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For 90 years Sansum Clinic has been bringing together the best physicians, the latest technologies, and the most comprehensive health care to meet the specialized needs of our community. Join us in providing a legacy of quality health care by making a planned gift.
Sansum Clinic Legacy Society
The Legacy Society recognizes and honors all those caring donors who have made a planned gift by naming Sansum Clinic in their estate plans, wills and trusts. So that we may acknowledge your thoughtfulness please notify us if you have already made such a provision or would like to know more about available planned giving options.
Membership Benefits
 Joining the Legacy Society demonstrates your support of Sansum Clinic's vision for health care in our community. You will receive:
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Certificate of appreciation
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Recognition in our two main clinics
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Invitations to special events
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Regular newsletter communications
The Legacy Society will also provide you and your advisors with information and assistance on beneficial tax planning for the future.
Creating a Legacy
Planned gifts are an effective estate planning tool in providing opportunities for you and Sansum Clinic. Among the many planned giving options to enhance your estate plan are: 
- Bequest - your estate receives a tax deduction for the value of the gift
- Charitable Gift Annuity - providing income and IRS benefits to you
- Charitable Lead Trust - an interim gift while maintaining assets for your heirs
- Charitable Annuity Trust - a source of retirement income for you
- Life Estate - tax savings while retaining your residence during your lifetime
Ways to fund your planned gift:
- Cash
- Life insurance
- Retirement plans
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Appreciated securities
Legacy Society Additional Benefits
Creating a planned gift takes time and effort. Let Sansum Clinic's planned giving specialist know if you are considering such a gift so we can assist you and your advisors in designing your gift in a way that maximizes your estate and philanthropic wishes.
Further Information on Sansum Clinic Legacy Society
To learn more about how you can benefit from making a planned gift to Sansum Clinic contact:
Dru A. Hartley
Director of Philanthropy
Sansum Clinic
(805) 681-7726
dhartley@sansumclinic.org
Sansum Clinic is a 501(c)(3) California Nonprofit Public Benefit Corporation. Gifts to Sansum Clinic are tax deductible to the full extent of the law.
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