planned legacy
Your future. Your values. Your legacy.
Planning for the future starts with what matters most to you. Explore complimentary estate planning guidance and resources to help you protect your wishes, care for the people you love, and shape the legacy you want to leave.
Plan your legacy with purpose
Planned Legacy is DAP Health’s complimentary and confidential estate planning program designed to help you take the next step with greater clarity and confidence.
Whether you’re creating an estate plan for the first time or revisiting an existing plan, Planned Legacy provides a guided process to help you organize your wishes, consider important decisions, and prepare for conversations with your own professional advisors.
No pressure. No obligation. Just a thoughtful way to plan for what matters most.
Estate planning made more approachable
Estate planning can feel complicated, but getting started doesn’t have to be.
Through Planned Legacy, participants receive guidance through a structured estate planning process designed to help identify priorities, organize important information, and think through the decisions that can shape their future and legacy.
Topics may include:
- Your personal and family goals
- Wills and trusts
- Beneficiary designations
Financial and health care wishes - Planning for loved ones
- Organizing assets and important information
- Charitable intentions and legacy giving
- Questions to discuss with your attorney, financial advisor, CPA, or other professional advisors
You do not need to have an existing estate plan to get started.
How Planned Legacy Works
Start the Conversation
Complete the form below or contact Chris Kiser at 760.262.7803 to learn more about Planned Legacy and upcoming opportunities to participate.
Explore What Matters to You
The Planned Legacy process helps you consider your goals, values, loved ones, assets, and the decisions you may want reflected in your estate plan.
Create Your Planning Roadmap
You’ll come away better prepared to discuss your wishes and next steps with your own attorney and other professional advisors.
Planned Legacy is an educational planning resource. It does not provide legal, tax, or financial advice or replace your professional advisors.
A plan that reflects what matters to you
Your estate plan is personal. Planned Legacy is designed to help you think about your future, your loved ones, and the values you want your plans to reflect.
You are not required to make a gift to DAP Health to participate.
For some people, charitable giving becomes part of their legacy. If supporting DAP Health is something you would like to consider, we can also connect you with resources to explore your options.
Explore planned giving
If you’re considering including DAP Health in your estate or financial plans, our planned giving resource center offers additional information and tools to help you explore your options.
There you can learn more about:
- Ways to include DAP Health in your estate plans
- Wills, trusts, and beneficiary designations
- Sample bequest language
- Gifts through retirement assets, securities, real estate, and other assets
- Estate and gift planning tools
- Resources for professional advisors
Use this free, no-obligation tool to find the charitable gift that’s right for you. Calculate deductions, tax savings and other benefits — instantly!
Use this free, no-obligation tool to find the charitable gift that’s right for you. Calculate deductions, tax savings and other benefits — instantly!
Already included DAP Health in your plans?
If you’ve already included DAP Health in your will, trust, beneficiary designation, or other estate plans, we’d be honored to hear from you. Please submit a form below, or email us at [email protected].
Frequently asked questions
What is Planned Legacy?
Planned Legacy is DAP Health’s complimentary and confidential estate planning program. It provides a guided process to help you think through your goals, organize important information, and prepare for the next steps in creating or updating your estate plan.
Do I have to leave a gift to DAP Health to participate?
No. Participation in Planned Legacy does not require you to make a gift to DAP Health.
Is Planned Legacy only for people who already have an estate plan?
No. Planned Legacy can be useful whether you’re starting an estate plan for the first time or reviewing plans you already have in place.
Does DAP Health prepare my will or other legal documents?
No. Planned Legacy is an educational and planning resource and does not provide legal, tax, or financial advice or replace your professional advisors.
What if I’m interested in leaving a gift to DAP Health?
DAP Health offers a variety of planned giving opportunities. You can explore additional resources about wills and trusts, beneficiary designations, retirement assets, securities, charitable trusts, and other giving strategies through our planned giving resources.
Is my information confidential?
Planned Legacy is designed to provide a confidential planning experience. Contact us if you have questions about the process or how information is handled before participating.
Start planning your legacy
Your estate plan should reflect the people, priorities, and values that matter most to you.
If you’re ready to learn more about Planned Legacy, complete the form and a member of our team will follow up with you.
Connect with a member of the Philanthropy Team
There is no obligation to make a gift to DAP Health by requesting information about Planned Legacy.
Prefer to speak with someone directly?
Chris Kiser, Chief Philanthropy Officer
Phone: 760.262.7803
Email us
[email protected]
Send mail
ATTN: Philanthropy
1695 North Sunrise Way
Palm Springs, CA 92262