Legacy Society

By including the Pacific Council in your estate plan, you will automatically be enrolled in our Legacy Society. Making a planned gift benefits you and your family, and strengthens the Pacific Council in pursuit of our mission to enhance the West Coast's impact on global issues and policy.

With your help, we can serve California, the United States, and the world for years to come.

The Pacific Council provides special recognition to Legacy Society members. Make a long-term commitment to the Pacific Council: contact us to learn more or to be included as a member of the Legacy Society.

Wills and Bequests

You can support the Council by including a bequest provision in your will or revocable trust. Adding a bequest provision only requires a simple amendment instead of a re-drafting of your will. You may opt to specify an outright gift as a designated dollar amount or as a percentage of your estate. You can also name the Council as a remainder beneficiary to receive funds only after amounts have been paid to individual beneficiaries.

Charitable Gift Annuities

The charitable gift annuity is a planned gift that pays you fixed payments based on your age. The amount of your annuity depends on the size of your gift and your age. The larger your gift and the older you are, the more you will receive and the greater your tax deduction will be.

Charitable Trusts

A charitable lead trust consists of annual gifts to the Pacific Council and passes the remaining principal to your selected beneficiaries. The charitable lead trust pays trust income the Pacific Council for a period of years and may increase the gift received by your beneficiaries because of the unique tax advantages.

A charitable remainder trust benefits you now and the Pacific Council later. You can transfer cash, securities, or other appreciated property into a trust based upon the preferred type of payment -- a charitable remainder annuity trust or a charitable remainder unitrust.

Retirement Assets

You can benefit the Pacific Council simply by changing the beneficiary designation on your retirement account.

Securities

The IRS allows one of the most significant tax breaks for gifts of appreciated securities. You receive a charitable deduction for the full market value of the stock if owned for more than one year, and you avoid paying capital gains tax on the appreciated portion of the stock’s value.

____________________

The material on our website is not offered as legal or tax advice. Please talk to your attorney, accountant, or other tax adviser for information on how these options fit into your unique financial circumstances.

 

Find a Member

Find a Member

Get Involved

Get Involved