City of Hope Planned Giving • Fundamentals of Wills and Trusts

Contact: 800-232-3314 | plannedgiving@coh.org

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Your free copy of Fundamentals of Wills and Trusts, and other resources from the Your Life, Your Plan series, is just a click away.

Your Life, Your Plan: Get it Done in Five Easy Steps

Getting Started: Discover the essentials, learn your options and map out your goals.

Getting Organized: Locate and organize all your important documents.

Fundamentals of Wills and Trusts

Possessions That Transfer Separately from a Will or Trust: Ensure your plan includes all possessions.

Special Planning Considerations: Address what should also be part of your planning.

Getting Started: Discover the essentials, learn your options and map out your goals.

Getting Organized: Locate and organize all your important documents.

Fundamentals of Wills and Trusts

Possessions That Transfer Separately from a Will or Trust: Ensure your plan includes all possessions.

Special Planning Considerations: Address what should also be part of your planning.

What’s Inside Fundamentals of Wills and Trusts

How to find a qualified estate planning advisor
Five questions to ask a prospective advisor
Details to include in your will or trust
How to choose an executor wisely
What you need to know about trusts, including examples
And a quiz to test your knowledge

What You’ll Learn from the Series

Fundamentals of Wills and Trusts is part three of the five-part Your Life, Your Plan estate planning course. The series includes worksheets, checklists, tips and recommendations that walk you through the planning process with periodic opportunities to test your knowledge.

Here is a sampling of the useful information you’ll receive:

A checklist to determine if it’s time to create or update your plan
Tips for choosing your executor
An estate planner interview checklist
Guidance for creating your digital estate plan
Strategies for helping a loved one with special needs
Recommendations for communicating your wishes and your values
And much more

Choose the information you would like to receive:

Choose the information you would like to receive.*
- Yes! Please send me Fundamentals of Wills and Trusts.
- I would also like to receive other information from the Your Life, Your Plan series:
- Getting Started
- Getting Organized
- Possessions That Transfer Separately from a Will or Trust
- Special Planning Considerations
About my relationship with City of Hope:
- I was/am being treated at City of Hope.
- I am a relative of someone who was/is being treated at City of Hope.
- I am a friend of someone who was/is being treated at City of Hope.
- I have friends/family who have been touched by serious illness.
- I am current City of Hope staff.
- I am former City of Hope staff.
Thank you for letting us know that you are considering including a gift in your will for City of Hope. We hope you will share with us the status of your intended gift.
- I am pleased to let you know that I have completed the gift in my will or trust or by beneficiary designation for City of Hope.
- I expect to finalize the gift in my will in the next 3 to 6 months.
- I am still considering a gift in my will or trust. Please contact me to discuss:
- Including a gift for City of Hope is not something I think I will do.
Q3) Dropdown for "I am still considering a gift in my will or trust. Please contact me to discuss:"
- Designating my gift for a particular City of Hope program.
- Honoring or memorializing someone with the gift in my will.
- Questions that I have about leaving a gift in my will.
How would you prefer to be contacted?
- By email
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- By email/online and by mail
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The content found on this site is general in nature and intended to be used for informational purposes only. It should not be relied upon as legal, tax, accounting or other professional advice. To determine how a gift or estate planning decision might affect your particular circumstances, it is expressly recommended that you consult an attorney, financial advisor or other qualified professional.

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800-232-3314

City of Hope is located at 1500 E. Duarte Road, Duarte, CA 91010.
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City of Hope is a 501(c)(3) tax-exempt organization (EIN: 95-3435919), and your donation is tax-deductible within the guidelines of U.S. law.

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