The Heritage Society honors those who have generously provided for the work of Loma Linda University Health through a planned gift commitment. Donors who make estate or deferred gifts of any size through the following instruments are recognized for their dedication to our mission:
- Beneficiary of will or living trust
- Beneficiary designation of an IRA, qualified retirement and pension plans or annuities
- Beneficiary of a life insurance policy
- Life income arrangement (charitable gift annuity and charitable remainder trust)
- Beneficiary of a charitable lead trust
- Remainder interest in a personal residence or farm
- Other planned gift arrangement
How to Become a Heritage Society member
Joining the Heritage Society is easy! Just complete the online membership form. If you choose, your name will be added to our Heritage Society list for inclusion on our website and for publication in the Loma Linda University Health annual report.
Please Let Us Know
While including Loma Linda University Health in your estate plan is a private matter, by informing us of your intentions, we are able to plan for the future. If you choose to be recognized, your gift may inspire others to also remember Loma Linda University Health through a planned gift.
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.