WAYS TO GIVE
LEAVE A LEGACY: JOIN THE LEGACY SOCIETY
The Laguna Beach Seniors Endowment is vital to our long-term ability to help future generations of seniors. With a direct gift to the endowment, or by notifying us of a planned gift you have made, your name will be permanently listed on the Legacy Society Donor Wall at the Susi Q and you will have made it easier for tomorrow’s seniors to meet the challenges of time in the town we love.
Will or Trust
A planned gift to Laguna Beach Seniors in your will or trust enables you to retain your assets during your lifetime.
Retirement Plan Assets
Due to high tax rates, many supporters have found that it makes financial sense to allocate the residual amount of their retirement savings to Laguna Beach Seniors.
Stocks, Bonds, Mutual Funds
You can maximize your monetary gain on your investments by funding a charitable gift with donated appreciated stock, mutual funds or bonds.
If you no longer need its protection, transferring the ownership of an insurance policy to Laguna Beach Seniors can result in tax benefits for you as well as a generous gift to the Endowment.
You can give a gift of your vacation home, commercial property, or undeveloped land to Laguna Beach Seniors.
Charitable Gift Annuity
With an irrevocable contribution, you (and your spouse, if you desire) receive tax benefits and fixed income for life, after which the remaining principal becomes a gift to Laguna Beach Seniors.
Charitable Remainder Trust
You obtain immediate tax benefits and provide lifetime steady income for you and your beneficiaries up to 20 years.
Charitable Lead Trust
With a charitable lead trust, you can donation to Laguna Beach Seniors, and then pass your assets to your heirs at reduced tax rates.
Retained Life Estate
Give a gift of your real estate, while continuing to live in and/or use the property during your lifetime.