Leave Your Legacy
Many Becoming Independent supporters have included us in their wills or with another type of legacy gift. Their foresight, and yours should you choose to join them, strengthens and helps ensure the future of BI. We are especially grateful to you for a bequest, setting up a life income gift, or some other type of legacy gift. We’ll recognize your commitment by inviting you to join our June Waite Legacy Circle. We’ll recognize Legacy Circle members in our publications, and with invitations to special events. Anonymity is always an option.
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
June Waite Legacy Circle
June Waite Legacy Circle acknowledges supporters who have made a legacy gift commitment to BI. Gifts of all sizes are welcome and ensure that BI’s ability to elevate human abilities is sustained for future generations.
We honor June Waite Legacy Circle members through:
– Acknowledgment in BI publications (unless you refer to be anonymous)
– Invitation to special events
THANK YOU to these June Waite Legacy Circle members who are leaving a legacy gift to BI:
Tony Apolloni and Maria Mar
Geneva Scheihing Folsom*
Lisa Folsom-Ernst & Richard Ernst
Michael Haddad & Julia Sherwin
Jayne & Peter Hamel
Lucia Milburn & Joseph Como
Jack T. Morris*
Lené & John Prior
as of 2021.
Your charitable bequest is the most important type of gift for building BI’s future. When received, your bequest will strengthen the organization for future generations.
There are three types of bequests for you to consider. Residual bequests are often made after making specific bequests to relatives, friends and charities. Whatever remains after specific bequests (the residuary) can be given in percentage to charity and others.
When you place a specific or residual / percentage bequest in your will or living trust and notify BI, we will invite you to become a member of the June Waite Legacy Circle. If you are considering a restriction we encourage dialogue now to ensure that your wishes are met.
“I give, devise and bequeath to Becoming Independent, a nonprofit corporation of the State of California, tax ID #94-2641147, located at 1455 Corporate Center Parkway, Santa Rosa, California 95407,
1) The sum of $___________.”
2) __________ shares of stock in ________________Company.”, or
3) my real property commonly known as _________________.”
Residual / Percentage:
“I give, devise and bequeath to Becoming Independent, a nonprofit corporation of the State of California, tax ID #94-2641147, located at 1455 Corporate Center Parkway, Santa Rosa, California 95407, all the residue of my estate.” Or … “__% of my estate.”
“In the event of the death of any of the beneficiaries, I give, devise and bequeath to Becoming Independent, a nonprofit corporation of the State of California, tax ID #94-2641147, located at ID #94-2641147, located at 1455 Corporate Center Parkway, Santa Rosa, California 95407, (specific or residual language as above).”
For additional information, please contact:
Lisa Folsom-Ernst, Resource Development Director
707.524.6751 | firstname.lastname@example.org