Planned Giving

Ways To Give
Volunteer
Friends of the Free Clinic
Fundraisers

Donating to the Free Clinic of Simi Valley through your will or other estate planning vehicle is an effective way to ensure that the Clinic’s services are available to future generations. A planned gift allows you to manage your assets during your lifetime, while taking comfort in the knowledge that you have made a commitment to ensure access to quality affordable health care for all. Please contact us for more information about any of the options below or to make a planned gift.

Bequest
The straightforward, revocable bequest is the easiest way to demonstrate your commitment to the Free Clinic of Simi Valley. This approach allows you to provide for your heirs, while designating a portion of your estate to help support the Clinic’s mission. There can be financial incentives for taking this route, designed to help you make an impact on the health and well-being of the most vulnerable members of our community.

Charitable Remainder Trust
Charitable Remainder Trusts provide tax benefits in addition to providing an annuity stream of income for you. Most of all, you can have the personal satisfaction of making a major gift towards a cause you hold dear, the Free Clinic of Simi Valley.

Gift Annuity
A gift annuity is a simple, contractual agreement between a donor and the Free Clinic of Simi Valley in which you give assets to the Clinic in exchange for our promise to pay one or two annuitants payments for life.

Charitable Lead Trust
A Charitable Lead Trust is a trust that the estate owner establishes either during life or at death. The income from the trust flows to the Free Clinic of Simi Valley, typically for a stated number of years. After that period, the assets inside the trust are then distributed to your heirs.

Life Insurance
Gifts of Life Insurance are predicated on the assumption that the protection provided by the insurance coverage is not needed by you or your family – giving you a chance to share the wealth! You can name Free Clinic of Simi Valley as the primary beneficiary of a life insurance policy, or you can realize immediate tax benefits by making an irrevocable assignment of an insurance policy to the Free Clinic of Simi Valley. Either way, these dollars will help the Clinic continue to provide services to those in need.

IRA
You can make gifts of your IRA either during your lifetime or beyond. These gifts reduce your taxable estate at the same time they fulfill your desire to make a major impact on the health and wellbeing of the most vulnerable members of our community.

It is important to work with an attorney, accountant or other professional advisor to determine the best way to plan your estate. For more information, contact Fred Bauermeister at the Free Clinic of Simi Valley or email him at Fred@SimiValleySV.com. The Federal Tax ID number for the Free Clinic is 23-7108154.