Investing in a Healthy Future

Santa Rosa Memorial Hospital Foundation

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Ways to Give

Giving matters. Your gift to Santa Rosa Memorial Hospital Foundation provides the financial support required to make essential improvements, introduce innovation, provide the latest technology and create the healing environments that are so desperately needed.

There are many ways to give, including outright gifts of cash, property or securities, gifts from a retirement account, gifts which provide lifetime income to you, bequests, or employer matching contributions. Find the type of gift that works best for you which matches your personal budget or long-term financial plan.

Gift of Cash

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Your gift matters and we are here to assist you in achieving your personal philanthropy goals.

Cash gifts are the easiest to give and the easiest for us to use. They don't have to be actual cash, of course. Checks, debit or credit cards are the most common ways people donate. (Checks can be made payable to Santa Rosa Memorial Foundation)  You can also set up a monthly contribution that can be automatically charged to a card or account of your choice.

Individual donors receive a tax deduction for 100% of the value of their cash gift. Until the end of 2021, you can deduct an amount up to 100% of your adjusted gross income (AGI). In 2022, the limitation will return to 60% of AGI, with a 5-year carryforward.

A donation to Santa Rosa Memorial Hospital allows us to make essential improvements, offer the latest technology, and create a healing environment for everyone in our community. Our Foundation staff is here to assist you in making your gift. If you would like to make a multi-year pledge, or if you have any questions, feel free to reach out to us.

 

Give online, phone or email.


 katie.kinzel@stjoe.org

    707-547-4680

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Planned Giving

When you include a gift to Memorial in your estate plans, you help advance our mission for many years to come. There are many ways to leave a legacy of caring. These include:

Bequests: A gift to Santa Rosa Memorial from your estate is both easy and versatile and may help you achieve your goals and benefit the hospital in ways that may not be possible through a gift made during your lifetime. A bequest is a favored method of giving as it allows you to maintain control of your assets during you life, and ultimately benefit the hospital. Your gift can be in the form of cash, securities, a tax-deferred account such as an IRA or 401-K, your home or other property.

Life Income Gifts: Gifts such as a Charitable Gift Annuity or Charitable Remainder Trust can provide you with secure income during your lifetime as well as substantial tax benefits. These gifts can be funded with cash, property, securities or other appreciated assets.

Senior couple with financial advisor

Gift of Home: The gift of your home or farm via a Life Estate Reserved, allows you to live in the home for life, but enjoy a significant tax deduction during your lifetime.

Please let us know if you have already included Memorial in your estate plans. If you have, we would like to express our appreciation and welcome you to the Al and Helen Maggini Legacy Society.

If you would like to speak with us regarding gift opportunities involving your estate, please contact Liz Tunney Williams, director of gift planning, at 707-547-4692 or liz.williams@stjoe.org.

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Al and Helen Maggini Legacy Society

The Al and Helen Maggini Legacy Society honors the Magginis’ many years of dedication to the mission of Providence—to improve the health and quality of life of the people in the communities we serve. Al was one of the founders of our Foundation in 1991 and he still continues to provide trusted, wise advice about the needs of the community and how to meet them.

Anyone who has invested in Memorial’s future by establishing a bequest or other planned gift becomes a member of the Society and are acknowledged by inclusion in the Al and Helen Maggini Legacy Society recognition board in the main lobby of Santa Rosa Memorial. Each year, all Legacy Society members are invited to a luncheon that recognizes and honors our thoughtful and committed benefactors.

If you would like to speak with us regarding gift opportunities involving your estate, please reach out to learn more.

 

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Al and Helen Maggini sketch

IRA Charitable Rollover

The IRA Charitable Rollover is now a permanent provision of the federal tax code. It allows donors who are age 70 ½ or older to donate up to $100,000 each year from their IRA. The contribution counts towards your Required Minimum Distribution yet it is not included in your income. A gift from your IRA provides an excellent opportunity to make a gift during your lifetime from an asset that is often subject to multiple layers of taxation if left in your estate.

Transfers must be made directly from a traditional IRA account by your IRA plan administrator. Gifts from 401 (k), 403 (b), SEP or other plans do not qualify for this provision. Contact your plan administrator to initiate.

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Other Ways to Give

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Gift of Securities
A gift of appreciated securities provides you with a tax deduction for the securities' full value at the time of the gift and avoids capital gains tax that you would otherwise owe if the securities were sold.
Contact Us about Gift of Securities
Care@2x
Unique Gifts
There are many ways you can make a difference through gifts of property, precious metals or a gift from a Donor Advised Fund. Please reach out to share your idea.
Contact Us about Unique Gifts

Tax ID & Mailing Address

The Santa Rosa Memorial Hospital Foundation does not have its own tax identification number. It is a department of Santa Rosa Memorial Hospital whose legal name is St. Joseph Health Northern California.

  • Our Legal Name: St. Joseph Health Northern California (dba Santa Rosa Memorial Hospital)
  • Our Tax ID: 81-4791043
  • Legal Address: 3345 Michelson Drive Ste 100 Irvine, CA 92612
  • Mailing Address: 101 Brookwood Ave Ste 202 Santa Rosa, CA 95404

**Please send mail to the Santa Rosa, CA mailing address above**

To donate securely online, visit: www.GivetoMemorial.org

 

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In 2016, St. Joseph Health merged with Providence Health Services. Today, Memorial is part of a 51-hospital system with 1085 clinics and health and social services across 7-states, including California. St. Joseph Health Northern California LLC includes four northern California hospitals (including Santa Rosa) and multiple outpatient clinics and services.

In January 2021, St. Joseph Health rebranded as Providence.

Please feel free to reach out to us at any time with questions about our tax ID status.  

Questions?