Planned Giving

Planned Giving

Many people are surprised to learn that they can make a much larger gift to the Barlow Foundation than they ever thought possible – through a planned gift. Below you will find information for you and your professional advisors about making a planned gift to the Barlow Foundation to support the mission of Barlow Respiratory Hospital.

Create Your Legacy with the Barlow Foundation

With a simple gift that costs nothing during your lifetime, you can make a transformational difference in countless lives. Use your will power, like Barlow Foundation Secretary Nancy Katayama!

Nancy Katayama

Bequests are so simple, and take many forms. If the Barlow Foundation is one of your most important charitable causes, you can make a lasting impact for years after you’re gone. When you remember the Barlow Foundation in your will, you leave a lasting legacy to your values as you help continue our work far into the future.

Why you should consider including a gift for the Barlow Foundation in your will:

  • It’s simple to do. It can be as easy as including language stating, “I give 10% of the net value of my estate to the Barlow Foundation.”
  • You can change your mind. We won’t receive the gift until after your death. During your lifetime, you can amend anything you choose, i.e., beneficiaries, amounts, etc.
  • Tax-wise, it could be beneficial. Gifts to qualified charitable organizations reduce the value of your estate for estate tax purposes.
  • It’s an easy way to support the Barlow Foundation. Bequests of every size build our future financial strength and will help us treat patients for years to come.

How you include a gift in your will or revocable trust depends on what you want to accomplish, and what you want to give to the Barlow Foundation. Here are some options:

  • Give a percentage of your estate — e.g., “I give 25% of the net value of my estate as finally determined for federal estate tax purposes to the Barlow Foundation.”
  • Give a percentage of the residue of your estate — the amount left after specific bequests have been given to individuals and organizations; e.g., “I give 25% of the rest, residue, and remainder of my estate to the Barlow Foundation.”
  • Give a specific dollar amount or item of property; e.g., “I give the Barlow Foundation $25,000” or “I give the Barlow Foundation 100 shares of IBM stock.”
  • Let your legacy mirror your passion. Besides choosing how your bequest will come to us, you also have a say in how it will be used and acknowledged here:
  • Make the gift unrestricted—it will be used for the top priority need identified by the leadership of the Barlow Foundation.
  • Make the gift restricted, i.e., to support a specific area of interest.
  • Set up a named fund, e.g., the Family Fund for Research.
  • Memorialize or honor a loved one: “This gift is made in memory of my loving husband, a friend of the Barlow Foundation.”
  • Include a bequest as part of your gift in support of our capital campaign to build the new Barlow Respiratory Hospital, Breath Deep, Aim High. (link to campaign page)

To learn more about how you can support Barlow Respiratory Hospital by including the Barlow Foundation as a beneficiary in your will, trust, bank account or other financial instrument, please contact us at foundation@barlowhospital.org or call us at 213-202-6816.

Charitable Gift Annuity

In exchange for your contribution of $10,000 or more for a Barlow Foundation Charitable Gift Annuity, we’ll pay you a high, guaranteed and secured annuity rate for life. After your lifetime, your gift will be used to support the ongoing work of Barlow Respiratory Hospital.

You can fund charitable gift annuities with cash, stock, mutual funds or real estate. Gift annuities can be structured to pay you, you and a loved one, or one or two people you designate. And they can begin paying right now, or you can defer them to another future date that you select.

Please call us for current rates for one- and two-life charitable gift annuities and for a personalized, complimentary illustration of what your new income stream could look like.

Barlow Foundation Charitable Gift Annuities are issued via an agreement with the University of Southern California.

The Solano Society

The Solano Society is named for Alfred and Ella Brooks Solano (Dr. W. Jarvis Barlow’s in-laws) who were, with Dr. Barlow and J. B. Lankershim, the founding donors of the Barlow Sanatorium in 1902. To honor their indefatigable, lifelong support of Barlow, we established the Solano Society to recognize those who have chosen to give a gift to Barlow through their estate plan. If you have already made a gift by naming the Barlow Foundation as a beneficiary of your will, trust or a financial account, please let us know so we may thank you and welcome you into the Solano Society.

For more information or assistance in making a planned gift to the Barlow Foundation or to join the Solano Society, contact our office today at 213-202-6816 or foundation@barlowhospital.org.

For Your Professional Advisors

Our legal name is the Barlow Foundation, and our street address is 2000 Stadium Way, Los Angeles, California, 90026.

The Barlow Foundation is a 501(c)(3) charitable organization.
The Barlow Foundation’s tax identification (EIN) number is 95-4560787.
Contact foundation@barlowhospital.org to request documents related to our nonprofit tax status.