Page 24 - Summer-2015

PLANNED GIVING

MADE SIMPLE

Courtesy estate planning service available
to friends of Marian

A planned gift is arguably the most significant charitable Legacy Society
donation one can make in their lifetime.
An invitation to join the Marian Legacy Society is extended
Planned giving provides donors with an ideal platform for to all who have or would like to make a provision for Marian
leaving not only an exceptionally personal legacy, but also one through a planned gift such as a bequest, a charitable trust,
of great meaning. Planned gifts uniquely allow an individual to life income agreements, life insurance policies, or interests in
decide what they want their legacy to be, how the gift is made, real property. The Marian Legacy Society is an association of
and who is trusted to carry it out. Marian friends and benefactors who share the same ideals as
Marian’s founding Sisters of St. Francis and we invite others to
Since the success of Marian Regional Medical Center depends become partners in continuing this extraordinary heritage of
on generous philanthropic gifts from community members, exceptional medicine—for today and tomorrow.
the Marian Foundation is pleased to offer complimentary
estate planning services to friends of Marian. Through a If you are interested in making a planned gift, the Marian
courtesy consultation, community members will receive a Foundation’s knowledgeable team is committed to taking
legal and financial estate planning summary. Estate planning the time to assist you. For more information, please call the
services are provided in a confidential, no-obligation manner Marian Foundation at 805.739.3595.
and are available to Marian donors to use as a resource tool
with one’s professional advisor.

24 Carol Reiner (right), Honorary Marian Foundation Board member, meets with fellow Foundation Board member
and financial advisor Denise Valente (left), CRPC®, to discuss refinement of estate and tax-planning strategies.