Ways of Giving

Ways to Give

By choosing the type of gift you wish to give John Muir Health Foundation, you can make the donation that means the most to you. Options include:

  • An unrestricted gift, which will help where the need is greatest within John Muir Health
  • A gift to support a specific program or service line, such as oncology or cardiology
  • A campaign gift, which will help support the building projects on the Concord and Walnut Creek campuses

Regardless of the type of gift, you can be certain that it will be used to ensure the highest level of healthcare for our community now and in the future.  

Online

Use our convenient online gift form to make a gift now using Visa or MasterCard.

By Mail

Download, print, and complete the gift form and mail with payment to:

John Muir Health Foundation
1400 Treat Boulevard
Walnut Creek, CA   94597

If you would prefer to make your gift by check, please make check payable to John Muir Health Foundation.

Gifts of Stock

Donating appreciated securities to John Muir Health Foundation is simple and offers a number of financial benefits:

  • You receive an immediate income tax deduction for the fair market value of the securities on the date we receive the securities in our account, no matter what you originally paid for them.
  • You pay no capital gains tax on the securities you donate.

Please follow these steps when making your stock donation:

  1. Contact John Muir Health Foundation
    Please call us at 925-947-4449 and let us know of your intention to make this gift so that we may thank you!

  2. Instruct Your Broker
    Please instruct your broker to notify John Muir Health Foundation prior to transfer, so that your gift will be processed quickly and acknowledged properly for tax purposes. (Many people are surprised to learn that we are not automatically notified, so instructing your broker to contact us is enormously helpful and deeply appreciated).

  3. Transfer Your Shares

Request your broker transfer to our preferred agent:

Charles Schwab
Account # 4761-3255
DTC 0164

(The Charles Schwab helpline is 800-435-4000 should you have any difficulty. Enter the account number and request “representative”.)

Charles Schwab is our preferred agent because of its discounted fees, so more of your gift goes to John Muir Health Foundation. 

Property

You can give property such as real estate and other assets. These gifts and other gifts-in-kind provide tax advantages but may require independent appraisals to meet IRS guidelines.

Matching Gifts

Many corporations will match the philanthropic contributions of their employees and other eligible individuals (officer, board member, retiree, spouse) to a not-for-profit healthcare organization. Consult your human resources department for more information.

Estate Gifts

By remembering John Muir Health with a bequest in your will, you can have a long-lasting impact on medical care in our community. Your bequest may qualify for an estate tax charitable deduction. When making a bequest, we urge you to consult with your attorney and other advisors, as well as the staff of John Muir Health Foundation.

Leave a legacy

Charitable Trusts

These planned gifts can provide a wide range of benefits to you, your loved ones, and John Muir Health. For example, charitable remainder trusts and pooled income trusts provide income for life for the donor and/or other beneficiary in addition to estate tax deductions.