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Wills and Living Trusts

Wills and living trusts are used to distribute property and protect your loved ones after your passing. They also provide an easy and affordable way to help meet the critical healthcare needs of the community.

Everyone should have an up-to-date will or living trust, carefully thought through, and drafted by a lawyer. It is an investment of time that will reward you with peace of mind.

With a will or living trust you can:

  • Provide for family and loved ones
  • Distribute assets as you wish
  • Choose an executer or trustee
  • Nominate a guardian for dependents

You can use a will or living trust 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

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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