Planned Giving: Leave a Lifesaving Legacy for the Children
Ensure a bright, safe future for generations to come by leaving a gift to Child Advocates of Contra Costa County.
There are many benefits to Planned Giving, not only to the organization you’re supporting but also for yourself and your family.
Potential benefits include:
- Sizable Tax Break: From a financial perspective, the tax breaks are a huge advantage to making a planned giving arrangement. The specifics will vary on a case-by-case basis, but the tax breaks are significant for most.
- Determine When Funds Are Used: When donors donate money to an annual fund they have little say or control on how their money is spent within the organization. Planned giving puts the power into the donors’ hands and lets them specify how the gift will be used.
- Preservation of Our Mission: Many donors want to give a major gift in their lifetime but don’t have the financial means to do so. Planned giving allows donors to give large gifts that help us continue our mission for generations to come.
- Largest Annual Gifts: Planned giving contributions are among the largest gifts a nonprofit will receive (each year), often 200 to 300 times the size of annual gifts.
Wills and Trusts
When you leave a gift to Child Advocates of Contra Costa County through your will or trust, you share your values and beliefs, your accomplishments, your wisdom, and most of all, your heart. Your impact on the lives of children and youth in foster care will continue for many years into the future, ensuring that there is hope and possibility for them.
To help you create a will, we’ve partnered with Life Legacy to make the experience as painless as possible. As always, we encourage you to speak with your financial advisor or attorney about any decisions you make.
Insurance
You can name Child Advocates of Contra Costa County as a primary life insurance beneficiary or as a contingent beneficiary should your other beneficiaries not survive you.
This is an easy way to make a planned gift to support Child Advocates of Contra Costa County. You can designate us as a beneficiary of a retirement, investment, bank account, or current life insurance policy.
The process is very straightforward. Most banks and financial institutions will provide you with a form to complete to indicate the beneficiary or beneficiaries and their respective percentages.
This form is specific to each financial institution so it will require you to reach out and request it. Once you receive this form, you simply name Child Advocates of Contra Costa County as a beneficiary. We’ve made it easy to get started with a beneficiary designation with our preliminary form that gives you specific instructions and our tax identification number to include on the official beneficiary designation form from your bank or financial institution.