Planned Giving and Bequests
The Food Bank of El Dorado County is grateful to those who remember the less fortunate through estate planning. Everyone should have a good estate plan: a will and/or trust that are properly worded, signed, witnessed and not contradicted by other binding arrangements you may have made. Effective estate planning takes time, effort and a good attorney. But, in the end your plan will allow your family to avoid the delay and needless expense that often occurs when a love one dies without a will.
Many feel estate planning is for those people with large sums of money or assets that are difficult to divide amongst their large families. In fact, everyone will benefit from some degree of estate planning.
To receive information on how to remember the Food Bank of El Dorado County in your estate plan, please call (530) 621-9950 or email email@example.com. A Food Bank representative would love to sit down with your family personally and discuss a unique opportunity to leave a legacy right here in El Dorado County.
Stock and Securities Donations
Did you know you can help the Food Bank of EL Dorado County by donating more than just cash or food? You can transfer investments in stocks, EFTs and mutual funds too. Donating highly appreciated assets may be tax deductible on your personal tax return. Consult with our professional Financial Advisor or call your tax estate planning advisor to determine how to establish the donation. Some employers will also match employee contributions and investment transfers. For those aged 72 and over, who are required to take IRA required minimum distributions, the RDM may be donated as well. RMDs receive special tax treatment if it’s sent directly to the Food Bank.
If you wish to get started by making a donation of a stock, ETF or mutual fund, please contactour professional Financial Advisor, Max Callaghan or his assistant Terri Rios, at Edward Jones in Cameron Park. You can leave a legacy gift by naming the Food Bank of El Dorado County as a beneficiary of your will, revocable living trust and some retirement plan assets.
The Food Bank of El Dorado County is a Non-Profit California Corporation recognized by the IRS as a 501(c)(3) Exempt Organization. The Food Bank of El Dorado County’s Tax Identification Number is 68-0457594.