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Legal Resources and Bequest Language 

Give the gift of health. Your generosity improves healthcare for everyone and makes a difference in the lives of our community and future generations.  

Sample Bequest Language for Your Will or Living Trust

Unrestricted 
"...to [organization name], to be used where the need is greatest, as determined by the Board of Trustees."

Restricted 
"...to [organization name] to be used to support [description of specific purpose, for example, a department, service or program] at [location name]. However, if at some future time the Board of Trustees of [organization name] determines that it has become impossible or impractical to effectively apply the gift made hereunder to the restricted purpose specified (e.g., because a specified department, service or program no longer exists or its operation has been substantially reduced or changed), then the gift made hereunder shall be used where the need is greatest at [location name], as determined by the Board of Trustees. My gift is to be used to expand this program and should be used only after funds already budgeted for the program have been expended.”

 Foundation NameTax Id
Planned Giving 
Alta Bates Summit Medical Center94-0562680
CPMC Foundation, San Francisco94-2728423
Eden Medical Center94-0562680
Memorial Hospital Foundation 94-2290244
Memorial Hospital Los Banos Foundation 94-1156621
Mills-Peninsula Hospital Foundation 23-7288765
Novato Community Hospital 94-0562680
Palo Alto Medical Foundation 94-1156581
Sutter Amador Hospital Foundation94-1156621
Sutter Auburn Faith Hospital Foundation94-2594966
Sutter Care at Home94-6068843
Sutter Davis Hospital Foundation68-0217870
Sutter Delta Medical Center94-0562680
Sutter East Bay Medical Foundation94-0562680
Sutter Gould Medical Foundation68-0273974
Sutter Lakeside Hospital 94-0562680
Sutter Maternity and Surgery Center 
Sutter Medical Center Foundation94-2788906
Sutter Medical Foundation 68-0273974
Sutter Roseville Medical Center Foundation 68-0040113
Sutter Santa Rosa Medical Center94-0562680
Sutter Solano Hospital Foundation 94-2788906
Tracy Hospital Foundation 68-0318845

Lawyer Referral Services 

San Mateo County Bar Association Lawyer Referral Service

Phone: 650-298-4030; press "3" at the prompt. 

Palo Alto Area Bar Association Lawyer Referral Service

Alameda County Bar Association Lawyer Referral Service

San Francisco Bar Association Lawyer Referral Service

Phone: 415-989-1616 
For the hearing impaired: 415-782-8985 

Santa Clara County Bar Association Lawyer Referral Service

Santa Cruz County Lawyer Referral Service

The practice of law is highly specialized. We recommend asking for a lawyer who’s a certified estate planning specialist*. 

*California attorneys certified as specialists must pass a written examination in their specialty field, demonstrate a high level of experience in the specialty field, fulfill ongoing education requirements and be favorably evaluated by other attorneys and judges familiar with their work. 

 

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