Free Estate Planning Guide

Are you ready to begin planning your will or trust? Claim your complimentary Estate Planning Guide today! This valuable resource can help you navigate the estate planning process, ensuring that your loved ones are provided for and protected. Simply provide your name and email address below to access the guide. Don’t leave your family’s future to chance; start planning today!

Your Free Will-Writing Resources Through Giving Docs

Traditionally, estate planning can be expensive and time-consuming. That’s why we’ve partnered with Giving Docs to offer free will-writing resources, providing you peace of mind as you plan your retirement. With many options available, including bequests, charitable gift annuities, and 401(k) designations, this tool is safe, secure, and does not require any sensitive security information. Did you know you can also include Health Care Foundation for Ventura County in your estate plan? This type of donation to HCFVC in your will or trust helps ensure that we continue our mission for years to come. Click below to get started!

If you’d like to share HCFVC’s free will and trust resource with friends, family, or colleagues, please download this QR code:

Obituary Resources and Checklist

An obituary is an announcement that a loved one has passed. It notifies others about the details of any viewing, memorial, funeral, and burial services, shares information about the person’s life, and serves as a long-lasting record for future generations. It also communicates how community, family and friends can give to memorialize a loved one.

Simple, short obituary example:

[Full name], [age], of [place of residence], peacefully passed away on [date of death] due to [cause of death]. [Full Name] graduated from [School] and worked as a [Occupation] at [Company]. [He/She] married [Spouse’s Name] in [Year], and they had [Number] children: [Children’s Names]. [He/She] is also survived by [Other Family Members].

If you would like to leave a gift to a hospital, clinic or most urgent need in Ventura County, please insert the following verbiage in your loved one’s obituary:

How to HCFVC in an obituary example:

In lieu of flowers, we invite you to leave a memorial gift care of Health Care Foundation for Ventura County (HCFVC), 3291 Loma Vista Road, Ventura, CA 93003.  Checks may be made payable to HCFVC and sent to the address above or electronically visit http://weblink.donorperfect.com/HCFVCMemorial .  HCFVC’s website is hcfvc.org and their EIN is 47-1535937.

If you would like to include a QR code to access the HCFVC memorial donation form for a program, family announcement or for electronic purposes you can download this QR code:

Stock Donation Request Email Template

Maximize your impact by donating long-term appreciated securities such as stocks, bonds, and mutual funds directly to Health Care Foundation for Ventura County. Claim your precomposed email template to send to your brokerage, requesting a stock donation to Health Care Foundation for Ventura County!

Simple, short email template example:

Dear [Broker’s Name],

I trust this email finds you well. I am reaching out to discuss a charitable stock donation to Health Care Foundation for Ventura County (HCFVC), and I would appreciate your assistance with this process.

I intend to donate [Number of Shares] shares of [Stock Name] to HCFVC. The ticker symbol for the stock is [Ticker Symbol]. I plan to initiate the transfer on [Intended Date of Transfer].

Could you kindly guide me through the steps required to facilitate this donation? Additionally, please provide me with any necessary forms or information needed from my end to complete the transfer smoothly. My contact at HCFVC is Amy Towner, her email address is am********@ve*****.org and office number is 805-652-3361 in case you have any questions or need to coordinate with HCFVC.

Thank you for your attention to this matter. Your assistance is greatly appreciated.

Best regards,

[Your Name]