What do you want your LEGACY to be?
The CVVIM Legacy Society is comprised of individuals who have made a decision to include CVVIM in their will or estate plans. Members are invited to annual information updates on the Health Center, receive free or discounted tickets to selected events, and annual recognition events not open to other donors or the public. Membership in the Society starts with telling us of your intent to leave a legacy gift and may be anonymous or not. To learn more about joining the CVVIM Legacy Society, please contact Doug J. Morin, Executive Director, at (760) 625-0760.
"As a board member of CVVIM, I’ve witnessed firsthand that this Health Center is committed to providing quality health care for those who need it most. That’s why I’ve decided to make my own long-term commitment by including CVVIM in my estate plans. As a young professional, I don’t have a lot of extra resources to immediately donate as much as I’d like to all those charitable causes important to me. But by naming CVVIM as one of my living trust beneficiaries, I can be assured that part of my future legacy will go towards sustaining the health of my Coachella Valley community.” Ross L. Hollenkamp, Esq. is a CVVIM Board Member and general practice attorney in Palm Springs.
Ways to make a future gift:
Bequest: A Gift from Your Will or Trust
A simple, effective way to give a portion of your estate! A single sentence is all that is needed to complete your gift to CVVIM. You can give a specific item, dollar amount or percentage of your estate. To make a gift from your estate plan, the following language is suggested to clarify your intent with your attorney: I give, devise and bequeath to Coachella Valley Volunteers in Medicine, a 501(c)(3) California non-profit corporation, EIN 26-3312826, with principal offices presently located at 82-915 Avenue 48, Indio, California 92201 (mailing address: Post Office Box 10090, Indio, California 92202) the sum of __________ DOLLARS ($___) [ - or- _______ percent (___%) of the value of my estate] to be used for its general charitable purposes [ - or – to be used for the specific purpose of ________].
Bank and Brokerage Acccounts including 401(k)s and Annuities:
You can designate a beneficiary through a payable, or transfer-on-death designation. These types of gifts also have the benefit, like a trust, of avoiding the costly and lengthy court process of distributing assets upon death, known as “probate”.
Consider naming CVVIM in addition to your dependent family members, as a beneficiary of a life insurance policy you or your family no longer need. Your insurance can help save the lives of those with no health insurance.
California now allows real estate to pass upon one’s death to another individual or organization, such as CVVIM (subject to approval), through a simple transfer-on-death deed. This is an easy way to gift real property and avoid probate without setting up a trust.
Other Legacy Giving Arrangements
Please contact CVVIM if you are interested in making a legacy gift in some other way, such as a charitable annuity or life estate gift.