Planned Giving Bequest Gift
How to include Legal Services of Northern California in your will.
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Charitable Remainder Trust
A trust is a legal agreement that specifies how the assets placed under the trust will be managed. The charitable remainder trust is an attractive method to achieve a variety of goals while providing income for life and knowing that after your lifetime, the property remaining in the trust will be used by Legal Services of Northern California as you specified.
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Life Insurance Gift
Some of our supporters no longer need their life insurance that was purchased years ago to provide for children or other family members. If that is your situation, please consider donating the policy to Legal Services of Northern California. You may claim a charitable deduction for approximately the policy's cash surrender value, and the proceeds are completely removed from your estate.
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Charitable Lead Trust
Individuals with very large estates can use a charitable lead trust to benefit Legal Services of Northern California and pass principal to family members with little or no tax penalty.
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Retirement Plan Gift
Many individuals today have large qualified retirement plans such as an IRA, 401(k), or Keogh plan. These assets have been growing tax-free for years. Once the owner begins to receive payments from the qualified plans, the distributions are taxed. The plans are also included in the owner's taxable estate. A retirement plan may be an excellent source of funds for making a gift to Legal Services of Northern California.
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