Discover the Benefits of Giving Wisely

Did you know there are creative ways to support Marian Regional Medical? Ways in which Marian Regional Medical, you and your loved ones all benefit at the same time?

Such giving techniques are called "planned gifts", because with thoughtful planning, you create win-win solutions for you and Marian Regional Medical.

Tip of the Week

Variety is the spice of giving.

You can give almost any kind of highly appreciated property—such as closely-held stock, real estate, partnership interests, or valuable art—to a charitable remainder trust and receive major tax and income benefits.

So, all at once, you can:

  • Receive income for life
  • Take a charitable tax deduction
  • Avoid all capital gains tax
  • Support the mission of Marian Regional Medical

You can even allow your assets to accumulate tax-free until you "turn on the income spigot" at retirement or some other future event, such as the start of your child's education.

Read more, email us, or contact us at 805-739-3595

Plan-a-Gift ™

Interactive Plan-a-Gift™ will recommend the best gift plan to meet your individual needs based on your age, goals and assets, and will help Marian Regional Medical at the same time.

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Personal Planning

Use these tools to start your gift to Marian Regional Medical. Learn More .

Contact Us

Planning your estate and legacy for future generations, including your charitable interests, takes careful evaluation. Consulting with the appropriate professionals can assist you.

Cortney De Lotto, Manager of Philanthropy
cortney.delotto@DignityHealth.org
805-739-3595