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City of Hope
Thank You For Being a Citizen of Hope
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Future Cures Made in City of Hope
Dear Citizen of Hope ,

Because you have joined us in the fight to save lives here in California and all over the world, you are a Citizen of Hope. As our way of saying thank you, here's a checklist you might want to consider if you are starting the new year by taking stock, planning and tackling long overdue tasks:

Appoint a health-care proxy and designate a power of attorney to handle legal, medical or financial affairs if you are unable to do so.
Review and/or update beneficiary designation information associated with your retirement accounts, life insurance policies and bank/brokerage accounts.
Create or update your will or trust.
Research long-term care insurance.
Review your Social Security records for accuracy.
Incorporate your charitable goals into your plans and consider making City of Hope one of your beneficiaries.

For a complimentary estate planning toolkit and tips for reducing estate, capital gains and income taxes while creating a legacy of hope, request our complimentary planning publications.

Thank you for being a Citizen of Hope. Wishing you a healthy and prosperous new year!

Sincerely,

Amy Goldman Amy Goldman
Vice President, Planned Giving
plannedgiving@coh.org
800-232-3314
This information is not intended as legal, accounting or other professional advice. For assistance in charitable planning, always engage the services of a qualified professional.

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