Planned gifts provide resources that preserve the future of Pomona Valley Hospital Medical Center Foundation. Friends of PVHMC are including the Foundation in their estate plans, and transforming healthcare through philanthropy.
Those who have made a special commitment, through a planned gift, to the advancement of Pomona Valley Hospital Medical Center Foundation join each other in the Circle of Friends. When you include us in your will, or make PVHMC Foundation a beneficiary, you can plan a gift to us that will only take effect after your other obligations have ceased, and you'll automatically become a member of our Circle of Friends.
Fresh out of business school and new to Southern California, Jack Fulton got his first professional break at Pomona Valley Hospital Medical Center in 1948, launching a distinguished career as a hospital administrator, in the insurance industry, and consulting in malpractice lawsuit prevention.
In this latter role, Jack felt he was truly making a difference in healthcare. Though focused on helping hospitals avoid litigation, Jack's recommendations led to safety innovations such as slip-resistant floor wax, newborn patient identification bands, and side-rails for all patient beds.
Jack felt indebted to the place where it all began, and shared PVHMC's vision to meet the community's need for quality medical care. So, he made sure to include the hospital in his charitable giving, especially after losing his beloved first wife, Mary.
A decade ago, Jack married Josephine, who learned of his esteem for PVHMC. "Jack was a bright and insightful man," Josephine asserts "and he always valued the care provided there." It was care Jack would need all too soon.
In 2009, faced with colon cancer, Jack returned to PVHMC as a patient. "He received attentive, compassionate and professional care" Josephine says. "We couldn't have asked for better care under the circumstances." Jack lost his battle in September 2009, but he wasn't done making a difference.
A major planned gift to the PVHMC Foundation from Jack's estate honors both his memory and his regard for the hospital. A future building will have an area named after Jack. "I appreciate and look forward to it," says Josephine, confident that Jack's vision will continue to be fulfilled.
Left to right
Glenda Ferguson, Rosanne Bader, Josephine Fulton and Richard Yochum
Through a provision in your written and executed will, you can make a gift in the form of cash, securities, real estate or personal property. There are many types of bequests. Choose the one that best fits your needs and intentions.
Download Bequest LanguageNaming Pomona Valley Hospital Medical Center Foundation as the beneficiary of a qualified retirement plan asset such as a 401(k), 403(b), IRA, Keogh, profit-sharing pension plan or other donor-advised funds or life insurance, will accomplish a charitable goal while realizing significant tax savings.
Download Beneficiary Gift InfoCharitable Remainder Trusts provide you income from an asset that then passes to the Foundation as a gift. Charitable Lead Trusts provide income to Pomona Valley Hospital Medical Center Foundation before the asset passes to your heirs. For the savvy donor, charitable trusts can provide tax-advantaged income, eliminate capital gains, or preserve assets for your heirs.
Download a Guide to Establishing a CRTWhen you donate appreciated stocks, bonds or mutual fund shares instead of cash, you'll receive charitable deductions at full, fair market value while reducing capital gains impact.
Download Stock Transfer InfoIf you're 70 ½ or older, you can make a qualified charitable distribution of up to $100,000 from your IRA to Pomona Valley Hospital Medical Center Foundation. While there is no charitable deduction for a distribution, you do avoid the income tax on the donated portion.
Download IRA Gift InfoName Pomona Valley Hospital Medical Center Foundation as a beneficiary of your donor advised fund. Designate Pomona Valley Hospital Medical Center Foundation to receive all or a portion of the balance of your fund through your fund administrator (you can also make a grant to us at any time from your donor advised fund). The balance in your fund passes to Pomona Valley Hospital Medical Center Foundation when the fund terminates.
Contact Us for DetailsThere are many giving options available to you, such as naming Pomona Valley Hospital Medical Center Foundation as a beneficiary in your will and charitable gift annuities that provide steady income for you and your family during your lifetime. For more information, please find our contact info below, or submit this form.
James Dale
Vice President of Development
Pomona Valley Hospital Medical Center Foundation
1798 N. Garey Avenue, Pomona, CA 91767
legacy@pvhmc.org
Phone: (909) 469-9408
Fax: (909) 622-3988