ELEVATING HUMAN ABILITIES SINCE 1967

Legacy Gifts

Your legacy gift to BI will help us elevate human abilities for the mutual benefit of our community. The vast majority of legacy gifts are made by bequest through a will or trust. There are also life income gifts that provide you a steady stream of revenue, offer significant tax advantage, and ultimately benefit us. Many types of assets, in addition to cash, can be used to make a legacy gift. We encourage you to work with your professional advisors and our staff experts to help you determine which type of legacy gift is best for you. In addition, there are many types of legacy gifts you can easily make without incurring the services of your professional advisor. All you need to do is fill out your provider’s paperwork for the following gifts:

  • IRA or pension plan
  • life insurance
  • stocks and bonds
  • savings / checking accounts
  • donor advised fund
  • commercial annuity

 

For more Information:

Lisa Folsom-Ernst, Fund Development Director / (707)524-6751 / lfernst@becomingindependent.org

Jayne Hamel and daughter, Alison, are both part of the BI family. Read why Jayne and her husband are making a legacy gift to BI.

FOLLOW US