Planned Giving

Benefits of Planned Giving

The beauty of a planned gift to LACF is that it benefits the community as well as you, the donor. Planned gifts create meaningful impact that resonates for years into the future.

Your gift will establish your personal legacy and ensure that the issues you care about and the values you cherish will long be remembered.

Your Gift… Your Legacy…

Your planned gift contributes to LACF’s community endowment. The endowment provides consistent nonprofit support, addresses the needs of future generations, and preserves our community’s rich heritage.

Ways to Leave a Planned Gift

Donors who care about the community can make a gift of support while often significantly enhancing their own financial situation and that of their heirs through a variety of tax incentives. A planned gift can give you and your family tax benefits or guaranteed income. We will work closely with you to discuss the planned giving options that best meet your needs and fulfill your philanthropic wishes. By naming LACF in a planned gift you automatically become a member of the Legacy Circle.

The following are planned giving options to consider:

  1. Beneficiary Designations
    Naming LACF as a beneficiary of your retirement funds, such as an IRA, 401k or 403b, or life insurance policy is simple and can avoid significant taxes.
  2. Bequests
    The most popular planned gifts are bequests in wills. Bequests are simple, convenient, and offer many giving options, including cash, securities (stock/mutual fund shares), assets or property.
    Sample Bequest LanguageDonate Stock to LACF
  3. Life Income Gifts
    Gifts such as Charitable Gift Annuities and Charitable Remainder Trusts enable you to make a significant gift now, receive tax benefits, and still receive lifetime income.
  4. Private Foundation Transfer
    Some or all of the assets of a private foundation can be transferred to LACF’s endowment and benefit the community forever.
  5. Memorial & Honorary Gifts
    Honor a family member or friend to celebrate special occasions or memorialize a loved one after their lifetime.

Have you already included LACF in your estate plans? Let us know by filling out the LACF Legacy Circle Membership Confirmation form.

Legacy Circle Confirmation Form

Legacy Circle Brochure

Questions? We’re here to help you! Please contact Joe Eyre, Executive Director, LACF:
650-949-5908
joe.eyre@losaltoscf.org

Los Altos Community Foundation is recognized by the IRS as a 501(c)(3) nonprofit charitable organization. All gifts are tax-deductible to the fullest extent of the law. Tax ID#77-0273721.