrangements, such as charitable gift annuities and charitable remainder trusts, which involve transferring cash or other assets to the Clinic in exchange for regular payments for the rest of their lives.

Individuals who remember Venice Family Clinic in their estate plans or support the Clinic through planned gifts are invited to join our Legacy Society. Membership is recognized in our publications.

If you are considering a planned gift to Venice Family Clinic, please contact Theresa Farrell, our Director of Individual and Corporate Development, at 310.664.7953 or to discuss your options and what might be right for you.

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