Bridge of Hope Society


The CHOC Bridge of Hope Society recognizes professional advisors who have demonstrated a commitment to the CHOC Children’s Foundation by working to advance philanthropy and encourage charitable giving to our organization.

Membership is exclusively for those advisors in the fields of law, tax, financial services, wealth management, insurance and real estate who have been instrumental in facilitating one or more planned gifts to CHOC Children’s (written verification required).

Opportunities Include:

  • Recognition in the CHOC Children’s Annual Report to the community
  • Recognition on the CHOC Children’s Foundation Planned Giving website
  • A beautifully framed art piece created by one of our CHOC patients to display in your home or office
  • An invitation for the member and a guest(s) to attend the annual CHOC Bridge of Hope Luncheon
  • Invitations to participate in signature CHOC Children’s events such as The Taste of Downtown Disney, the CHOC Children’s Golf Classic and the CHOC Gala

To become a member of the CHOC Bridge of Hope Society, please complete and return the non-binding Planned Gift Notification Form to Denise Ogawa, Associate Director of Planned Giving (contact information is given on the form).

Bridge of Hope Members

Adams, Carol Young
Bashaw, Maria
Batchelor, Whit
Bergkvist, Margo
Blek, Charles
Bourdelais, Scott
Brown, Matt
Burns-Haindel, Jeanne
Cabo, Gregory
Carney, Valisa
Carroll, Mark
Eichenauer, Ryan
Emmes, David
Filippi, Dan
Fukuto, Erin
Gabbard, Renee
Gillis, Elizabeth
Gray, Thomas
Hermann, Ira
Hunsberger, Don
Kinsey, Jillian
Knauss, Varla and Curtis
Leese, James
London, William
Lorin, Ken
Porter, Barry
Salinger, Tom
Sherak, David
Skerik, Chris
Terpestra, Nick
Voorhees, Tim
Walsh, Michael
Wilson, Mark

A charitable bequest is one or two sentences in your will or living trust that leave to CHOC 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 CHOC Children's Foundation, a nonprofit corporation currently located at 1201 West La Veta Avenue, 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 CHOC 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 CHOC 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 CHOC 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 CHOC where you agree to make a gift to CHOC 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.

Personal Estate Planning Kit Request Form

Please provide the following information to view the materials for planning your estate.

eBrochure Request Form

Please provide the following information to view the brochure.