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Planned Giving

How you can contribute!

There are many options for donors who wish to benefit the Livermore community through The Rotarian Foundation of Livermore.  The Rotarian Foundation of Livermore was incorporated as a 501(c)3 non-profit organization.  It is classified by the IRS as a public charity, and donations are tax deductible.  Depending on an individual’s personal financial situation, there may be various tax benefits, including income tax deductions or estate and gift tax advantages to be gained by utilizing one or more of the ideas described below.  This information is not meant to substitute for legal advice or direction, but merely to spark a conversation between potential benefactors of The Rotarian Foundation of Livermore and their personal Estate Planning Attorney and Tax Advisors.

The following are possible ways that you can contribute:

"Bequests"
If you would like to give a portion of your estate to The Rotarian Foundation of Livermore, then please take this suggested language to your estate planning attorney, and they can help you implement a bequest through your will or trust.

"I give to The Rotarian Foundation of Livermore, a non-profit organization, whose present address is 1080 Concannon Blvd., Ste. 110, Livermore, CA 94550, and it’s successors, the sum of $____________ (or a description of the property devised) (or a ___% of the residue of the estate) to be used for its general purposes."

If you would like, you may specify how The Rotarian Foundation of Livermore is to use the funds you are bequeathing.  Such a specification would be included in the language of your bequest.

"Immediate Gifts"
If you would like to make an immediate gift or donation directly to The Rotarian Foundation of Livermore of cash, real property or other tangible personal property, please contact The Rotarian Foundation of Livermore using the email tab on our website or at the email address: [email protected] .

"Structured Gifts"
If you would like to make a gift or donation to The Rotarian Foundation of Livermore, especially if it is a gift of appreciated assets like real property or stock, in a manner that would allow you to continue to receive a stream of income during your lifetime, or in a manner that would ensure a stream of income or the use of an asset for your other beneficiaries, please contact your estate planning attorney to learn how setting up a specialized trusts, briefly explained below, can allow you to benefit your community

 

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