By including Equality California Institute in your estate plan, or other types of planned gifts, you are ensuring a stronger future for our organization and will create a lasting impact on the LGBTQ+ community. A gift in your will, trust or some other venue will ensure your values are continually put into action in your memory.
To start the process of including Equality California Institute in your will or trust, we strongly suggest speaking with your financial advisor (Equality California Institute cannot provide legal or financial counsel). However, we do have some information which may be helpful to you:
Another way to give is via a charitable remainder trust. A charitable remainder trust (CRT) is an irrevocable trust that generates a potential income stream for you, as the donor to the CRT, or other beneficiaries, with the remainder of the donated assets going to your favorite charity or charities.
This charitable giving strategy generates income and can enable you to support the work of Equality California Institute while also helping provide for living expenses. Charitable trusts can offer flexibility as well as lifetime income, helping with retirement, estate planning and tax management.
Please let us know if you’ve named Equality California Institute in your estate plans. We’d love to recognize your generosity and welcome you to our Equality Society.
Contact our team and we’ll assist you today!