Gifts from Retirement Plans
Naming the Foundation as the beneficiary of your retirement plan is a simple and tax-wise way to support California Pacific.
A Cashless Gift
Under current tax laws, when retirement plan assets are transferred to a spouse or children, as much as 75 percent of the plan assets can be lost to income and estate taxes. Many of our supporters choose to name the Foundation, which is tax-exempt, to receive some or all of the assets in their retirement plan, and leave other assets to family and loved ones.
How to Participate
To name the Medical Center as a beneficiary of your 401(k), 403(b), IRA or other retirement plan, please designate your gift to:
California Pacific Medical Center Foundation
Tax ID: #94-2728423
PO Box 7999
San Francisco, CA 94120-7999
If you have a 401(k) or 403(b) plan, simply advise the plan administrator of your wish and sign the forms that your company’s plan provides. For IRA or Keogh plans, notify the custodian in writing and keep a copy with your other valuable records.
Rollover gifts from IRAs (Note: law expired Dec. 31, 2007)
Free Brochure
E-mail your request (without obligation) or call 415-600-2114 for our free brochure on giving through retirement plans.
Legacy Society
RECOGNITION FOR YOUR GIFT
Personal Assistance
Leonard Graff, J.D., Director of Gift Planning
Phone: 415-600-2410
E-mail:
graffl@sutterhealth.org
Name the Foundation as a beneficiary of your retirement plan and:
