ESTATE PLANNING

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Estate Planning

Estate Planning is about leaving a lasting legacy. Anyone with a desire to give can make a legacy gift. There are many ways to incorporate your giving goals into your estate planning, including gifts by will or trust, gifts of retirement plan assets and life insurance, gifts that pay you income and gifts that preserve assets for your heirs.  We are happy to work with you in partnership with your estate planner.

The Advantages of Estate Planning

Your funds and assets are directed to your charitable passion. You can ensure that successive generations of your family will stay involved as advisors to your fund and the principal will remain intact in perpetuity. If family members are not available, the El Dorado Community Foundation Board will continue to direct your funds according to your wishes. You can make the greatest impact while receiving the maximum charitable deduction permitted under state and federal law.

Giving a Legacy Gift is Simple

You include a bequest to the El Dorado Community Foundation in your will and notify us. Upon your death, we establish a fund in the name you’ve chosen. We invest the principal and make grants to your chosen charities from the income, handling all administrative tasks.

Additional Resouces

Donor-Advised-Fund-Policy-Signed.pdf

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Gift-Acceptance-Policy-Signed.pdf

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