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Alameda Hospital Foundation
| Personal Planner | Income for Surviving Spouse
 Harold and Helen were concerned about planning for the future. They had built a substantial estate of $1,200,000. When Harold was 70, he rolled over his $400,000 qualified retirement plan into an IRA. More ... |
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Bequests
Alice Challen, M.D. is an extraordinary person who continues to have an influence on one of our most important community assets, Alameda Hospital. More on Bequests >>.
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Major IRA Gift
Tom is a retired CPA. With good investments, his IRA had grown to become over 80% of his total estate. Tom was looking for a way to rebalance his estate. He wanted to make a major gift to charity, but needed to protect his home and personal savings. More on Major IRA Gift >>.
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Generous IRA Gift
Jerry is a fireman who volunteers for a number of charities in his community. Recently, Alameda Hospital Foundation shared an opportunity to join in a new program with a positive impact. Jerry was excited to help, but a lead gift of $10,000 was needed to start the program. More on Generous IRA Gift >>.
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Steps to Wise Giving
There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.
Dennis Eloe
Executive Director |
Thanks very much for visiting us! I would be very pleased to help you. Simply click here to email me at your convenience. |
Professional Advisors
We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact deloe@alamedahospital.org.
If you are a professional advisor, you may take the following steps on this site.
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