Plan a simple bequest

Many donors choose to leave charitable assets upon their deaths. Including a charitable bequest in your will is a simple way to make a lasting gift to our community.

Bequest by will

When you make this gift through Placer Community Foundation, you choose a portion of your estate to leave to the Community Foundation. Upon your death, we establish a special fund that benefits the community forever and becomes your personal legacy of giving.

Why make a bequest

By making a bequest, you are able to distribute some or all of your assets, tax-free, for the good of the community. You establish your legacy, while enjoying the assets you need to maintain your current lifestyle.

How to bequeath a gift

• You can decide to make a bequest to charity at any age by adding to an existing will or drafting a new one. Sample bequest language is available and we are happy to work with you and your lawyer or professional advisor.
• You can give cash, appreciated stocks, or other assets. Some of the most tax-efficient asset types to give through your estate plan come from retirement plan accounts, since heirs would be taxed on the income in respect of the decedent.
• Through your will, you can choose to give a stated dollar amount, a specific property, a percentage of your estate, the remainder after distributions to other beneficiaries, or you can make your gift contingent on certain events.

Sample bequest language is available.

Does a free, personalized analysis of your charitable assets giving and objectives sound helpful? Contact us and we can draft a variety of scenarios. We can also work in tandem with your financial advisor.