Making a Planned Gift

We are pleased that you have an interest in learning about the many benefits of making a planned gift. If you have any questions about the best way for you to benefit through a planned gift, please contact Julie Heggeness at (949) 764-7206 or Julie.Heggeness@hoag.org or Joni Ukegawa at (949) 764-7207 or Joni.Ukegawa@hoag.org.

Donor Stories Donor Stories Learn how others have made an impact through their acts of giving to our organization and others. Explore the many benefits of charitable gift planning. More	Gift Options Gift Options Find out What to Give and learn about the best assets to make a planned gift. Learn about gifts of cash, securities and property. Learn How to Give and discover gift options that provide tax and income benefits. Discover the best planned gift to meet your goals. More	Personal Planner IRA and 401(k) Designated Beneficiary Options Each year, IRA and 401(k)s are subject to required minimum distributions (RMDs). Because the distributions start... More