Make a lasting impact

Planned Legacy Giving

You can make a lasting impact on Marin through your legacy. There are several ways to create your legacy with Community Action Marin— including gifts that cost nothing to make now, gifts that pay income, gifts that reduce taxes and gifts that benefit heirs. 

Here are a few popular ways to make a lasting impact: 

Wills or Trusts

Community Action Marin can be remembered in wills through cash or property bequests. This is one of the simplest and most common ways to make a future gift. You can make a bequest to Community Action Marin by leaving: *a dollar amount or percentage of your estate; *a specific asset such as a home or collectible items; or *a remainder of your estate after all other beneficiaries have received their inheritance. Another simple, tax-wise option is to name Community Action Marin as the beneficiary of a life insurance policy or retirement account.

Appreciated Assets

By donating appreciated assets, such as stocks, bonds, and securities, you can avoid capital gains taxes on the appreciations, receive a tax deduction for the full value of the gift, and support Community Action Marin at a lower cost to you. Please talk with your financial advisor to confirm the full deductibility of your donation.

Charitable IRA Rollover Gifts

Legislation passed in December 2015, allows individuals 70 1/2 years and older to make distributions of up to $100,000 per person, per year directly from an IRA to a qualified charity, such as Community Action Marin. Gifts such as this count as required distributions, are not taxed, and can be deducted against taxes and other income sources. Donating this way may decrease your income and as a result, lower your tax liability – a significant financial benefit for you and your family.

Additional Legacy Giving Options

If you have interest in exploring planned giving mechanisms such as reserve life estate, annuities, and charitable remainder trusts, please contact us.

Next Steps

If you have already included Community Action Marin in your estate plans, allows us to honor you now for your thoughtful future gift. Please contact Chandra Alexandre at [email protected] or 415-526-7500. 

Please contact me to discuss how I’d like to support Community Action Marin!

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