Legacy Giving

You support Easterseals Northern California because you want to see everyone, regardless of ability or life challenges, realize their full potential. When you include Easterseals Northern California in your will or other long-term plans, you partner with us as advocates for children and adults living with disability. Your gift to future generations will help ensure that we all have the opportunity to thrive.

Below are some of the many ways you can give back through legacy giving:

Bequests
A bequest may be right for you if:

• You want to make a gift to Easterseals Northern California.
• You want the flexibility to change your mind.
• You want continued access to your wealth, should you need it.
• You are concerned about outliving your resources.

Our giving specialists are here to help. Send us an email or call 1-925-788-6609 to discuss the specifics of your bequest.

Beneficiary Designation
This is one of the simplest ways to make a gift to Easterseals Northern California. You can specify the individuals and charities you want to support as well as the percentage of each asset you want each beneficiary to receive.

Retirement Assets
You can designate Easterseals Northern California as the beneficiary of your retirement assets. This gift allows you to control the transfer of assets without changing your will or living trust. All you need to do is request (and complete) a new beneficiary designation form from your plan administrator.

Life Insurance
To complete this gift, send your insurance company a form designating Easterseals Northern California as the recipient of all or a portion of your life insurance policy’s death benefit. Alternatively, you can transfer ownership of the policy, resulting in an immediate income tax charitable deduction and potential income tax savings in the year of the gift.

Other Assets
Commercial annuities will sometimes have a remaining value at the end of the annuitant’s lifetime. You can designate Easterseals Northern California as a sole or partial beneficiary of any remaining annuity value. Reach out to your insurance company for the appropriate form.

Bank Accounts
You can instruct your bank to pay Easterseals Northern California all or a portion of what remains in a checking or savings account. Your bank can provide you with the appropriate beneficiary designation form.

Investment Accounts
You can instruct your investment company to donate some or all investments held in the account at the time of your passing. Reach out to your broker or agent to start this process. It may be as simple as adding “T.O.D. to Easterseals Northern California” after your name on the account.

Contact our giving specialists by email or call 1-925-788-6609 to discuss the benefits and details of these beneficiary designations.

The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results.