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Gifts are Seeds That Bloom Later

Donor Photo

For Mario Diaz, Wells Fargo Foundation's Regional Vice President for the San Francisco Bay Region, supporting hospice is a personal as well as professional matter. His father, Carlos Miguel Diaz, was cared for in his final days by hospice.

Hospice is crucial

"Hospice helped my mother and family profoundly in that important transition. Hospice staff understand dying — both the physical and emotional process and have a crucial role in educating families." Diaz's Aunt Mary was also cared for by hospice and Diaz was very supportive of his cousins' decision to bring in hospice.

"I always mention hospice to others when I know they are facing an end-of-life situation. Hospice brings a soothing quality to the situation. They're like angels. I was so grateful they could be there for my father."

Donor Photo

Bring passion to your work

Diaz credits his father with teaching him about the importance of enjoying life and bringing passion to work. "My father was a part of the American Dream. He was a first generation American, his parents having immigrated from Mexico. He graduated from UC Berkeley and returned to Southern California to help his family with a string of restaurants and bars they owned. He was passionate about Mexican culture and about all of life."

Diaz came to Wells Fargo 22 years ago, joining the Foundation four year later. He has been crucial to the holistic approach that Wells Fargo Foundation takes to their philanthropy, supporting their employee volunteers and nonprofits in creative and innovative ways.

Wells Fargo Foundation has chosen to underwrite this publication because of their belief in the importance of planned giving to nonprofits. Diaz likens those who choose to make a planned gift to gardeners. "You plant a seed when you decide to make the gift and years later it flowers. Planned giving is a way to make your effect felt forever." Pathways is grateful to Diaz and the Wells Fargo Foundation for their foresight and generosity.

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Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. California residents: Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. Oklahoma residents: A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. South Dakota residents: Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.

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A charitable bequest is one or two sentences in your will or living trust that leave to Pathways Home Health and Hospice a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

"I give to Pathways Home Health and Hospice, a nonprofit corporation currently located at 585 North Mary Avenue, Sunnyvale, CA 94085, or its successor thereto, ______________ [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to Pathways or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the potential tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to Pathways as a lump sum.

You fund this trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to Pathways as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and Pathways where you agree to make a gift to Pathways and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.
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