Wills & Trusts
Make an impact while planning for your future
We also offer the ability to create a free Revocable Living Trust
Everybody needs a will
Whether you’re 18 or 108, everyone should have a will in place. People use wills to choose who gets their property, name guardians for minor children, provide a plan for pets, and more.
Through a will, many people also choose to leave a part of their estate to Dignity Health Foundation - East Valley and make an impact on the causes they love, for years to come.
Why give in your will?
- Continue to use assets or property during your lifetime
- Potentially reduce your estate tax burden
- Leave a lasting legacy to Dignity Health Foundation - East Valley
Common gifted assets in wills and trusts
- Financial accounts
- Real estate
- Vehicles
- Brokerage accounts
- Crypto and NFTs
- Personal property
Beneficiary Designations
Make us a beneficiary of your IRA or other “non-probate” assets
Why beneficiary designations are so powerful
Assets not included in your will are called non-probate assets. Examples are 401(k)s, IRAs, life insurance policies, and other accounts. Designating Dignity Health Foundation - East Valley as a beneficiary can have a big impact and may avoid unwanted taxes for your heirs.
Charitable benefits
- Receive an estate tax charitable deduction
- Reduce the burden of taxes on your family
- Continue to use assets or property during your lifetime
- Leave a lasting legacy to Dignity Health Foundation - East Valley
Common gifted assets for beneficiaries
- IRA
- 401(k)
- Life insurance
- Joint real estate
- Joint bank accounts
- Joint property ownership
Popular gifts for today
Many people love these donation options because they fit with their personal circumstances and financial goals.
Gifts that pay you back
Transfer securities, cash, or other property to Dignity Health Foundation - East Valley and we’ll manage the investment of the assets and pay an income to you, your designated beneficiaries, or both. Receive payments for the rest of your life or, in some cases, up to a certain number of years.
Tax-smart gifts
Many people are increasingly choosing to give non-cash assets, so they can have a bigger impact at less cost to them.
Frequently Asked Questions
Yes. You are always free to revise or update your estate plans.
A non-probate asset is an account or other asset that won’t be governed by the decisions you make in a will. Instead, these accounts commonly have an assigned beneficiary that you choose. Types of non-probate assets include many retirement accounts, life insurance, some bank accounts and some assets (like a house or vehicle) that you jointly own with another person.
Yes. You are always free to revise or update your estate plans.
The most commonly gifted non-probate asset is an IRA or 401(k). This is because these accounts are always taxed (even for people below the estate tax threshold). Giving these accounts to charity keeps your heirs from having to pay unexpected taxes.
Yes. You are always free to revise or update your estate plans.
Yes! Even if you have a will in place you still need to designate beneficiaries for your non-probate assets.
Yes. You are always free to revise or update your estate plans.
Yes! Gifts of any size are deeply appreciated. Many people choose to leave a percentage of their estate, which scales up or down with your estate size.
No. You can usually make these easily and at no cost to you.
Yes. You are always free to revise or update your estate plans.
We’re here to help you meet your goals!
Our team would be happy to speak with you in confidence about your giving goals, with no obligation.
Already included us in your estate plan? Let us know