The Legacy Circle
The Legacy Circle
How to Leave a Gift
If you are generously considering leaving a gift, we encourage you to work with your professional advisors to help you determine which type of legacy gift is right for you. In addition, there are many types of legacy gifts you can 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
With every bequest; we recognize these commitments by inviting you to join our Legacy Circle. Not only are Legacy Circle members recognized in our publications, but also with invitations to special events.
If you would like more information about remembering BI with your Legacy Gift, please contact: Jeney Anderson ([email protected])
Please remember that anonymity is always an option.
Honoring Our Legacy Circle Members
We are beyond grateful to the many Becoming Independent supporters who have generously supported our mission, our people and our future. Thank you to:
Eileen Adams
Tony Apolloni and Maria Mar
Norman Chalmers*
Shiah Cherney
Geneva Scheihing Folsom*
Lisa Folsom-Ernst & Richard Ernst
Michael Haddad & Julia Sherwin
Jayne & Peter Hamel
Cami Kahl
Sandy Madsen
Lucia Milburn & Joseph Como
Jack T. Morris*
William Morris*
Lené & John Prior
Ed Rimbaugh
Hilma Schaffer*
June Waite*
Anonymous (4)
*deceased as of 2023.
Charitable Bequest
Your charitable bequest has the ability to strengthen the organization for future generations. There are three types of bequests for you to consider; a specific bequest, a residuary or a contingent.
Charitable Bequest Information
Specific Bequests are made after making specific bequests to relatives, friends and charities.
Example:
“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, CA 95407,
Choose one:
1) The sum of $___________.”
2) __________ shares of stock in ________________Company.”, or
3) my real property commonly known as _________________.” content
Whatever remains after specific bequests, the Residuary Bequest can be given in a residual or a percentage to charity and others.
Example:
“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, CA 95407, all the residue of my estate.” Or … “__% of my estate.”
Contingent Bequest is a gift that takes effect only if the primary beneficiary or beneficiaries of the bequest predecease you.
Example:
“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 1455 Corporate Center Parkway, Santa Rosa, CA 95407, (specific or residual language as above).”
Whichever bequest you are considering, we encourage dialogue now to ensure that your wishes are met. For all additional questions and information, please contact:
Jeney Anderson
Resource Development Manager
707.524.6659 [email protected]