What is Planned Giving?
When community-minded individuals and families consider philanthropic gifts of hard-to-value assets or revocable gifts (giving which extends their generosity well into the future), then we call that a planned gift – and careful planning is advised.
Providence Foundations offers expertise in (a) exploring options for donors and their advisors under current tax rules and (b) preparing a formal proposal for donors and their advisors.
Over the years, planned gifts have included the following from our generous and loyal supporters of high quality / deeply compassionate care in the community:
- Bequests by will or living trust
- One- and two-life Providence Gift Annuities
- Qualified retirement plan remainder (e.g.; IRAs)
- Bequests subject to a life estate retained by the donor
- Real estate
- Appreciated stock
- Charitable remainder trusts
- Personal property
- Permanent life insurance
Estate planning is a highly individualized area of the law, and the Planned Giving office at Providence encourages supporters to consult with their own legal advisors about updating a valid estate plan.
What is the Circle of Caring?
Donors of a documented planned gift are recognized as community leaders who look to tomorrow and the patients who one day will be served by our medical centers, hospice and educational institutions.
This recognition is conferred through Circle of Caring annual activities and publications.
Members of documented legacy gifts of $50,000 and above receive a Foundation Mission Leader Card giving emergency access to a Foundation staff person on call 24/7.
Download Bequest Intent Forms:
Providence Holy Cross
Providence Little Company of Mary
Providence Saint Joseph
Providence TrinityCare Hospice
If you would like to learn more about making a planned gift please contact:
Ron Bitzer, CFP
Director of Planned Giving
Office: (818) 847-4673 or
Cell: (310) 415-2796