Planned Giving
Sutter Medical Center Foundation
Charitable gift planning, in concert with your personal long-term financial and estate planning, offers important tax benefits now and in the future.
We have put together some terrific new Web pages all about planned giving, filled with useful information, resources, and brochures about giving options—from simple to more complex—and even an interactive gift calculator to help with planning. Learn more…
Recognition for your legacy
Your planned gift brings you membership in the Heritage Circle, listing on the Heritage Circle displays in the lobbies of our hospitals and invitations to special presentations by our physicians and key leaders. Learn more...
Personal Assistance
Our gift planning staff will give you accurate, fair and reliable information on virtually every estate planning concern you have. You may consult about a gift or receive a charitable gift analysis at no obligation or cost to you. All inquiries will be held in confidence.
Katherine Keeney
Executive Director
(916) 733-3863
keeneyk@sutterhealth.org
Matt Laufman
Director of Planned Giving
(916) 286-8124
(916) 286-8143
laufmam@sutterhealth.org
Legal Terminology to Implement Your Bequest
Please ask your lawyer to use the Foundation's suggested language for wills and living trusts.
Information for Your Lawyer
Sutter Medical Center Foundation
Office of Gift Planning
2800 L Street, Suite 620, Sacramento, CA 95816
Tax ID: #94-2788906
I have left a bequest or named the Foundation as a beneficiary of my estate and would like to join the Heritage Circle. Learn more...
IRA Rollover Provision Reinstated Through 2009--Americans aged 70½ and older can take tax-free distributions from their IRAs and have those funds directly transferred to a not-for-profit organization, such as Sutter Medical Center Foundation.
Learn More…