Create a Legacy
Include Mark Twain Medical Center Foundation in your estate plan and you will be investing in the future health of your community. A planned gift can offer many benefits to you and your family today. Contact us or call 209.754.2624 and we will be glad to guide you in choosing the planned gift that best suits your goals.
Some options include:
A bequest names Dignity Health as a beneficiary in your will, living trust, retirement plan or life insurance policy. This gift is deferred until after your lifetime and your donation is exempt from federal income taxes.
A charitable gift annuity supplements your income for life with fixed annual payments while providing you with current and future tax savings.
A charitable lead trust provides the Foundation with fixed or variable annual income from your trust for a fixed term. At the end of the term, all remaining assets are passed on to your heirs, often with reduced gift or estate taxes.