Leave a Legacy of Community Health

For more than five decades, AltaMed has been a trusted provider of high-quality health care for underserved communities across Southern California.

Planned giving allows you to join this legacy of care by making a meaningful, lasting impact on community health. Through thoughtful planning, you can support AltaMed’s mission while also caring for your loved ones and aligning your charitable goals with your financial and estate plans.

Whether you are planning for retirement, exploring tax-advantaged ways to give, or considering how you want to be remembered, a planned gift can help you turn your values into lasting action. Together, we can build healthier communities today and ensure access to care for generations to come.

Planned Giving Options

Explore flexible, tax-smart ways to support AltaMed, including gifts through wills, retirement plans, life insurance, and trusts—designed to meet your financial and philanthropic goals.

Life Insurance

A life insurance gift allows you to transform an existing policy into a meaningful legacy for community health. By naming AltaMed Foundation as beneficiary—or transferring ownership of a policy—you may receive immediate tax benefits, eliminate future premium payments, and remove the policy’s value from your taxable estate. Your gift ensures that the full value of the policy is directed toward expanding access to care and supporting AltaMed’s mission for years to come.

Retirement Plans

Designating AltaMed Foundation as the beneficiary of a retirement account—such as an IRA, 401(k), or 403(b)—is one of the most tax-efficient ways to give. Retirement assets left to individuals can be heavily taxed, while gifts to charity pass tax-free. You may continue using your retirement funds during your lifetime, while ensuring that the remainder supports AltaMed’s mission and reduces the tax burden on your loved ones.

Wills and Bequests

A bequest is a simple and flexible way to leave a future gift to AltaMed through your will or trust. You can designate a specific amount, a percentage of your estate, or the remaining balance after other obligations are met—while retaining full use and control of your assets during your lifetime. Bequests may also reduce estate taxes, allowing you to care for your family while leaving a lasting legacy of health and equity.

Bargain Sale

A bargain sale allows you to sell property to AltaMed for less than its fair market value, receiving cash or debt relief while also making a charitable gift. You may claim a tax deduction for the gifted portion and reduce capital gains tax on the sale. This approach helps donors unlock the value of real estate or other assets while advancing AltaMed’s mission today.

Charitable Remainder Trust

A charitable remainder trust lets you convert appreciated assets into a source of income while avoiding immediate capital gains tax. You transfer cash or property to a trust, receive income for life or a set term, and claim a charitable deduction based on the future gift to AltaMed. When the trust ends, the remaining assets support AltaMed’s mission—making this a powerful option for donors seeking income, tax benefits, and legacy impact.

Charitable Gift Annuity

A charitable gift annuity allows you to make a gift to AltaMed while receiving fixed payments for life. In exchange for a contribution of cash or appreciated property, AltaMed provides guaranteed income—often with a portion that may be tax-free—along with an immediate charitable tax deduction. At the end of the annuity, the remaining value supports AltaMed’s programs and long-term impact.

Charitable Lead Trust

A charitable lead trust enables you to support AltaMed now while preserving assets for your heirs later. Assets placed in the trust provide income to AltaMed for a defined period, after which the remaining value passes to your family—often with reduced gift or estate taxes. This option is ideal for donors who want to prioritize immediate community impact while planning thoughtfully for future generations.

Our Planned Giving team is here to help. Connect with us to explore your options, ask questions, or begin a conversation—confidentially and at your own pace.

AltaMed Foundation
2040 Camfield Avenue, Los Angeles, CA 90040
[email protected] | (323) 914-6101