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Welcome to St. Joseph Hospital Foundation
Gift and Estate Planning

Thank you for your interest in St. Joseph Hospital. Our hope is to serve you and your family with helpful information. We have an increasing number of friends at St. Joseph Hospital of Orange who now are benefiting from life income gifts, gift annuities and other plans. Thank you for taking the time to explore the benefits of gift planning. 

Dear Friends:

St. Joseph Hospital Foundation is pleased to sponsor a series of financial workshops to address the most frequently asked questions and concerns about preserving your assets for yourself and your heirs. The Orange Public Library has graciously offered to host these workshops in their beautiful new building, with easy access parking. The workshops are being offered at no cost to the attendees as a benefit to you, "our dear neighbor." Light refreshments will be served.

Each workshop will be conducted by a professional from our own Orange County community and is strictly educational. It is our promise to you that NO financial products will be sold, NO professional will receive your mailing address or phone number and NO one will solicit a donation. It is our hope that these workshops will provide you an opportunity to obtain valuable information and answers to your most worrisome questions - the ones that keep you awake at night - from a trusted source.

These workshops have been given in other locations in our county for several years with very favorable response from the attendees. It is our pleasure to sponsor them in this convenient new location in our community. The first series, "It's Your Estate" will be held on Wednesday mornings from September 10 - October 29, 2008, 10:30 a.m. -12:00 p.m. There are eight workshops in the series and you may attend any number. Please click here for details about the series topics and workshop content. There is no cost to you, but reservations are required.

Please RSVP to: Monica Hunter, St. Joseph Hospital Foundation at 714-771-8211 or Julie Kramer, Orange Public Library at 714-288-2470.

With warm regards,


Carolyn A. White, CSPG
Director, Major and Planned Gifts


Benefits for Family and St. Joseph Hospital of Orange

There are several types of plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.

The Retirement Unitrust
Mary Friendly grew up on a farm. When her parents passed away, she inherited the farm. When Mary was growing up, the farm was out in the country. The city now has grown until the farm is now within the city limits. Several developers would like to build homes on the farmland. More on The Retirement Unitrust >>.


Generous IRA Gift
Jerry is a fireman who volunteers for a number of charities in his community. Recently, St. Joseph Hospital shared an opportunity to join in a new program with a positive impact. Jerry was excited to help, but a lead gift of $10,000 was needed to start the program. More on Generous IRA Gift >>.


Property Turns Into Income
Miranda Jackson lived in the family home where she and her husband had raised their three children. After her husband passed away, Miranda found it increasingly difficult to care for her property. More on Property Turns Into Income >>.


Flexible Deferred Gift Annuity
Lewis is a 54-year-old executive at a large healthcare company. He purchased company stock during years when the stock price was low, and now the stock has grown substantially to $118,000. More on Flexible Deferred Gift Annuity >>.


Steps to Wise Giving

There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.


Carolyn A. White, CSPG
Director, Major and Planned Gifts
Thanks very much for visiting us! I would be very pleased to help you. Simply click here to email me at your convenience.


Professional Advisors

We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact Carolyn.a.white@stjoe.org, monica.hunter@stjoe.org.

If you are a professional advisor, you may take the following steps on this site.







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