Welcome to Tri-City Hospital Foundation Office of Gift Planning
Thank you for your interest in Tri-City Hospital Foundation. Our hope is to serve you and your family with helpful information. We have an increasing number of friends at the Foundation now benefiting from gift plans that can actually provide income for living, in addition to some wonderful tax savings. Thank you for taking the time to explore the benefits of gift planning.
Wills Guide Presentation
Learn how you can avoid an accidental disinheritance. View our Wills Guide Videos. Click here to learn more.
IRA Rollover Gifts
To learn more about IRA Rollover Gifts, click the Launch button.
Weekly Article
Create a Legacy This Summer A smile crossed Bob's face as he stepped onto the sand. A fold-up chair was under one arm, along with his newspaper. He carried an umbrella and a beach towel on the other side. The brim of his hat just cleared the top of his sunglasses. More ...
Benefits For Family and Tri-City Hospital 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.
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, Tri-City Hospital Foundation 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 >>.
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.
Thanks very much for visiting us! I would be very pleased to help you. Simply click here to email me at your convenience.
Dale Wallenius Senior Director
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 Dale Wallenius at the Foundation at 760-940-3344 or send Dale an e-mail at walleniusdk@tcmc.com.
If you are a professional advisor, you may take the following steps on this site.
A smile crossed Bob's face as he stepped onto the sand. A fold-up chair was under one arm, along with his newspaper. He carried an umbrella and a beach towel on the other side. The brim of his hat just cleared the top of his sunglasses. 
Steps to Wise Giving
