There are numerous estate planning techniques available that can maximize your testamentary charitable gifting and mitigate tax exposure. Please consult your tax advisor or estate planner for more information about tax deductions for charitable donations. Meanwhile, you may also review a few of the options below:

Will or trust bequests

These gifts are made by including a provision in your will or trust document. TFHSF receives your gift after your passing, at which time your estate can take the income and estate tax deductions.

Charitable lead trust

A charitable lead trust would pay TFHSF for a certain number of years, and then the trust principal passes back to you, your family members, or other heirs. It can be an excellent estate planning vehicle if you own assets that you expect will substantially appreciate in value. It can help you keep an asset in the family, while enjoying some tax benefits.

Charitable remainder trust

A charitable remainder trust is the mirror image of the charitable lead trust. Trust income is payable to you, your family members, or other heirs for a period of years, then the principal would come to TFHSF. A charitable remainder trust can be beneficial because it provides you with a stream of current income.

Legacy Partners in Health

Donors who notify the Foundation of their intent to include TFHSF in their will or trust are established as TFHSF Legacy Partners in Health members. The Foundation would like to thank and recognize (based on donor preference) supporters for their intent to give while they are still living. If you plan to leave a gift to the Tahoe Forest Health System Foundation, please contact Karli Bunnell, Executive Director, at kbunnell@tfhd.com, or call (530) 582-4204.

Thank you for your interest in creating a legacy of commitment, which will help us ensure that our community Health System will remain sustainable and strong for generations to come!

Offering Periscope Path – An elevated review of your estate plan

In partnership with Vince McElligott at Thompson & Associates, we’re pleased to offer Periscope Path—a guided, confidential process that helps families discover what truly matters most. By aligning personal values with estate plans, this thoughtful approach ensures loved ones and meaningful causes are supported with clarity and purpose for generations to come.

If you are interested in learning more about this complimentary estate planning education opportunity, we invite you to visit the Periscope Path website. For additional information or scheduling, please contact Karli Bunnell, Executive Director, at kbunnell@tfhd.com, or call (530) 582-4204.

Periscope Path logo

Hello, I’m Vince McElligott, Executive Vice President with Thompson Associates. I’m working closely with the hospital to offer a unique planning opportunity for individuals connected and friends of the hospital. It’s called Periscope Path. It’s a step by step process to allow for a guided, confidential, and complimentary service to help individuals reflect on their personal legacy. aligning their legacy with their values and their goals.

It begins with a discovery. A discovery to understand your story and plan your personal legacy. It is beginning with a conversation about values. What are the things and causes that are most important to you. It helps you build a personalized road map navigating complex planning choices with greater clarity.

As an adviser, as an estate legacy adviser, I don’t draft documents for individuals, and I won’t take the place of your attorney, your financial adviser, or your CPA. But one of the things I will do is help you really think about what are a few of the things that are most important to you.

Number one, do you have the resources you need for the remainder of your life?n Number two, what would you like to do for your heirs? And I think that question sometimes has two parts. What’s the right amount you might might leave your heirs? And then second, what’s the best way to do that?  And if you have a philanthropic vision, how might you include that in your plan in an efficient way?

Well, thank you for an opportunity to share with you a little bit more about Periscope Path.

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