Estate and Planned Gifts offer you the opportunity to make a significant philanthropic gift to the medical center in concert with your personal long-term financial, tax, and estate plans. How you plan your finances and estate can have a profound impact on you, your heirs and your community. Charitable gift and estate designs are some of the most powerful tools available for you to ensure your financial security, provide an appropriate inheritance to your heirs, and leave a lasting legacy to your community. Tools such as bequests, charitable trusts, life-income plans and residential remainder interests provide you with choice and control over your wealth and substantial tax savings.

If you would like more information about charitable estate and planned gift strategies contact:

Michael J. Occhipinti, C.F.P.
Vice President of Gift and Estate Planning
Phone: (949) 452-7230
Email: MOcchipinti@memorialcare.org

We invite you to peruse our website at:
www.smfgift.org

Thank you for considering a gift in support of Saddleback Memorial Medical Center.