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
A Charitable Remainder Trust May Be Right for You "The weather seems different every day and I keep dressing for yesterday's temperature," thought Al. In semi-retirement there is usually enough time to check the forecast before leaving the house. But Al had been leaving early recently. 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.
Part Gift and Part Sale Sue and Jim Wilson bought their first home many years ago. As they were landscaping in the yard, painting and fixing up that home, Jim was impressed with the home improvement store. More on Part Gift and Part Sale >>.
Current Gifts As is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving. For years, they have created a gift list that includes family members, friends and loved ones.
More on Current Gifts >>.
A Bequest to Further Good Work Nancy and David Atkins were dedicated volunteers. Over the years, they had seen many individuals impacted by the good work of our organization. They wanted to create a legacy to provide future support to continue our mission. More on A Bequest to Further Good Work >>.
Deferred Gift Annuity Several years ago Larry and Allison invested $30,000 in what they believed to be an attractive stock. It turned out to be a very wise decision, because the value of the stock increased to $100,000 a few years later.
More on Deferred Gift Annuity >>.
Steps to Wise Giving
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.
"The weather seems different every day and I keep dressing for yesterday's temperature," thought Al. In semi-retirement there is usually enough time to check the forecast before leaving the house. But Al had been leaving early recently. 
Steps to Wise Giving
