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Legacy Planning

Haywood Granddaughters

Legacy Planning

Taking care of family.  That's what Legacy Planning with John Muir Health is all about. You are invited to explore the many ways that you can plan for the future to create income for you and your family and ultimately make a gift to John Muir Health.

Legacy Planning seeks to lead a donor through a process of examining the entire range of charitable giving options, in light of their own unique financial circumstances and values, and integrating those options into a comprehensive philanthropic plan. This exploration is done in light of the most current financial and tax advantaged strategies and in conjunction with a donor’s team of advisors.

At its best Legacy Planning is committed to the following three objectives: taking care of your heirs, connecting life-time values with financial decisions, and re-directing private capital to social capital for the benefit of the common good.

Explore the wide range of planned giving possibilities to find the gift plan that best meets your philanthropic and personal goals using our tools below or contact Mike Crvarich, Vice President of Legacy and Principal Gifts at (925) 941-2120 or email.

Discover Your Legacy

Create, share and celebrate your family legacy.

Legacy Library

Use our tools to help you with your family legacy planning.

Compass
Philanthropic Advisors Council
The Foundation has a group of professional advisors to guide the Office of Legacy Planning.
Compass
Legacy Newsletter
Fall 2017 Legacy Newsletter