Linda Solow Jaffe,JD CFRE Vice President, Gift Planning
Thank you for your interest in John Muir Health Foundation. Our hope is to serve you and your family with helpful information. We have an increasing number of friends at John Muir 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.
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Health and Wealth December 10, 2009, 4:00PM-6:00PM John Muir Medical Center - Concord Campus, Lesher Auditorium Dr. David Birdsall speaking on "Your Emergency Department and You" Event sponsored by City National Bank For more information
Wills Guide Presentation
Learn how you can avoid an accidental disinheritance. View our Wills Guide Videos. Click here to learn more.
Personal Planner
Income for Surviving Spouse Harold and Helen were concerned about planning for the future. They had built a substantial estate of $1,200,000. When Harold was 70, he rolled over his $400,000 qualified retirement plan into an IRA. More ...
Benefits For Family and John Muir Health Foundation
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.
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.
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 foundation@johnmuirhealth.com.
If you are a professional advisor, you may take the following steps on this site.
Harold and Helen were concerned about planning for the future. They had built a substantial estate of $1,200,000. When Harold was 70, he rolled over his $400,000 qualified retirement plan into an IRA. 
Steps to Wise Giving