Everyone should have an up-to-date will or living trust drafted by a lawyer. It's the only way to ensure your final wishes to:

> Remember your family, friends and favorite organizations
> Distribute assets as you choose
> Designate an executor or trustee
> Appoint a guardian for dependents

LIVING TRUSTS

> Avoid probate, a court-supervised process
> Distribute assets quickly
> Maintain privacy

Giving Back, Your Legacy

> After planning for loved ones, a bequest for your community's well-being deepens your legacy.
> The Medical Center counts on bequests to help plan for its future and meet critical needs.
> Your bequest of any size, pooled with others, can change lives.
> We offer permanent endowment and naming opportunities for exceptional gifts.

Options & Benefits

> Make a bequest as a tribute to or in honor of a special person.
> Designate your favorite department, program or service.
> Reduce your estate tax (current top rate is 47 percent).
> Make a bequest for a fixed amount, a percentage or the residue.

Request Your Free Will Information Kit

Start planning by considering three basic steps. Avoid the most common problems. Our Kit contains:

> Brochures on effective planning, wills and living trusts, protecting assets
> Booklet to maintain personal financial information
> Suggested language for leaving a bequest
> Information on our Legacy Society
> Referral list of professional advisors
> Request form for other free estate planning guides

Request your Will Kit by e-mail (without obligation) or call 415-600-2114. Ask us to include brochures on gift tools of particular interest to you.

Information for Your Lawyer

Tax ID: 94-2728423
California Pacific Medical Center Foundation
PO BOX 7999
San Francisco, CA 94120-7999

LEGAL TERMINOLOGY TO IMPLEMENT YOUR BEQUEST
Please ask your lawyer to use the Foundation's suggested language for wills and living trusts.

Legacy Society

Supporters who contribute through a bequest are eligible to join the Legacy Society and receive membership benefits and recognition.

Click here to notify the Foundation if you have designated California Pacific as the beneficiary of your will or trust, gift annuity, life insurance policy or retirement plan ... and join the Legacy Society.

Personal Assistance

Leonard Graff, J.D., Director of Gift Planning
Phone: 415-600-2410
E-mail: graffl@sutterhealth.org