Leave a Legacy

We all want to make a difference in the world and leave behind a lasting imprint on our society. When it comes to investing in the long-term success of local people, no organization is more committed to meeting the community’s diverse needs as Community Bridges. Together, we can make our community a better place for generations after us.

Bequests

Leaving a gift in your will or trust is a powerful way to express your values now – and strengthen our community’s future. The right planned gift can provide you and your loved ones with tax and income benefits, while leaving a lasting impact on the people and programs that mean the most to you. To leave a gift in your will or trust, just discuss this language with a qualified
professional:

“I bequeath $_____ or _____% of my estate to Community Bridges, tax ID# 94-2460211, located at 519 Main
Street, Watsonville, CA 95076.”

Legacy Giving – Common Options

You can decide to leave your gift for general purposes, or for a specific program. You can direct your planned gift to the general fund, or to our endowment.

It is Easy!

  • You can name Community Bridges in your will or living trust.
  • You can name Community Bridges as a beneficiary of your retirement plan or insurance policy.
  • More complex options, like charitable remainder trusts and charitable gift annuities, can be set up easily with the help of a financial advisor.

Legacy Gifts are Caring Gifts for the Future

Our largest gifts have come from bequest donors. These thoughtful and caring gifts support important services over many years. Your legacy can truly live into the future with a little planning today.

Appreciated Assets

Stocks and gifts of appreciated assets, including appreciated shares of stocks and mutual funds, may be some of the most tax-efficient ways to give. If you have securities that have increased in value, you may receive a deduction based on the full appreciated value, and you might also avoid the capital gains tax that would have been due had you sold the shares.

Community Bridges uses the firm LPL Financial to handle all electronic transfers of stock. Your broker can transfer directly your gift to our account using this information:

  1. Receiving Account Registration: Community Bridges– A nonprofit organization
  2. Receiving Account Number: 51042048
  3. DTC number for LPL Financial: 0075

Please have your broker include your name and contact information when making the transfer. Community Bridges’ contact at LPL Financial is Cole J. Strickland, who may be reached at (831) 818-1917 or cole.strickland@lpl.com.

Upon completion of your stock transfer, please complete this Stock Transfer Form and return to:

Community Bridges
519 Main Street
Watsonville, CA 95076

Retirement Benefits

IRAs, 401(K), 403(B) and other retirement accounts grow tax-deferred, often becoming quite large over the years. Unlike many other types of investments, funds withdrawn from retirement accounts can be taxable to you and, eventually, to your heirs. Retirement accounts left to Community Bridges are removed from your estate for federal estate tax purposes. Plus, there is no income-tax assessed against your estate or your heirs when the funds are transferred to Community Bridges, allowing you to avoid multiple taxes.

If you are over 70 ½, you are required to take distributions from an IRA. Instead of creating a taxable event for yourself, make the distribution a charitable gift. As long as the distribution is paid directly to Community Bridges from your IRA administrator, the amount will not be counted in your taxable income for the year, which may result in tax savings for you!

Join the Community Bridges Founding 100

Community Bridges is creating sustainable solutions to support our mission. Relying on government funding to support our programs simply isn’t enough. In 2014, we started an endowment to ensure that the safety net we have created will continue to grow for generations to come.

We invite you to join the “Community Bridges Founding 100.” This group will consist of 100 members that donate $1,000 or more to the Community Bridges endowment, helping us create lasting solutions to issues of poverty, health, and education in our community.

100% of profit from our endowment will be used to support the operations of our programs, strengthening this vital community.

Thank you to our first Founding 100 members:

Raymon & Trisha Cancino
Paul & Teresa Carrubba
Leland & Susan Faust
Barbara and Allen Frank
Ralph and Julie Kimball
Jerry Lopez & Ana Espinosa
The Solari Mazry Family Fund at Community Foundation Santa Cruz County
Susan Marinshaw
O’Connell Family
The Rinker-Kan Family
Paul & Baylee Whitted

Questions? Contact Anna Vaage, Sr. Development Analyst, at 831-688-8840 x205 or annav@cbridges.org.

Get Ready to Bid & Make a Difference!Our exciting live auction features exclusive getaways, one-of-a-kind experiences, and luxury items you won’t want to miss.Here’s a sneak peek:🌴 Beachfront Bliss in Puerto Vallarta Enjoy five nights in a stunning 2-bedroom, 2-bath condo just steps from the ocean. Soak up the sun, indulge in world-class cuisine, and sip margaritas in one of the world’s most beautiful destinations.🏞️ Luxury Escape to Edgewood Tahoe Unwind in elegance at the iconic Edgewood Resort. Savor gourmet dining, relax in a private soaking tub, take in serene lake views, and reconnect in this peaceful, picture-perfect retreat.Don't miss this unforgettable night of giving, gourmet food, and great company—all for an amazing cause.⚾️San Francisco Giants Exclusive AccessTwo club-level seats behind 3rd base at the Giants Vs Cubs home game at Oracle Park on Wednesday, August 27. Includes VIP access to the speakeasy-style Gotham Clubhouse and Game Room. Enjoy ballpark entrance prior to the public, access to on-field Bullpen to watch batting practice. Join us at the Farm to Fork Gala and raise your paddle to support essential services for children, families, and seniors on the Central Coast. Tickets at communitybridges.org/events ... See MoreSee Less
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❤️ Our first-ever CB Blood Drive is officially in the books — and we couldn’t be more proud of our amazing team and community!Thanks to everyone who showed up and donated, we came together to make a real impact. Every pint of blood collected has the potential to save lives, and you helped make that happen.A heartfelt thank you to Vitalant, the outstanding organization we partnered with, for their professionalism and care in drawing blood from our employees and community members. We’re also grateful to Stepping Up Santa Cruz, another amazing nonprofit, whose staff stepped up and showed up to donate blood and support the cause.We’re incredibly thankful for everyone who participated and helped spread the word. Your compassion and generosity made our first drive a success — and this is just the beginning.#Vitalant #SteppingUpSantaCruz #Community ... See MoreSee Less
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We showed up and spoke out! On Monday, Community Bridges staff joined forces with COPA and the Monterey Bay Labor Council in Sacramento to advocate for urgent community needs. From early morning departures to powerful Capitol conversations, we made our voices heard.Together, we pushed for:✅ Fair wages and access to childcare & CSPP✅ Healthcare for undocumented clients — without burdensome asset tests or costly premiumsHuge thanks to everyone who joined us on the ground. Your passion, presence, and advocacy brought real heart to the halls of power. 💪🏽❤️ ... See MoreSee Less
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