Legacy Giving

“If you want to lift yourself up, lift someone else,” said Booker T. Washington. And throughout history, leaders as well as philanthropists have advocated the power of giving back.

But charitable gifts not only elevate the human spirit, they have rock solid financial benefits, as well. In this country, the government highly encourages such giving through establishing beneficial tax laws and other incentives. It only makes sense that any charitable contributions take advantage of these appealing savings.

People also may not realize that there many different opportunities for planned giving. In addition to the obvious gifts of cash or stock, several popular and creative options are listed below. You can consult with your tax accountant or your financial advisor to analyze which of the plans is most appropriate for you. We can also arrange a face-to-face meeting with you, your advisor and a Palomar Health Foundation member to discuss gift giving options further.

After all, the Palomar Health Foundation will greatly, greatly benefit from your generous actions. And we want you to benefit, too.

Charitable Gift Annuity 
Charitable Remainder Trusts
Charitable Lead Trusts
Real Estate