Leave a Legacy
The gift that everyone will remember
We all desire significance — to lead happy and fulfilled lives surrounded by family and friends. And for many of us, we desire meaning — to make a difference in the world, and to leave our mark. When pondering your legacy, there are a few things you should know…
Planned giving is a way for you to ensure that your values and the causes you believe in will continue after your lifetime. 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 organizations that mean the most to you.
A few sentences can make a HUGE impact
No organization in Santa Cruz County reaches as many people in such diverse ways as Community Bridges. Through a charitable bequest in your will or living trust, you can help us ensure that our community is taken care of for many years to come.
Your after-lifetime gift to Community Bridges will leave an impact and legacy on future generations of local children, families and seniors in need.
All that is needed is a short statement in your will or trust:
“I give, devise and bequeath to Community Bridges, Inc., tax ID# 94-2460211, located at 236 Santa Cruz Ave., Aptos, CA 95003, (the sum of $_______; or state a percentage of your residuary estate; or designate real and personal property, including exact location) for the benefit of its general purposes (or specify the Community Bridges program(s) you wish to support).”
This is merely a suggested wording; please consult your attorney or an estate planning professional when preparing legal documents.
Questions? We’re here to help. Please contact Libby Morain, Development Director, at firstname.lastname@example.org or 831-688-8840 x207.
Gift of Stock
Community Bridges uses the firm LPL Financial to handle all electronic transfers of stock. Click here for step-by-step instructions for how to transfer your gift.
Join the Community Bridges Founding 100
Community Bridges is changing the way we do business in the 21st century, creating sustainable solutions to support our mission. We know that relying on government contracts to support our programs simply isn’t enough.
With the support of our community, we have started an endowment to ensure that the safety net we have created will continue to grow for generations to come. But in order for it to be successful, we need to build a foundation for growth.
Right now, you have a special opportunity to be part of 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 community we hold so dear.
To learn more, please contact Libby Morain, Director of Development, at email@example.com or 831-688-8840 x207.
Thank you to our first Founding 100 members: Raymon & Trisha Cancino, Leland & Susan Faust, Paul & Teresa Carrubba, Paul & Baylee Whitted, O’Connell Family, Barbara and Allen Frank, Susan Marinshaw, and The Solari Mazry Family Fund at Community Foundation Santa Cruz County.
Legacy Giving – Common Options
|Your gift||How to make your gift||Your benefits|
|Gift of Cash||Make a check payable to Community Bridges or give online at CommunityBridges.org.||· receive an immediate tax-deduction for your gift
· see the benefits of your generosity in action
|Contribution to the Community Bridges Endowment||Specify in your will or trust that you would like your gift to be placed in the Community Bridges endowment, or make an immediate gift to the endowment.||· leave your legacy as part of the “Community Bridges Founding 100”
· provide a tax-deductible gift that continues to give for generations
|Gift from your Will or Living Trust||Name Community Bridges in your will or living trust with the help of your attorney or estate planning professional.||· maintain control of your assets during your lifetime
· receive an exemption from future federal estate tax
|Gift of Retirement Benefits||Name Community Bridges as the beneficiary of the balance remaining after your lifetime, using your plan’s beneficiary form.||· receive an exemption from your most highly taxed assets, leaving more for family
· reduce your income and estate taxes
Community Bridges Tax ID#: 94-2460211