Planned Giving

Humboldt Area Foundation will work with you and your professional advisor or attorney to set up the best plan for your future gift to support the place you love after your lifetime, including the specific causes you care about.

Bequests

At your request, we will discuss options with you for leaving a legacy gift to your favorite charity or charities. We will also help with precise language for your will or living trust so that you can be assured your gift will go to the organization you intend.

If you choose to leave a legacy gift for the community with the Foundation, we will actually create the fund agreement and description for you to keep in our files so we can follow your exact wishes.

Planned Gifts

We are also here to help you make a legacy gift with cash, stocks, life insurance or real estate that will provide you with a lifetime stream of income while reducing your income taxes and /or capitol gains. Best of all, you will be able to leave a significant gift at the end of your life for a favorite charity. We offer gift annuities, charitable remainder unitrusts, annuity trusts, lead trusts and other planned giving options. Although we cannot serve as your attorney or tax consultant, we do have an attorney on contract and can provide information to you and your legal and financial advisors, if a planned gift meets your needs.

Gift Legacy

We are able to provide you and your professional advisors with software scenarios by Crescendo Interactive that compare the costs and benefits of different planned gifts for your consideration.

HAF Legacy Society

When a donor informs us that they have a planned gift for HAF in their will or living trust, we invite them to be a member of the HAF Legacy Society. Some members allow us to list their names in the Donor Yearbook. Others choose to be anonymous. The Leave a Legacy gala takes place every Fall.

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363 Indianola Road, Bayside, CA 95524   (707) 442-2993   M-F 8:30am to 5pm   Email Us   Enews Sign Up