Planned Giving: Voices for Change Circle

Planning Your Legacy

What is Planned Giving?

A planned gift is any major gift, made during a donor's lifetime or at death as part of a donor's overall financial and/or estate planning.

Planned Giving is an effective way to give to CRLA with no impact on your day to day finances. A planned gift is not discretionary income but part of your overall financial/estate planning.

We know that estate planning is very personal and can be an overwhelming topic.

If you have not yet thought about what will happen after you're gone, we encourage you to do so, as spelling out your wishes will make a difficult and emotional time much easier for your friends and family.

Types of Planned Gifts*

• Bequests
• Gift of Real Estate/Stocks/Mutual Funds
• Charitable Remainder Trusts
• Charitable Gift Annuities
• Charitable Lead Trusts
• Retirement Plans
• Insurance Policies

By adding CRLA to your estate plan or making another type of planned gift, you will become a member of the Voices for Change Circle and a life-long CRLA advocate. If you have an estate plan, make sure to remember CRLA.

Want to Make a Planned Gift?

The most common way to make a planned gift is by making a bequest in your will or trust. To include CRLA in your will, include the organization's Tax ID number 95-2428657. You may want to consider some of the following sample language:

Unrestricted Gift: A gift that can be used where the need is the greatest

I give to California Rural Legal Assistance, Inc., a California nonprofit 501(c)(3) corporation TIN 95-2428657, headquartered in Oakland, CA the sum of $________ to be used at the discretion of the Board of Directors as it deems advisable for the best interest of CRLA clients.

Residuary Bequest: Leaves any remainder after all other bequests have been paid

All the rest, residue and remainder of my estate, both real and personal, I give to California Rural Legal Assistance, Inc., a California nonprofit 501(c)(3) corporation 95-2428657, headquartered in Oakland, CA for its general legal services.

Contingency Gift: Takes effect only if a primary intention cannot be met

If (name of beneficiary) does not survive me, or shall die during the administration of my estate, or as a result of a common disaster, then I give to California Rural Legal Assistance, Inc., a California nonprofit 501(c)(3) corporation 95-2428657, headquartered in Oakland, CA all of the rest, residue and remainder of my estate to be used for its general legal services.

* This information is not intended as legal, tax or investment advice. Donors should consult their own tax and legal advisors prior to making a planned gift.

Benefits of Joining the Voices for Change Circle

Besides knowing your planned gift will help sustain CRLA's work for years to come, you will receive the following benefits:

• Recognition of your name in our Annual Report, the year that you join.
• Mailings of our Annual Report
• A special invitation to our Voices for Change Circle cocktail reception with Executive Director José Padilla, to be held annually
• VIP invitations to other CRLA events

How do I join?

Once you have decided to include CRLA in your estate planning, please submit this form. You may also email info@crla.org or call (510) 267-0762 x 309.