ESTATE & PLANNED GIVING
Planned Giving can assist you to achieve your financial and philanthropic goals while leaving a legacy at Camp that future generations will enjoy. Often planned gifts enable donors to make a larger gift than they ever imagined.
TUOLUMNE LEGACY SOCIETY
The Tuolumne Legacy Society is our way of recognizing friends like you who have provided for the future of Camp through an estate gift to Friends of Berkeley Tuolumne Camp. It simply allows us to thank you for your generosity and commitment.
Download this form and join the Tuolumne Legacy Society today!
Please let us know (email@example.com) if you have already named the Friends of Berkeley Tuolumne Camp as a beneficiary of your estate.
TYPES OF PLANNED GIFTS
The following types of commitments, confirmed in writing and subject to certain restrictions, qualify you for membership in the Tuolumne Legacy Society:
- a bequest in your will or revocable trust
- a life-income gift that names Friends of Berkeley Camp as a remainder beneficiary, such as a charitable remainder trust, or a charitable gift annuity
- a gift or assignment of qualified retirement plan assets, such as an IRA, 401(k) or 403(b)
- a gift of life insurance
If you are interested in updating your will or adding a codicil to include Friends of Berkeley Tuolumne Camp as a beneficiary, please consult your attorney. The following sample paragraph may be helpful:
I bequeath __________ (dollar amount or % of estate) to the Friends of Berkeley Tuolumne Camp., a not-for-profit organization, with address P.O. Box 7931, Berkeley, CA 94707; Tax ID# 94-2976224.
Contact Scott Gelfand at firstname.lastname@example.org or (510) 685-7185.