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Bequests

One of the easiest ways to leave a legacy is simply to name the foundation as a beneficiary to your will, living trust, life insurance policy or retirement plan.

You can use these documents to:

  • Maintain control and flexibility
  • Create a permanent endowment
  • Honor someone with a memorial gift
  • Receive a naming recognition for your gift
  • Support your favorite program or service

Suggested Bequest Language

Please ask your attorney to use the foundation's suggested language for wills and living trusts document.

    • Alta Bates Summit Medical Center Sample Bequest Language (PDF)
    • Memorial Hospital Foundation Sample Bequest Language (PDF)
    • Memorial Hospital Los Banos Sample Bequest Language (PDF)
    • Mills-Peninsula Hospital Foundation Sample Bequest Language
    • Palo Alto Medical Foundation Sample Bequest Language
    • Sutter Amador Hospital Foundation Sample Bequest Language (PDF)
    • Sutter Auburn Faith Hospital Foundation Sample Bequest Language (PDF)
    • Sutter Care at Home Sample Bequest Language (PDF)
    • Sutter Davis Hospital Foundation Sample Bequest Language (PDF)
    • Sutter Gould Medical Foundation Sample Bequest Language (PDF)
    • Sutter Medical Center Foundation Sample Bequest Language (PDF)
    • Sutter Medical Foundation Sample Bequest Language (PDF)
    • Sutter Roseville Medical Center Foundation Sample Bequest Language (PDF)
    • Sutter Solano Charitable Foundation Sample Bequest Language (PDF)
    • Tracy Hospital Foundation Sample Bequest Language (PDF)

Planned Giving Options

  • Bequests
  • Wills and Trusts
  • Retirement Plans
  • Life Insurance
  • Gift Annuities
  • Charitable Trusts
  • Endowments
  • Naming Opportunities

Contact Us

Older Asian couple

Peter Gielniak
Executive Director, Planned Giving Bay Area
(650) 867-8538
Peter.Gielniak@sutterhealth.org

Becky Thompson
Philanthropy Executive, Gift Planning, Valley Area and Sutter Care at Home
(916) 934-9227
Rebecca.Thompson2@sutterhealth.org

Ryan Lee
Director of Planned Giving, Bay Area
(650) 339-9431
Ryan.Lee4@sutterhealth.org

Beth-Ann Kozlovich
Senior Development Officer, Sutter Health Kāhi Mōhala
(808) 677-2531
Karina.Kozlov@sutterhealth.org

Julie Van Dooren
Sr. Philanthropy Officer, Gift Planning, Valley Area and Sutter Care at Home
(916) 790-4629
Julie.VanDooren@sutterhealth.org

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