Lloyd Charlotte Takahashi

Saddleback Medical Center 
Legacy Circle

The Legacy Circle honors and recognizes the visionary supporters who have made a legacy gift within their estate plans to support the growth of MemorialCare Saddleback Medical Center.

A legacy gift, also known as a planned gift, is a charitable donation established through forms of cash, securities and or properties that can provide tax and financial benefits for families while furthering our mission to improve the health and well-being of the community.

Forms of Legacy Giving:

  • Appreciated Assets
  • Bequests
  • Beneficiary Designations
  • Charitable Gift Annuity
  • Charitable Remainder Trust
  • Donor-Advised Fund
  • IRA Rollover Gifts
  • Retained Life Estate
  • …and more!

ClaudiaHonoring a Culture of Caring

To honor Legacy Circle members’ unwavering commitment, the Foundation will celebrate your generosity through donor wall recognition, extend invitations to exclusive events and share your story of impact within our communications channels.

 

 

Have You Already Included a Gift in Your Will or Trust? 

Please fill out this form to let us know! We would love to thank you for your generosity.

Beneficiaries

Do you have an IRA, 401(k), life-insurance policy, or any other assets not included in your will? If so, these are called non-probate assets and you must plan your beneficiaries for them separately. Use this online tool to make your plans and designate us as a beneficiary of one or more of these assets.

Connect With Us

If you would like to learn more about how to establish a legacy at MemorialCare Saddleback Medical Center, please contact Michael Crvarich, CPA, executive director, legacy giving.