Real Estate Gift Supports New Chapel at LLUH
Richard and Patti CatalanoRichard and Patti Catalano used real estate to make a gift supporting LLUH's new 60-seat chapel. They hope it gives visitors respite during difficult times. More

Bankers Dennis and Yolanda De La Paz Find Value in Planned Giving & Trust Services
Dennis and Yolanda De La PazDennis and Yolanda De La Paz were so grateful for the care Dennis received during cancer treatment at Loma Linda that they created a Charitable Remainder Trust. It will take care of their needs now, their family later, and ultimately benefit Loma Linda University Health. More

Devoted Employee Gives Back to Loma Linda
Georgia HodgkinTo say that Georgia Hodgkin inhabits a very busy world is a bit like noting that windmills tend to go ‘round and ‘round. “During the school year, I come in at 7:00 a.m., and tend to leave around 7:00 p.m.,” says Georgia. More

Early Learning Experiences Lead to Big Rewards
Clyde RoggenkampClyde Roggenkamp, DDS, MSD, picked up many skills prior to dentistry. His knack for fixing things led to a major gift to benefit Loma Linda. More

How Donna Gurule Sold a Cabin Without Consulting a Real Estate Agent First
Shirley MacaulayPhilanthropy is a way of life for Dr. Donna Gurule assistant dean and assistant professor at Loma Linda University School of Public Health.  More

Why Shirley Macaulay Loves Giving Back to Loma Linda University Health
Shirley MacaulayAt 93 years of age, Shirley Macaulay is grateful to Loma Linda University Health and gives back to say thanks. More

Jack and Sharan Bennett's Love Affair With Loma Linda and Each Other
BennettsFor Jack and Sharan Bennett, giving, sharing and helping others is a way of life. Sometimes, they even manage to have a little fun along the way. When Jack and Sharan Bennett tell the story of how they first met, the conversation bounces back and forth between them like a motorized beach ball. More

Meet E. Jane Woolley, Co-founder of the Big Hearts for Little Hearts Desert Guild
WoolleysJane Woolley has devoted her life to helping others, first as an early female pioneer in anesthesiology and later as a co-founder of Big Hearts for Little Hearts Desert Guild.   More

Why Lou and Jeanne Mace Love Loma Linda University Children’s Hospital
Jeanne and Lou MaceLou and Jeanne Mace of Rancho Mirage recently established a planned gift to help create an endowed chair in pediatrics at Loma Linda University Children's Hospital that will support research into cures for childhood diseases. A board member of the Big Hearts for Little Hearts Desert Guild for the past seven years, Jeanne raises funds and awareness for the hospital.   More

Extending Loma Linda to the World
Bob and Treva BurgessFor retired university professors Bob and Treva Burgess, establishing a charitable gift annuity to benefit the Loma Linda University Councilors and the Global Health Institute was a natural extension of their commitment to the mission, vision and values of the organization.  More

Helping the Ones That Need it Most
donor-harvey-thumb.jpgLanell Price beat the odds when she was able to escape an abusive orphanage at age 15. Now, Lanell and her husband, Harvey, are creating a legacy to protect future victims of abuse through planned giving.  More

Richard Kahn on conquering cancer and giving back
donor-kahn-thumb.jpgTwo things impressed Richard Kahn, an 88-year-old investment advisor from Sarasota, Florida, during his time as a patient at the James M. Slater, M.D. Proton Treatment and Research Center: the friendliness of the staff and the accuracy of the procedure. Why did he choose to remember the James M. Slater, M.D. Proton Treatment and Research Center in his estate? He cites three reasons, all connected to benefits he received from proton therapy.  More

What John Milani took from Thomas Jefferson and gave to LLU Children's Hospital
donor-milani-thumb.jpgJohn Milani, president and CEO of Commercial Cooling in the City of Industry, supports genuine charitable causes like Loma Linda University Children's Hospital in honor of those who helped him when he immigrated to this country from Iran in 1961.  More

Family remembers Gerald Wayne Miller, MD, with a gift to continue his legacy
donor-miller-thumb.jpgThe family of Gerald Wayne Miller, MD, a 1957 graduate of Loma Linda University School of Medicine, recently donated property in Dana Point, California, to the deferred mission appointee program at Dr. Miller's alma mater to honor his lifelong legacy of service to others.  More

