Bequests and Estate Plan Gifts
Over the years, Children’s Health Council has benefited from the kindness of many thoughtful people—donors, board members, volunteers, and parents—who wished to provide for CHC through their estates. Their bequests were continuations of the generosity they shared with us during their lifetimes.
You may choose to make a gift of cash, securities, real estate, or other assets to CHC through a bequest in your will or living trust. This can be accomplished by adding a codicil to your current will or by making an amendment to your living trust. Your gift may be a specific bequest of a designated sum or asset, or it may be a percentage of your residuary estate.
Possible advantages of a bequest include:
- You will become a member of the Clark Legacy Circle.
- Outright gifts from your estate are entirely free from federal estate taxes.
- Bequests generally are not subject to state inheritance or estate taxes.
- Option to create a separate fund named for yourself or in the name of someone you wish to honor. Named funds remain visible at CHC through the people and activities they support. This visibility also encourages others to give.
- You will memorialize a lifetime commitment to CHC.
Visit our Sample Bequest information page for assistance in drafting language.
We are happy to work with you and your tax and legal advisors to structure the type of planned gift that best fits your financial and philanthropic goals. For more information, please contact our Philanthropy Manager, Jen Bugnatto at 650.617.3857 or firstname.lastname@example.org