Planned Giving is a way for you to participate in the future of the Yolo Bird Alliance
Planned giving is a donation made through a will or other formal designation. The donor has the necessary documents prepared by a financial planner or estate attorney. Most often the donation is made upon someone’s death through a will or trust, but not always.
Types of planned giving include:
- A bequest in a will naming the Yolo Bird Alliance as a recipient of your gift.
- A bequest via a living trust which provides you with control of your funds during your lifetime and is a revocable gift during your life.
- A life insurance policy naming the Yolo Bird Alliance as beneficiary and owner of the policy. This results in a large gift with little cost, and there may be tax advantages.
- Designation of Yolo Bird Alliance as a beneficiary in a Retirement Plan or IRA. This may avoid large tax burdens and benefit the Yolo Bird Alliance.
- Charitable Remainder Annuity Trust, Charitable Remainder Trust and Charitable Lead Trust. These may provide tax advantages and benefit the Yolo Bird Alliance.
Contact your financial planner or estate attorney to further explore the various options. Please contact the Yolo Bird Alliance at PO Box 886, Davis, CA 95617 to let us know that you have included us in your planned giving arrangements or email us at info@yolobirdalliance.org if you’d like a YBA board member to discuss the possibilities with you.