Humboldt Area Foundation
Enlarge Text Size:
A+ | A- | Reset
Your Cart
Make A Donation Register for workshops Meeting Rooms Meeting Rooms Native Cultures Fund partnership
PLANNED GIVING FOR DONORS Print E-mail

Bequests -  At your request, HAF staff 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, even if that organization should change its name or location.

 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 and  keep it here in our files.  That way, future HAF staff will be clearly informed of your charitable intent and able to follow your wishes exactly.

Planned Gifts -  Staff is 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.  HAF offers gift annuities, charitable remainder unitrusts, annuity trusts, lead trusts and other planned giving options. We cannot serve as your attorney or tax consultant, but 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.  

GiftLegacy -  At present, staff is 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.  In the near future HAF will be able to offer donors and their professional advisors the opportunity to play with this software online themselves, through Crescendo’s Gift Legacy program.  Stay tuned!



HAF Legacy Society -  When a donor lets us know 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.  Everyone is invited to a gala Legacy Society event in September.  In addition, members are invited to participate in donor forums to share information about community needs or serve on grant making committees according to their field of interest.  There are many ways to get involved, to become informed and to inform others.

icon Download 2006-2007 Donor Yearbook 

(Download Acrobat Reader)

We look forward to a planned giving visit with you.  Please call to set a time and then come up to the Foundation’s lovely Vietor home for some good coffee and conversation.
 

Cascadia Leadership
Humboldt Native Cultures Fund
Northern California Non Profits
Humboldt Trinity Trust Foundation
Humboldt United Labor Health Fund
Humboldt Wild Rivers
Translate this page to:  
©2014 Humboldt Area Foundation.
0.62