Scott and Anne Wilcox on sharing their blessings with others
donor-wilcox-thumb.jpgFor Scott and Anne Wilcox, his recovery from prostate cancer is a gift from God. Whether cruising the Central Coast of California on their turquoise and cream Harley, hunting in the mountains, or including Loma Linda University Health in their estate plan, the retired schoolteachers from Morro Bay, California, make a point of enjoying each day to the fullest.  More

Why prostate cancer didn't scare Ken Coley
donor-coley-thumb.jpgKen Coley skipped the panic and foreboding stages when he learned he had prostate cancer in October 2011. Instead, he casually picked up the phone and invited his pal Rudy-a 16-year prostate cancer survivor-to breakfast.  More

Gratz Family Giving
donor-gratz-thumb.jpgCharles and Lorena Gratz had one guiding philosophy when it came to money: "If it goes in the bank, it stays there." It was this belief that led them to make an astounding gift to Loma Linda University Children's Hospital in celebration of their grandson John's life.  More

Ron and Karen Hendricks on Giving Back After Proton Therapy Changed His Life
donor-hendricks-thumb.jpgFor Ron and Karen Hendricks, giving to proton research at Loma Linda University Health (LLUH) accomplishes several important objectives. "Because we recognize that we are stewards, and not owners, of everything God has given us, we want to give back while we are alive as well as at our death," Ron explains.  More

How Separate Events Led Roger and Ruth Miller to Loma Linda University Children's Hospital
donor-ruth-millers-thumb.jpgFor Roger and Ruth Miller, who live in Indian Wells, California, and maintain their residence in Sun Valley, Idaho, the decision to remember Loma Linda University Children's Hospital with a sizable gift from their estate grew out of two separate events in their lives.  More

Long-term Supporter of LLUSM Leaves Colorful Legacy
donor-shearer-thumb.jpgTo call Frank William Shearer, MD, a long-term supporter of Loma Linda University School of Medicine is a serious understatement: when he died this year at the age of 107, Dr. Frank, as he was called, had been big on the school since the 1930s. During his life, he blazed the trail for his three brothers, his son, and granddaughter to graduate from LLUSM, as well as numerous nieces and nephews.  More

Why Frank and Sirpa Lee Included Loma Linda University Medical Center in Their Estate Plans
donor-lee-thumb.jpgAfter reading an article in the August edition of BOB Tales newsletter about Ron and Karen Hendricks, who remembered the James M. Slater, M.D., Proton Treatment and Research Center in their estate plan, an Orange County (CA) couple decided to do the same thing.

Bill and Rose Swatek's Pledge to the Future
donor-swatek-thumb.jpgThe couple whose gift sparked construction of the Centennial Complex at Loma Linda University credits a doctor visit for bringing them together. "I was a nurse at a clinic on Sanitarium Hill," Rose Swatek recalls. "Bill had problems with his ears and came for treatment. Later, he came back for new eyeglasses."  More

Violet Molnar on the Satisfaction of Giving
donor-molnar-thumb.jpgWhen Violet Molnar started planning her estate, the desire to share the blessings of life motivated her to choose a charitable remainder trust with Loma Linda University Health. The arrangement could scarcely work better. Violet enjoys knowing that her funds will help educate future generations of students, while she receives a steady income and significant tax benefits.  More

George and Jeanne Wiesseman
donor-wiesseman-thumb.jpgWhen asked why giving to Loma Linda University makes sense at this stage in their lives, George and Jeanne Wiesseman offer two solid reasons.First, they appreciate the university's emphasis on global service to help others. "We're more comfortable with what LLU is doing than we are with some organizations we could donate to," George explains.  More

eBrochure Request Form

Please provide the following information to view the brochure.

A charitable bequest is one or two sentences in your will or living trust that leave to Loma Linda University Health a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

"I give to Loma Linda University Health, a nonprofit corporation currently located at (LegalAddress), or its successor thereto, ______________* [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to Loma Linda or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the potential tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to Loma Linda as a lump sum.

You fund this trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to Loma Linda as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and Loma Linda where you agree to make a gift to Loma Linda and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

Personal Estate Planning Kit Request Form

Please provide the following information to view the materials for planning your estate.