LEGACY SOCIETY

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Think about the impact you want to have in the future

Join the ranks of El Dorado County’s most generous and forward-thinking residents as a member of the El Dorado Community Foundation’s Legacy Society.

What is the Legacy Society?

Members of the Legacy Society have one thing in common: they have all made a commitment to support the future of their community through an estate gift to the El Dorado Community Foundation.

They have other things in common as well. They have worked hard, saved wisely, and invested well. They also understand the power of endowment, knowing that the assets they leave to the community will continue to grow, supporting their philanthropic interests for generations to come.

Legacy Possibilities

  • Leave a specific dollar amount, a percentage of your estate, or what remains after other bequests have been satisfied.
  • You may arrange for your heirs to receive lifetime income from your estate, with the remainder going to the Foundation for charitable purposes.
  • Some of the most tax-efficient asset types to give through your trust come from retirement plan accounts, since heirs would be taxed on the income.
  • Establish a fund now, enjoy giving in your lifetime and earn a full charitable deduction on estate taxes. Then simply name your fund as one of the recipients of your estate.
  • You can change the charitable beneficiaries of your fund at any time without needing to re-do your estate documents.
  • Remember that the Foundation can be designated as a contingent beneficiary on life insurance policies and/or death benefit certificates.

Make it simple

Adding a legacy gift in a will or trust is as simple as adding the following wording:

  • I give and bequeath (fill in gift specification) to the El Dorado Community Foundation, a California nonprofit organization.
  • The purpose of this gift is (fill in your wishes to establish an endowed fund, OR simply designate an existing nonprofit).

Legacy Society Members

Mark & Sherri Acri
Joyce Amlick
Maryann Argyres
Jasara & L.T. Bento
Jim & Maureen Carter
David & Panadda Cook
Laura Dietz
Harry Dunlop Family
Bill Fuser & Lois Patrick
Clifton Gary & Teresa Mathews Gary
Carl & Pam Hagen
Reneé Hargrove
Mike & Cathy Harris
Stephen & Gail Healy
Alice Henry
Charlotte Higgins & Irene Goleski
Ruben Jessup Family
Msgr. James C. Kidder
Jeffrey & Barbara Lee
Teresa Mizuhara & Bill Smith
William & Kristine S. Moore
Dr. Karen Nishimura
Donald & Kathleen Peek
Dr. Sarah Pender
Doug Rice
William Roby
Vern & Chris Sanders
Terry & Ellen Stigall
Annemiek Storm
Doug & Karen Tustin
Lori & Daryl Warden
Ernest Wolf
Paul Zappettini & Erin Dealey
Kris Zappettini & Bradley Glanville

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